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April 15 Is Closer Than You Think

April 15 Is Closer Than You Think

February 20, 2024

If your return has already been prepared or if you have already submitted your tax documents, please disregard this reminder.

As the tax deadline quickly approaches, we would like to kindly remind you to submit your tax information by March 15, 2024. This will ensure the timely and accurate filing of your 2023 tax return before the April 15, 2024 filing deadline. If we do not receive your information by March 15, 2024, we will file an extension on your behalf.

To make the process as convenient as possible, we offer multiple secure options for submitting your tax documents:

  1. FileCenter Portal: You can upload all your tax documents securely through our FileCenter Portal. Simply log in to your account and follow the instructions to upload your documents.

  2. eMoney Advisor® (Vault): Another secure option is to use eMoney Advisor® (Vault) to upload your tax documents.

If you prefer traditional methods, you can also mail your tax documents to our Danville office at the following address:

McDaniel Wealth Management, PLLC

213 W. Main St.

Danville, KY 40422

Alternatively, you are welcome to drop off your documents in person at either of our office locations in Danville or Lexington during our office hours:

Danville Office Hours: Monday - Friday 8:00 AM - 5:00 PM

Lexington Office Hours: Monday - Friday 8:30 AM - 5:00 PM

Should you have any questions or need assistance, please feel free to reach out to our team.

Thank you for choosing McDaniel Wealth Management, PLLC for your tax preparation needs. We value your business and look forward to assisting you.