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

Amy L. Smith Financial Services /The TaxSmiths

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Johnson City, NY
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.

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.

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. ❤️🤍💙

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 😄

04/05/2026

Wishing everyone a blessed and beautiful Easter today!

03/11/2026

It's easy to rush through the present while already thinking about what's next. Some of the most grounding moments come from simply pausing. Savoring a quiet evening, stepping back from a busy routine, or noticing how much you've grown.

Let's catch up and talk through how far you've come. 🌅

01/01/2026

Wishing everyone a bright and successful New Year! May 2026 bring new opportunities, good health, and moments to cherish.

12/25/2025

Wishing everyone a joyful and peaceful Christmas season. May your holidays be filled with warmth, gratitude, and time spent with those who matter most!

12/10/2025

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.

Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

10/01/2025

📌 Piece of the Month: Why You Should Care About Medicare

Medicare plays a bigger role in your future than you might think. This month’s featured article from Hartford Funds explains why understanding Medicare matters—whether you’re nearing retirement or just planning ahead.

Stop by the office and pick up a copy while they last!

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

http://www.amylsmithfinancial.com/

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