SMITH FINANCIAL SERVICE

02/03/2026

NEW FEDERAL TAX DEDUCTION!

If you worked overtime in 2025, there is a new federal tax deduction that may reduce your taxable income. When dropping off your paperwork or coming in for an appointment, please include the last pay statement you received in 2025. It should show year-to-date totals, including:

Regular wages
Overtime pay
Overtime premium (if shown)

Bringing this document helps us calculate the overtime deduction accurately.
We look forward to assisting you with your 2025 tax filing.

01/26/2026

FOR YOUR SAFETY AND THE SAFETY OF OUR TEAM SMITH FINANCIAL SERVICE WILL NOT OPEN TOMORROW, JANUARY 26.

WE WILL BE OPEN AT 9AM ON TUESDAY JANUARY 27.

01/11/2026

Office opens January 26, 2026!

01/02/2026

03/30/2023

Tax prep is reaching its peak, and we want to ensure our clients get the best possible service. If you’ve been putting off dropping at the office or uploading your paperwork in SmartVault, time is running out. To meet the April 18th deadline date please submit all your materials no later than Saturday, April 8, 5 pm ET. Any paperwork submitted after that date risks not getting completed before taxes are due.

Don't delay - act now!

01/10/2023

Happy New Year! We hope that 2023 will bring you joy and good fortune.

At this time of year, it is also important to think ahead to the upcoming tax season. At Smith Financial Service, we are prepared and excited to help you get your taxes done in an efficient and timely manner.

To ensure that our clients have a convenient and stress-free experience, we are utilizing an innovative service, SmartVault, to help with the filing process. SmartVault makes it easy for you to upload documents securely while also providing an easy way for you to access and retrieve your tax returns.

To ensure that you familiarize yourself with SmartVault, please watch this short video by clicking this link.

https://vimeo.com/493784146

If you have questions call the office at 732-388-9850 or email [email protected].

Learn how to activate your SmartVault guest user account and how to view, upload, and download documents.