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's Services Bundle
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Financial Planningā
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We Provide:
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š Basic Cash-Flow Review (income, expenses, debt, savings)
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šÆ Goal Setting & Financial Roadmap (short-term + long-term)
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š”ļø Introductory Risk Assessment
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š° Savings & Budget Strategy
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š Annual Check-In to adjust your plan
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Investment Advisoryāāāā
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We Provide
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š Investment Portfolio Guidance (not management)
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š§ Allocation Strategy based on goals & risk tolerance
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š¹ Performance Monitoring with periodic updates
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š§¾ Tax-Aware Investment Advice (optimize gains/losses)
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š¬ Ongoing Advisory Access for questions & adjustments
Wealth Managmentsā
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We Provide:
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š„ Advanced Tax-Efficiency Planning for business owners
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š¼ Business-Integrated Wealth Strategy (if applicable)
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š§¾ Annual Deduction & Income Optimization Review
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šŖ Multi-Income Stream Planning (W-2, 1099, rentals, business, investments)
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š ļø Financial Infrastructure Setup (accounts, tools, systems)
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š§© Customized Long-Term Asset & Retirement Plan