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.
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.