Vision & Values

LBS believe in the excellence of customer service and that every individual is unique.

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Tax Preparation Suite

Preparing your own income tax return can be a task that leaves you with more questions than answers.

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Business Services

Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits.

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Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.

What Is My Projected Required Minimum Distribution?

Current tax law specifies that once you reach age 70-1/2 you must begin making taxable withdrawals from your IRAs and many other retirement plans. These minimum distributions are calculated annually based on your age, plan balance at the end of the previous year, marital status and spouse's age. If you do not meet the annual minimum distribution, you may be subject to a 50% penalty on your underpayment, plus ordinary income tax as the funds are withdrawn.


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Plan Information

LBS 2 Locations

Longmont Office #1:
830 Lashley St. Unit H
Longmont, CO 80504
(Corner of 9th and Lashley)
Phone: 720-494-1424
Longmont Office #2:
325 3rd Ave
Longmont, CO 80501
Phone: 303-827-3948