Broker Check
May 17 is Closer Than You Think

May 17 is Closer Than You Think

April 20, 2021

As you are aware, the Treasury Department and Internal Revenue Service announced that the federal income tax filing due date was extended from April 15, 2021, to May 17, 2021. That deadline is quickly approaching!

 

We are ready to prepare your tax return, but we'll need your 2020 tax information before April 30, 2021, in order to ensure that your 2020 tax return will be successfully filed before the deadline. If we do not receive your information by April 30, 2021, we will automatically file an extension for you.

 

If you do not need our tax preparation services this year, we would appreciate receiving an email at info@mcdanielwealth.com or a phone call at 859.236.0595. That will allow us to update our system and discontinue sending messages like this to you.

 

You can upload all of your tax documents securely using SecureDrawer™ or eMoney Advisor®, saving you time and postage. If you need assistance with either system, please give us a call.

 

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 Lexington or Danville.

Danville Office Hours: Monday - Friday 8:00 AM - 4:30 PM

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

We appreciate your business, and we look forward to preparing your return should you need our services.

 

*If we have already filed your return or received your tax information, please disregard this message.