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 a thorough review and analysis of your unique situation.

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, enrolled agents, investment advisors, and insurance professionals working together on your behalf.

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

Execute

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

Semi & Annual Review

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 confidence and 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!.

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