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.

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

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.

05

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.

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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