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Learn how our Tax-Smart 2nd
Look could Reduce Your Taxes
The financial decisions you make today ultimately end up
on your tax return. Our tax preparation process provides
athorough review and analysis of your unique situation.
on your tax return. Our tax preparation process provides
athorough review and analysis of your unique situation.
R E Q U E S T A T A X S M A R T 2nd L O O K
Your strategic team of
Experience
Planners.
At Cavalier Wealth Management, our team of tax professionals work together to bring you more than 50 years of collective experience. We have a collective of tax planners, accountants, tax professionals, enrolledagents, investment advisors, and insurance professionalsworking together on your behalf.
C A L L U S N O W
How we do it?
Cavalier’s Proactive Process
It is all about you! Our process of education and transparency aims to give you the best tax and financial plan possible. Each plan we put together revolves completely around you and your goals.
We will utilize our tax plans as the basis for any financial recommendations that we make. Throughout our process, you will learn the how and why of each part of your unique plan.
01
Analyze
Our team takes the time to discover and learn about you, your financial standing, and your future goals. We never use a onesize-fits-all solution. We get to know your unique circumstances, income, and investment goals. Your tax planner will consider the possible changes of your lifestyle, your retirement plans, and how you would likely experience taxation on your assets as they work to prepare your Tax-Smart 2nd Opinion.
02
Identify
Your tax planner works to develop a Tax-Smart 2 nd Look. Our goal is for you to
leave this meeting with an understanding of what your current tax obligations are, what they will look like in retirement, and what planning techniques you can use to lower those tax rates. At the end of this appointment, we seek
your consent to put together a financial
plan that fits the tax planning model
we have built.
03
Advise
Our tax and income planning solution is presented in an easy-to-understand method. We will educate you on the techniques, investments, products, and planning strategies that can effectively accomplish your tax planning goals. During this meeting, we will finalize your proposal. If you request to see a combination or modification to the options we present, we will have a follow-up meeting to show you the finalized plan. Our goal is to spend as much time as needed educating you on the “How” and “Why”, so you feel comfortable and confident in implementing your plan.
04
Identify
We appreciate when clients choose us to implement their tax and income planning
goals. We understand and value the trust and responsibility extended to us when we gain new clients. Our firm will guide you through each step necessary to achieve your tax planning goals. In addition to setting up your logins to all applicable
websites, we will make sure you can fully utilize your personalized client portal.
Through this portal you will have access to reports, as well as copies of your tax and income plan.
05
Advise
When you choose our firm, you are choosing a highly skilled team that will carry you into, &
through retirement. We strive to provide each client with confidenceand financial
peace of mind. As our firm continues to grow and evolve, we will never leave anyone behind. In choosing Cavalier Wealth Management, you have implemented a living, breathing plan that will be monitored by our team
for the entirety of your
client experience.
Thorough reviews
Gain insight into changes you
can make to save money and
create tax-free income.
Nationwide Service
Get our tax preparation and
planning help from any location
in the US.
Top Professionals
Work with high-quality
accountants, enrolled agents & attorneys not just tax preparers.
Virtual Servers
Enjoy 24/7 access to our secure and private portal that meets IRS guidelines.
Our Features
Cavalier Wealth
Management Inc
Start with Us Now!
By Filing your
Taxes!
Easily get your taxes done with a snap of a picture. Simply register, fill out some details about yourself, & upload your documents. Reach out to us, we’re building a family to
grow & elevate together!.
Testimonials
What People Are Saying About Us!
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