You deserve to know we are good to our word.
We are the only firm that guarantees we will identify at least 2x your plan investment in first-year tax savings, using tax code strategies alone, or we refund your payment.
We don’t just hand you a blueprint. We take responsibility for making sure every strategy is implemented correctly, so your savings are both permanent and defensible.
Our 2x Guarantee explicitly excludes alternative investment strategies, such as Oil & Gas. Those are just ‘icing on the cake.
Your tax journey
The tax strategies vary but the journey is the same. You’ll receive a customized Tax Plan Design, which our team implements through Cerebral’s “Audit-Ready by Design” workflow to secure your guaranteed 2x tax savings.
Once in place, your plan is continuously verified, and all your tax and accounting service needs will be maintained in one of our Maintenance Packages, ensuring your savings are permanent, professional, and audit-ready.
Discovery
We’ll take some time to get to know each other and discuss your needs and concerns. We’ll gather the necessary information to start the assessment of your tax situation and tax planning.
Blueprint
We create an Audit-Ready tax plan to optimize your current financial situation for tax efficiency through defensible tax strategies.
Execution & Verification
We bridge the gap between advice and action. We file the elections, handle the registrations, and make sure every strategy we recommend is properly implemented, so nothing falls through the cracks. As part of our Audit-Ready approach, we standardize your bookkeeping using QuickBooks Online to ensure every strategy is defensible and your savings are fully secured.
Maintenance
With a monthly Maintenance Package you’ll have the annual and ongoing tax services you need to maintain and update your tax plan and continue to keep more money in your pocket.
Other Services
At any point along your tax journey, you may find yourself needing some extra help.
From tax representation and bookkeeping to business consulting, we provide the guidance
you need to make sure your business stays compliant and thriving.
Since Cerebral, I’ve experienced a marked reduction in the amount of taxes I’ve had to pay yearly, as well as a vastly increased knowledge of tax strategies for my business.”
Dr. David Eskind (Nashville, TN)