Amy L. Smith Financial Services /The TaxSmiths

Amy L. Smith Financial Services /The TaxSmiths Welcome to Amy L Smith Financial Services and The TaxSmiths! Established in 2011, Amy L.

Smith Financial Services is owned and operated by Amy L Smith who is committed to assisting her clients as they pursue their financial goals and dreams. With over 15 years experience in the tax and financial services business, Amy strives to be a source of knowledge, inspiration and motivation to those who are diligent in their desire to plan for their successful financial future. The TaxSmiths wa

s established in 2013 to allow our tax preparers the ability to provide quality tax preparation services to our clients in an independently owned and operated environment. The desire to provide personalized services tailored to each individual is a vital part of our organizations.

Happy 4th of July!Wishing everyone a safe and happy Independence Day as we celebrate freedom, family, and community. Enj...
07/04/2026

Happy 4th of July!

Wishing everyone a safe and happy Independence Day as we celebrate freedom, family, and community. Enjoy the holiday! ❤️🤍💙

06/02/2026

Shifting from tax preparation to tax planning can help you strategically time Roth conversions and avoid Social Security taxes or Medicare surcharges.

05/29/2026

🎉 Did You Know?

May 29th — or 5/29 — is recognized as 529 Day, celebrating the power of 529 college savings plans!

A 529 plan is a smart, tax-advantaged way to save for future education expenses — whether for college, trade school, or even K-12 tuition in some cases. The earlier you start, the more time your savings has to grow. 🌱📚

✨ Fun Fact: Even small, consistent contributions can make a big impact over time thanks to compound growth.

This 5/29, take a step toward your family’s future. Open a 529 plan, contribute to an existing account, or encourage someone you love to start saving for education goals today.

🎓 Invest in their future — one contribution at a time.

Today we honor and remember the brave men and women who made the ultimate sacrifice for our freedomWishing everyone a sa...
05/25/2026

Today we honor and remember the brave men and women who made the ultimate sacrifice for our freedom
Wishing everyone a safe and meaningful Memorial Day. ❤️🤍💙

It's hard to miss us now!🌞Our new outdoor sign is officially up! A small upgrade, but a big moment for us.Next time you ...
04/22/2026

It's hard to miss us now!🌞

Our new outdoor sign is officially up!
A small upgrade, but a big moment for us.

Next time you pass by, give us a wave — we’ll be the ones with the brand new sign 😄

Wishing everyone a blessed and beautiful Easter today!
04/05/2026

Wishing everyone a blessed and beautiful Easter today!

Address

99 N Broad Street
Johnson City, NY
13790

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm

Telephone

(607) 217-4148

Website

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