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 was 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.
Amy L. Smith, Financial Advisor* *Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.
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