Tax Preparation
At Cerebral, we recognize that tax planning is the foundation of your financial freedom. However, no matter how thorough your planning is, it will only be effective if you accurately report your tax situation to the IRS and the state. This is why tax preparation of your individual and business tax returns is critical to your tax savings success.
Your Tax Maintenance Package will include the preparation and filing of your any income tax returns you need in order to stay compliant with the governments.
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 tax maintenance packages. To learn more about our tax maintenance packages, click here.
We recognize that we might not be the cheapest option available.
However, unlike many CPAs who just prepare and file tax returns without offering guidance on improving your tax situation, we will provide you with advice on how to leverage the tax code to minimize your tax bills and ensure you’re not missing out on significant tax-saving opportunities.
Furthermore, most CPAs are generalists and might not be aware of all the available opportunities. In some cases, we’ve discovered that they might actually be costing you money, making their services not as economical as they seem!
Cerebral is a 100% virtual boutique tax firm with team members located throughout the United States.
Ready to Book Your Session?
After answering a few questions, please choose a date and time to schedule a free Tax Discovery Session. Your answers will help us be better prepared for our first meeting. It takes only 2 minutes to complete this process.
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