Cerebral Tax Advisors

Cerebral Tax Advisors is a White Coat Investor-recommended tax firm, trusted by physicians nationwide. We specialize in court-tested and IRS-approved tax strategies, helping medical professionals lower both their personal and business taxes.

Alexis Gallati, our founder and Lead Tax Strategist, grew up in a family of physicians and is married to one, so she knows firsthand the financial challenges that medical professionals face daily. Alexis has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation. She has trained at the highest level, holding two master’s degrees (a Master’s in Business Administration and a Master of Science in Taxation), and serves as an Enrolled Agent, NTPI Fellow, and Certified Tax Strategist.

There is no reason to work with us if we can’t save you money! That’s why we guarantee we will 2X your investment in the design of your tax plan. For example, with an investment of $10,000, you’re guaranteed a minimum of $20,000 in annual tax savings, or you get the tax plan for free. The reality is that the ROI in our tax plan design services is generally much higher than 2X. Over the past ten years, our clients have seen an amazing average return on investment of 453.53%.

Besides designing the initial tax plan, we proactively work with all our clients to update their strategic plan throughout the year. We take care of their personal and business tax preparation, provide bookkeeping services, and offer a white-glove, done-for-you service to take as much off our clients' plates as possible.

We only accept 4 new clients a month to ensure our customer service and communication remains top of class. Contact us for a free Tax Discovery Session to see if we are a good fit.

Contact:

2042 Town Center Blvd, PMB110
Knoxville, Tennessee
37922

865-281-1461

[email protected]

www.cerebraltaxadvisors.com/

Why You?

We’re not the unreactive tax people you’re used to working with. Our proactive approach to tax preparation allows clients to start saving money sooner, leading to greater savings in the long run. Here are some of the reasons for choosing Cerebral Tax Advisors:

  • Focused on ROI: We guarantee that our clients will 2X the investment they make on the design of their tax plan. Over the past ten years, our clients have achieved an average of 453.53% ROI on our tax plan design services.
  • Audit Avoidance: We only recommend tax strategies that are court-tested, IRS-approved, and that we feel comfortable defending in an audit.
  • Specialized in medical professionals: For over 10 years, we have been specializing in tax planning for physicians.
  • No nickel & diming: We offer full transparency on our pricing, and we have a no “nickel and dime” policy.
  • Our clients' best interests in mind: We are committed to putting our clients’ interests first, never selling products or taking kickbacks on strategies we recommend.
  • Superior Communication: We believe that communication is key to providing an amazing customer experience. We have an internal policy of responding to our clients within 24-48 business hours, never over a week.
  • Low client count: We purposely keep our client list small by only accepting 4 new clients per month to provide an excellent client experience and amazing communication.

Ideal Client

Due to our high standards, we cannot work with everyone. To honor our 2X ROI guarantee, our clients must earn a minimum of $400,000 in taxable income annually and own a business earning $50,000 as an independent contractor (including Sole proprietorship, LLCs, partnerships, S-corporations, and C-corporations) for our Business Package and full tax plan design services. For those without a business, we offer Basic Packages for those earning $400,000 or more in gross revenue annually. The Basic Package is popular for medical professionals with high W-2s but also invest in real estate and other passive investments.

Services Offered

  • Proactive tax planning
  • Tax preparation (personal and business)
  • Outsourced bookkeeping
  • CFO services
  • Payroll
  • Business Formation
  • IRS & State Tax Representation
  • Business Consulting

Experience and Designations

As the founder and Lead Tax Strategist at Cerebral Tax Advisors, Alexis Gallati holds the following designations and qualifications:

  • Enrolled Agent (EA)
  • Master of Business Administration (MBA)
  • Master of Science in Taxation
  • NTPI Fellow
  • Certified Tax Strategist

Other Cerebral Team members are also Enrolled Agents and Certified Public Accountants (CPAs) and have many years of experience working with medical professionals and medical/dental practices.

Fee Structure

The investment in your tax plan design and implementation generally ranges from $10,000 to $30,000 one-time fee. This fee includes a 2X return on investment (ROI) guarantee. Therefore, with an investment of $10,000, for example, you’re guaranteed a minimum of $20,000 in annual tax savings, or you get the tax plan for free. However, our clients have achieved an average 453.53% ROI with our tax plan design services over the past 10 years.

We offer full pricing transparency and have a no “nickel and dime” policy. To learn more about our pricing, visit: www.cerebraltaxadvisors.com/pricing/

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