Tax Preparation
Tax planning is just the beginning. At Cerebral, we take it further: we Plan, Execute, and Verify. Tax preparation is a key part of our ‘Implementation’ phase. It’s where we file the necessary returns to formally report your tax plan with the IRS.
Meanwhile, our Verification process ensures your books are standardized, your documentation is complete, and your tax plan is audit-ready and defensible. Your Maintenance Package includes the preparation and filing of all necessary income tax returns to keep you fully compliant with federal and state requirements.
Find out how much you can save. We’ll implement it for you.
How Our Tax Preparation Services Work
…and after you have approved your return, we will file it on your behalf.
Cerebral Specializes in:
- Individual returns: Form 1040
- Partnership returns: Form 1065
- S-Corp returns: Form 1120S
- C-Corp returns: Form 1120
- Trust Returns: Form 1041
- Estate Returns: Form 1041
- State returns across all 50 states
- Multi-State Tax Preparation
- Real Estate Tax (short-term, long-term, commercial, and syndications)
- Stock Options
- Taxation of Alternative Investments
What’s included in our Packages?
Here is a look at just a few of the services included in your Tax Preparation Services:
- Federal Income Tax Preparation
- State(s) and Local Income Tax Preparation
- 2 Year Comparison of Your Tax Return
- Quarterly Estimated Tax Calculation
- Retirement Contribution Calculations
- Married Filing Joint versus Married Filing Separate Analysis
What Do Our Clients Say About Us?
We came to Alexis with a challenging and somewhat all over the place tax preparation project. It was a mixture of regular personal income tax as well as business. In a word, the job she did was fantastic!
Alexis did what we’ve never had anyone do when it came to our tax preparation in years past, she listened. She carefully noted all that was going on and quickly went into action to get things done.
Her communication during the process was second to none. We were kept up to date at every turn. We conducted the entire transaction online and it went so easier at times we thought it was almost too easy! At the end of the day Alexis took care of us beyond our expectations and we will be customers for life and recommend her to anyone.
Thank you Alexis, you are the best in the business. We appreciate you so much!
Gary Miller
Cerebral Tax Advisors has done a wonderful job on our taxes for the last few years that we have used them. The process is extremely easy, they are very thorough, and quickly respond to any questions or concerns.
Dr. Brian Landreth
I am a physician who was looking for a good accounting service. There is a monthly fee, but well worth it. You save a lot more in tax liability as they are comprehensive and strategic.
Dr. Stephen Kim
FAQs
Typically, no. Nonetheless, we consider effective tax planning crucial for reducing taxes, and we provide several methods to assist you in creating a tax plan. Discover your tax planning options here.
No, we only prepare tax returns for clients in maintenance packages. To learn more about our maintenance packages, click here.
We get it: our fees may be higher than what you’ve paid in the past. But here’s why.
Most CPAs simply prepare and file your tax return. They don’t offer proactive tax planning, and they certainly don’t help you take full advantage of the tax code. We do.
At Cerebral, we don’t just hand you a plan and walk away. We guide you through every step, execute the filings for you, and ensure your strategy is implemented and reported correctly on your tax return. This hands-on approach prevents costly mistakes and delivers real results.
Cerebral is a 100% virtual boutique tax firm serving medical professionals in every state with team members located throughout the United States.
Schedule a Free Tax Discovery Session
After answering a few questions, please choose a date and time for the meeting. Your answers will help us be better prepared to analyze your situation.
During this virtual meeting, we’ll take some time to get to know each other.
We’ll discuss:
- Your unique scenario
- How we are different from other tax professionals
- How our 2x guarantee works
- Our pricing and next steps
- Any questions or concerns you may have
Ready to Schedule? Fill out the form ➟
Note: To honor our 2X guarantee, our clients must earn a minimum of $400,000 in taxable income annually and own a business earning $50,000 or more as an independent contractor. For those without a business but earning $400,000 or more in taxable income annually, we offer an Investor Package, which is popular among medical professionals with high W-2s who also invest in real estate and other investments.
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