What our clients say

nelz and dr krystal samuel

“Alexis has been a huge help for us. We couldn't recommend her services more! Her tax planning and strategies were exactly what we were looking for. Her expertise and understanding of our situation has saved us thousands of dollars. We are so grateful for her and tell our friends about her. She'd be a great help to any other physician as well." 

Nelz & Dr. Krystal Samuel (Tigard, OR)

Dr. Kieron Barkataki

"We found Alexis through the White Coat Investor website and it has been a completely different experience. We felt very comfortable with her pretty quickly. As we worked with her further, it became clear we were finally getting the level of support we needed. She responds within a day by email and is available via video or telephone conference, if necessary, usually within a couple of days. She has been professional and knowledgeable about the tax process and she is genuinely a very nice person. We finally feel like we have the tax support our family needs with her. She has been a pleasure to work with and we appreciate her help and expertise. We highly recommend her!"

Dr. Kieron Barkataki and Anusha Krishnadasan, PhD (Bakersfield, CA)

dr. hillary seger

Alexis found a smart (and legal) way to decrease our taxes that no other advisor has ever bothered to consider. Her processes are excellent and up to date. So happy we found her!

Dr. Hillary Seger (Ashland, OR)

dr. david eskind

“I was looking for the exact opposite of what I had in a tax advisor.  Everything before was basic and not tailored to my specific situation. Cerebral is a great fit for us. They cater to physician families and spend time discussing which option to pursue. Since Cerebral, I’ve experienced a marked reduction in the amount of taxes I have had to pay yearly as well as a vastly increased knowledge of tax strategies for my business.”

Dr. David & Megan Eskind (Nashville, TN)

"Alexis is very professional and always prompt in responding to my phone calls and emails. She uses an online portal for loading and viewing all tax documents, which I found to be easy to use and more efficient than using hard copies. Everything online is organized and documented and easy to reference later. My husband and I originally prepared our 2016 tax return on TurboTax (like we did in previous years), but then decided to use a CPA to prepare our 2016 taxes...Alexis saved us over $5000!! Her services are well worth the money!"

Natalie Harris (Lenoir City, TN)

"This is the first time my wife and I have used Cerebral for our taxes, and I highly recommend them. Within the last year, our tax situation has complicated somewhat, and they were very helpful and responded very quickly to all my questions. Their online portal made uploading documents and asking questions very easy. We definitely plan to use them going forward."

Ted Lindeman & Dr. Kirsten Newhams (Pittsburgh, PA)

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