Our clients see an average 100%-250% return on investment in tax planning.

We help Medical Professionals become tax efficient and build wealth.

Unsure if we are a good fit? Click here to find out

Benefits of effective Tax Planning:

[x] Increase retirement savings

[x] Reduce Tax Liability

[x] Eliminate Surprises

[x] Achieve Financial Independece

The biggest mistake that most people make when it comes to taxes is failing to plan.

Her tax planning and strategies were exactly what we were looking for. Her expertise and understanding of our situation has saved us thousands of dollars.

Nelz & Dr. Krystal Samuel (Tigard, OR)

Why Choose Cerebral Tax Advisors?

For Physicians

We specialize in Medical Professionals and work with physicians all over the country, helping them become tax efficient and build wealth

Focused on ROI

There is no reason to work with us if we can’t save you money! That’s why we guarantee that we will 2x your investment and have transparent pricing and a no “nickel and dime” policy.

Audit avoidance

All of our tax strategies are court-tested and IRS approved to save you tax. We will not recommend a strategy that we do not feel comfortable defending in an audit.

Unsure if we are a good fit? Click here to find out

About Alexis

  • 12+ Years of experience 
  • 400+ high-level tax planning strategies
  • Multi-state tax preparation
  • Master of Science in Taxation
  • Certified Tax Planner & Coach
  • Master of Business Administration
  • Author of the book “Advanced Tax Planning for Medical Professionals”.
  • Grew up in a family of physicians, is married to one, and has been through many of the same financial scenarios you’ve been through

Do you want to meet the whole team? Click here

Are we a fit?

  • Do you earn over $400,000 annually as a health care professional or business owner? 
  • Do you pay over $100,000 in annual tax?
  • 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, go ahead and Book a Tax Discovery Call below!

Ready to Book a Complimentary 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.

All records and tax strategies will be reviewed. We will verify whether accounting procedures have been set up properly and look for all available tax saving deductions.

Questions about general pricing? Click below

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)

Read David’s case study

Check out our free
ebook “How Tax Planning
Works for Physicians”

Ready to Get Started?