The tax deadline is quickly approaching and we are ready to prepare your tax return, but we'll need your 2022 tax information by March 15, 2023, in order to ensure that your 2022 tax return will be successfully filed before the deadline, April 18. If we do not receive your information by March 15, 2023, we will file an extension on your behalf.
We are transitioning away from SecureDrawer™, so if you are a SecureDrawer™ user please let us know and we will get you registered with our new document-sharing service, FileCenter Portal.
You can upload all of your tax documents securely using FileCenter Portal or eMoney Advisor® (Vault), saving you time and postage.
You may also mail your tax documents to our Danville office at:
McDaniel Wealth Management, PLLC
213 W. Main St.
Danville, KY 40422
As always, you are welcome to drop off your documents to either of our office locations in Danville or Lexington.
Danville Office Hours: Monday - Friday 8:00 AM - 5:00 PM
Lexington Office Hours: Monday - Friday 8:30 AM - 5:00 PM
We appreciate your business, and we look forward to preparing your return.