Additional Information
Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.
Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.
Please remember that your financial security is a major concern for us. We do not release or disclose ANY information or copies to ANYONE other than you. This includes your parents, your children, and banks. If you need copies of your tax return or W2 forms given to ANYONE, you yourself must obtain these items from our office. We can not give them to anyone else. We are not trying to make your life difficult, just protect you from risk.
Tax Topics
Haiti Relief Deductible on 2009 return
If you contribute to Haiti relief after Jan 11 and before March 1, we can add that contribution to your 2009 charitable donations.
Letter to authorize us to deal with your bank
Section 7216 of the Internal Revenue Code prevents us from giving copies to your bank (or anyone else)without your specific permission. This is the format required by the Federal law. This is not our rule, it is the law.
NYS Appliance Information
NYS announced its Appliance Swap Program. While not the windfall originally thought, in these days, any "credit" is better than nothing.
First Time Home Buyer
Here is our fact sheet on First Time Home Buyer tax credit.
What to bring?
Here is a list of items you should bring with you for an effective tax appointment.
Recordkeeping Requirements
How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.
Got A Letter from the IRS
Did you get a letter from the IRS or NYS? Click here to find out what to do.
Individual Return Key Filing Dates
Key Federal filing dates for Individuals are listed here.
Smart Finance
Smart Banking
Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.
About Kathryn
Kathryn M. Keane, EA, ABA
Information about doing business with Kathryn M. Keane, EA, ABA, your friend in the tax business. Don't be overcharged and disrespected by the others, leave yourself in Kathryn's hands.
Privacy
Privacy
We do not disclose any non-public information about our clients and newsletter subscribers. We observe strict guidelines for copies of returns.