You deserve to know we are good to our word.
We’ve got your best interests at heart. There’s no hidden agendas here.
That’s why we guarantee we will 2x your investment in the design of your tax plan.
Your tax journey
The tax strategy varies but the journey is the same. You’ll receive a unique Tax Plan Design which will be implemented with Cerebral’s Tax Operating System (TOS) to guarantee a 2x return on your investment. Your tax plan and all your tax service needs will be maintained in one of our Tax Maintenance Packages.
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 a tax plan to optimize your current financial situation for tax efficiency through court-tested, IRS approved tax strategies.
OS
OS is an operating system that we use to help you implement the tax strategies you decide to move forward with in an efficient and effective manner
Maintenance
With a monthly Tax Maintenance Package you’ll have the annual and on-going tax services you need to maintain and update your tax plan and continue to put 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.
Business Consulting
Just like raising a child, it takes a village to grow your business into a successful enterprise.
We advise on many services including:
- Small business start-up
- Selection of the right entity – SMLLC, S-Corporation, C-Corporation, Partnership
- Correct recording of income and expenses
- Incorporation and business formation assistance
- Choosing the right retirement plan
- Office in the Home eligibility
- QuickBooks Online
Tax representation
Back up when you need it most
News of an audit sounds like your worst nightmare. We’ll help get necessary paperwork in order, and help to defend or correct your position with the IRS or your state.
Outsourced Virtual Bookkeeping
Using a calculator and shoebox for bookkeeping?
Let’s change that! Having updated information and instant access to your numbers means you can make decisions fast, and then get back to doing what you love.
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)