u/ArmMadillo3000

I’ve seen Cerebral Tax Advisors listed/recommended through White Coat Investor, so I know they’re vetted there—but I’m curious about real-world experiences.

Has anyone here worked with them specifically for long-term tax planning (not just annual filing)?

I’m more interested in building a multi-year / multi-decade strategy around things like retirement accounts vs taxable investing and overall tax efficiency.

Would love to hear:
- whether the planning felt truly customized vs more generic
- if it was worth the cost
- whether the initial plan stood on its own or required ongoing services

Appreciate any firsthand insight.