Alexis Gallati, EA
Founder & Lead Tax Strategist
Best fit:
- Medical professionals
Bio
Alexis Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors. She previously founded Gallati Professional Services, which rebranded as Cerebral Tax Advisors in 2019, after more than 12 years at certified public accounting firms.
Alexis is an Enrolled Agent, NTPI Fellow, and Certified Tax Strategist, and holds an MBA and a master’s degree in tax. Her experience includes high-level strategic tax planning and multi-state tax preparation. She specializes in comprehensive tax planning for medical professionals and has authored Advanced Tax Planning for Medical Professionals.
Common situations handled
- Healthcare business owner transitioning from W-2 to 1099 and concerned about taxes
- Eye-care clinic facing reactive tax advice, higher-than-anticipated taxes, and expansion plans
- Locum providers working in multiple states and facing multi-state filing requirements
- Practice owner implementing retirement-plan benefits through the clinic for the owner and employees
- Clinic owner seeking to identify overlooked business deductions
Tax services and planning
- Comprehensive tax planning for medical professionals
- Retirement plan and Roth conversion tax planning
- Business expense and accountable plan deduction planning
- Entity selection and tax structuring
- Current-year tax projections
- Ongoing tax plan verification and maintenance
- Retirement plan implementation for medical practices
- Income-shifting tax strategy through child employment
Evidence reviewed
Evidence
Published guidance
Shows tax topics the Specialist or firm addresses publicly.
- Supporting source
- The Augusta Rule | Rental Tax Tips | CerebralTax (opens in a new tab)cerebraltaxadvisors.com · Firm website
- Supporting source
- Tax Planning for Doctors | Cerebral Tax Advisors (opens in a new tab)cerebraltaxadvisors.com · Firm website
- Supporting source
- Blog | Tax Planning & Saving Articles | Cerebral Tax Advisors (opens in a new tab)cerebraltaxadvisors.com · Firm website
- Supporting source
- Maximize your 2026 tax savings as an NP or PA locum (opens in a new tab)hotmaths.weatherbyhealthcare.com · Public source
Evidence
Public education and commentary
Shows public education, speaking, or commentary relevant to the Specialist’s work.
- Supporting source
- Supporting source
- Alexis Gallati on Year Round Tax Planning – MARKETVISORY GROUP (opens in a new tab)marketvisorygroup.com · Public source
- Supporting source
- Wealth Building Tactics Uncovered: Insights from Tax Strategist Alexis Gallati (opens in a new tab)podimo.com · Public source
- Supporting source
- Tax-free income with the Augus… - The Podcast by KevinMD - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Lesser Known Tax Strategies - WCI Podcast #353 (opens in a new tab)youtube.com · Public source
- Supporting source
- #217: The Hidden Tax Strategie… - Medical Millionaire Podcast - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Proactive Retirement and Tax E… - The Priority of Retirement - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Alexis Gallati on Tax Benefits… - PracticeCare - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Tax Strategies You Simply MUST… – Dental A Team Podcast – Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Tax Tips for Physicians with Alexis Gallati of Cerebral Tax Advisors (opens in a new tab)youtube.com · Public source
- Supporting source
- Tax Planning Mastery (opens in a new tab)youtube.com · Public source
- Supporting source
- Smart Giving: How Physicians Can Accurately Value Non-Cash Donations (opens in a new tab)youtube.com · Public source
- Supporting source
- Maximize Your Retirement Savings: The Power of Backdoor Roth IRAs (opens in a new tab)youtube.com · Public source
- Supporting source
- Alexis Gallati on Choosing a R... - PracticeCare - Apple 播客 (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- #217: The Hidden Tax Strategie... - Medical Millionaire Podcast - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Alexis Gallati on Year Round T… - PracticeCare - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- My Podcast Interview with Tax Expert Alexis Gallati, MBA — Mindful Physician Coaching (opens in a new tab)mindfulphysiciancoaching.com · Public source
- Supporting source
- Ask the Expert Series: Alexis E. Gallati, Founder and Lead Tax Strategist at Cerebral Tax Advisors (opens in a new tab)the-doc-lounge-podcast.castos.com · Public source
- Supporting source
- Cerebral Tax Advisors: An interview with Founder Alexis Gallati (opens in a new tab)youtube.com · Public source
- Supporting source
- Augusta rule for doctors: renting your home to your business (opens in a new tab)youtube.com · Public source
Evidence
Professional profiles
Confirms public professional identity and context for the Specialist’s practice.
- Supporting source
- Certified tax advisor Alexis Gallati - Cerebral Tax Advisors (opens in a new tab)cerebraltaxadvisors.com · Firm website
Evidence
Additional reviewed sources
Provides additional public or firm-provided context reviewed for this profile.
- Supporting source
- Secrets from a CPA that can save you five figures (or more) each year (opens in a new tab)wealthmindedmd.com · Public source
- Supporting source
- Cerebral Wealth Academy (opens in a new tab)academy.cerebraltaxadvisors.com · Firm website
- Supporting source
- Tax Reduction Tactics: Optimizing Finances for Healthcare Busine… (opens in a new tab)rootuon.com · Public source
- Supporting source
- Optimizing Your Tax Situation with Alexis E. Gallati | POP 1137 - How to Start, Grow, and Scale a Private Practice | Practice of the Practice (opens in a new tab)practiceofthepractice.com · Public source
- Supporting source
- Financial Residency: Grand Rounds - Tax Strategies for Physicians with Alexis Gallati (opens in a new tab)financialresidency.libsyn.com · Public source