Our commitment to our clients is central to our mission.
Physicians choose Cerebral for our innate ability to understand your unique position as a medical professional. Beyond standard tax planning, we provide the Execution and Verification you need to ensure your strategy is properly implemented. We provide year-round tax care (not just an annual checkup) to keep your wealth Audit-Ready and Defensible.
We’ll help you become tax efficient and build wealth.
We work year round to improve your tax efficiency, update your tax plan in accordance with the law and manage the execution of the strategies we recommend. Our low-volume model means we only accept a limited number of clients to ensure your strategy is properly executed and you receive the white-glove service you deserve.
You’ll have direct calendar access to your dedicated tax advisor. We have an internal policy of getting back to our clients within 48 business hours.
We guarantee we will 2x your investment in the design of your tax plan. Read more
Monthly Maintenance Packages
Monthly Bookkeeping Services Package
Investment FAQs
Q: What about the design of the tax plan? Is it included in the Maintenance Packages?
A: No. This is a separate service that incurs a one-time investment and is quoted during the Tax Discovery Session. The tax plan will optimize your current tax situation for tax efficiency, and after your plan is built, the Maintenance Package is designed to keep the plan executed and verified throughout the year (filings, updates, and ongoing support).
Q: How much does the design of the tax plan cost?
A: The one-time investment to design a tax plan is quoted on a case-by-case basis depending on complexity. Most plans range from $10,000 to $30,000, though complex situations can be higher. And it’s backed by our 2x Tax Savings Guarantee (details provided in your proposal).
Q: Do you provide any guarantees with your tax plan design services?
A: Yes! We guarantee at least 2x your tax plan investment in first-year tax savings from tax-code strategies only. If not, you get your plan payment back and keep the plan. For example, with an investment of $10,000, you’re guaranteed a minimum of $20,000 in annual tax savings, or you get the tax plan for free. While 2x is our minimum guarantee, we typically find much more once we get into the actual implementation. Over the past 10 years, our clients have seen an average of 4.5x tax savings.
Q: What if I want to terminate services?
A: If you no longer want to work with Cerebral, please provide 30 days’ written notice, and we will part as friends. There are no termination fees, but any fees paid through the date of cancellation are nonrefundable.
Q: How do I make my monthly payment?
A: We will withdraw your monthly service investment automatically via ACH direct debit or credit card, and you will receive a monthly receipt for your records. An authorization form will be provided upon the signing of your proposal.
Q: I noticed you offer some “a la carte” services. Can I add those onto my tax maintenance package?
A: Yes! We will update your proposal or existing agreement for any other agreed-upon services, and adjust the monthly cost to reflect the addition of those new services.
Q: Do you offer tax return only engagements?
A: At this time, we’re only accepting clients who need support beyond filing. Our clients typically want a strategy, plus the execution and verification to keep it implemented and reported correctly all year.
“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