2022 Tax Year
Streamline your tax services with your LBDIAS experience. LBDIAS is partnering with XY TAX SOLUTIONS (XYTS) to offer you tax services that complement your financial plan and simplify your experience.
XYTS is a nationwide CPA firm based in Bozeman, MT, whose team of expert CPAs handle any and all personal or business tax needs in any state in the country. They exclusively partner with independent RIA Wealth Management firms like LBDIAS to service tax prep, filing and planning needs of our clients at an extremely competitive rate.
This new service is entirely optional and you have a choice to be charged separately from services provided at LBDIAS.
Please submit your interest for 2022 Tax Preparation Services via the button below.