Additional Pages

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

Where's your refund?

Links to check the status of your tax refund

Owe Money to the IRS? There are options

Owe Money to the IRS? There are options

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.

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

What to bring?

Here is a list of items you should bring with you for an effective tax appointment.

Individual Return Key Filing Dates

Key Federal filing dates for Individuals are listed here.

Got A Letter from the IRS

Did you get a letter from the IRS or NYS? Click here to find out what to do.

EIC

EIC is a vital part of our nation's tax picture. Unfortunately, there is much fraud. To combat this fraud, the IRS has shifted entry level compliance onto the professional tax community. Here is some important information

1099 Request Form

If you need our help to prepare 1099 for your vendors, free lancers and independent contractors, we can help you. Use this form.

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.

Make a Payment

If you have a PayPal account you can now use it to pay for your tax returns!

About Kathryn

Kathryn M. Keane, EA,

Information about doing business with Kathryn M. Keane, EA, 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.