How it works

Our five step process to find the right tax solution for your unique tax situation is 100% complementary.  Here’s how it works.

Step 1

Are we a fit?

Do you earn over $400,000 annually as a health care professional or business owner? Have you reviewed our services and pricing page? Are you ready to work with a proactive advisor throughout the year? If you answered yes to all these questions, you are ready for Step 2!

Step 2

The Tax Discovery Session

During this initial call, we’ll take some time to get to know each other as well as your needs and concerns. In that process, Alexis will gather the necessary information to start her assessment of your tax situation. After we talk through expectations of working together, we will discuss the process of getting to Step 3 if you are a qualified candidate for our program.

Step 3

The Portal

You’ll be given access to a private, secure portal where you can share all the requested documents needed for Alexis to preform a preliminary analysis of your tax situation.

Step 4

The Tax Solution Session

After Alexis has prepared your preliminary tax analysis, she'll come back to you with her best recommendation of solutions for your unique scenario to reach your goals. In addition, she will also provide you a conservative estimate of annual tax savings as well as the investment in Cerebral's services. You’ll have a chance to ask any further questions at this time and make a decision on whether to move forward working together. 

Step 5

Continue your Cerebral journey

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