Cerebral Tax Advisors is a White Coat Investor-recommended tax firm, trusted by physicians nationwide. We specialize in executing audit-ready, defensible tax strategies that help 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, holds two master’s degrees (a Master of Business Administration and a Master of Science in Taxation), and serves as an Enrolled Agent, NTPI Fellow, and Certified Tax Strategist. Today, Cerebral has evolved into a team of specialized tax professionals with decades of combined experience.
There is no reason to work with us if we can’t save you money! That’s why we guarantee to identify at least 2x your plan investment in first-year tax savings. For example, with a tax plan design 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 savings are generally much higher than 2X. Over the past 10 years, our clients have achieved an average 4.5X return on their tax plan investment.
Besides designing the initial tax plan, we personally execute the strategies and standardize your bookkeeping so your plan is audit-ready by default. We handle 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 execution and communication remain top of the class. Contact us for a free Tax Discovery Session to see if we are a good fit.
2042 Town Center Blvd, PMB110
Knoxville, Tennessee
37922
865-281-1461
We’re not the unreactive tax people you’re used to working with. We are the only premium firm specializing in medical professionals that personally handles the execution and guarantees at least 2X your plan investment in savings.
Here are some of the reasons for choosing Cerebral Tax Advisors:
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 gross revenue 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 or VIP Maintenance Package and full tax plan design services For those without a business, we offer our Investor Package for those earning $400,000 or more in gross revenue annually. The Investor Package is popular for medical professionals with high W-2s who also invest in real estate or have other complexities that require tax expertise to maximize their savings.
As the founder and Lead Tax Strategist at Cerebral Tax Advisors, Alexis Gallati holds the following designations and qualifications:
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.
The investment in your tax plan design and implementation generally ranges from a $10,000 to a $30,000 one-time fee. This fee includes a guarantee that we will identify at least 2X your plan fee in first-year tax savings through tax code strategies. 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, over the past 10 years, our clients have achieved an average 4.5X return on their tax plan investment through our tax plan design services.
We offer full pricing transparency and have a no “nickel and dime” policy. To learn more about our pricing, visit:
www.cerebraltaxadvisors.com/pricing/