Our clients see between 100-250% return on investment in tax planning and strategy services.

Like many medical professionals we talk to, it’s highly likely you’ve been the target of some financial scammers. “Advisors” who promise the world but only care about
their own bank account.  

I know because it’s happened to me too. Being in a family of physicians, and then being married to one, has opened my eyes to the world of dishonest people who try to take advantage of physicians in practice.

At Cerebral, we care about your taxes the way you care about your patients.

It all starts with making sure we’re a good fit. Once we know a bit about you, we’ll let you know if it’s worth it for you to invest in our services.

How it works

This 5 step process is completely free of charge.  After seeing your ROI in the Tax Solution session, you'll be given the opportunity to invest in Cerebral's services.

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

  • Schedule a Tax Discovery session

    During this initial virtual meeting, we’ll take some time to get to know each other and discuss your needs and concerns. In that process, Alexis will gather the necessary information to start her assessment of your tax situation.

Step 3

  • Tax Discovery virtual session

    After we talk through expectations of working together, we will explain the process of getting to Step 5 if you are a qualified candidate for our program.

Step 4

  • The Portal

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

Step 5

  • Tax Solution Session

    After your preliminary tax analysis, we’ll come back to you with our best tax strategies, for your unique scenario, to reach your goals.

    You'll be provided the actual numbers and see just how much you'll save while investing 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.

"We saved over $5000!"

"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)

"Cerebral was helpful and responded quickly."

"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)

Are we a good fit?