At London's Tax, we offer three levels of tax preparation bundles tailored to fit the complexity of your financial situation. Each level is designed to provide the proper support, resources, and expertise to ensure a smooth tax filing process
Financial Planning
We Provide:
📊 Basic Cash-Flow Review (income, expenses, debt, savings)
🎯 Goal Setting & Financial Roadmap (short-term + long-term)
🛡️ Introductory Risk Assessment
💰 Savings & Budget Strategy
📅 Annual Check-In to adjust your plan
Investment Advisory
We Provide
📈 Investment Portfolio Guidance (not management)
🧭 Allocation Strategy based on goals & risk tolerance
💹 Performance Monitoring with periodic updates
🧾 Tax-Aware Investment Advice (optimize gains/losses)
💬 Ongoing Advisory Access for questions & adjustments
Wealth Managments
🔥 Advanced Tax-Efficiency Planning for business owners
💼 Business-Integrated Wealth Strategy (if applicable)
🧾 Annual Deduction & Income Optimization Review
🪙 Multi-Income Stream Planning (W-2, 1099, rentals, business, investments)
🛠️ Financial Infrastructure Setup (accounts, tools, systems)
🧩 Customized Long-Term Asset & Retirement Plan