Tax Filing
Frequently Asked Questions (FAQ's)
Where is my refund?
How do I get my Form W-2?
What information should I bring to Colbert/Ball Tax Service?
How much does it cost to have my taxes prepared at Colbert/Ball Tax Service?
How quickly can I get money at Colbert/Ball Tax Service?
I need to change my withholding. How do I update my personal information?
What is the Referral Program?
What is the Earned Income Tax Credit (EITC) and am I eligible?
Q: Where is my refund?
A:
Q: How do I get my Form W-2?
A: Your employer is required to mail your completed Form W-2 (copies B, C, and 2) showing your compensation and tax withholding amounts for the calendar year by January 31. If you do not receive your W-2 by January 31, contact your employer to confirm your address and find out when the form was mailed. If you have not received your W-2 by February 15, then call the IRS at 1-800-829-1040. A representative will complete a W-2 complaint on Form 4598, Form W-2, or 1099 Not Received or Incorrect.
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Q: What information should I bring to Colbert/Ball Tax Service?
A: Make sure to bring the following materials to your tax interview:
• Wage statements (Form W-2)
• Pension, or retirement income (Forms 1099-R)
• Social Security card(s)
• Driver's license(s)
• Dependents' Social Security numbers and dates of birth
• Last year's tax return
• Information on education expenses
• Commissions received and/or paid
• Information on the sales of stocks and/or bonds
• Self-employed business income and expenses
• Lottery and/or gambling winnings and losses
• State refund amount
• Social Security and/or unemployment income
• Income and expenses from rentals
• Alimony paid or received
• Record of purchase or sale of real estate
• Medical and dental expenses
• Real estate and personal property taxes
• Estimated taxes or foreign taxes paid
• Cash and non-cash charitable donations
• Mortgage or home equity loan interest paid (Form 1098)
• Un-reimbursed employment-related expenses
• Job-related educational expenses
• Childcare expenses and provider information
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Q: How much does it cost to have my taxes prepared at Colbert/Ball Tax Service?
A: The cost of tax preparation is based upon the complexity of your tax return. Fees are set locally at each Colbert/Ball Tax Service. To learn more, please contact your local Colbert/Ball Tax Service office
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Q: How quickly can I get money at Colbert/Ball Tax Service?
A: Need cash in a hurry? Why not apply for an Instant Refund Loan; you could have money in minutes!!! An instant loan offers qualified* COLBERT/BALL clients an immediate (same day) advance against their anticipated refund amount. This loan is available for Federal refunds only and the return must be electronically filed. If you qualify, you will receive the balance of your refund loan within 48 hours.
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Q: I need to change my withholding. How do I update my personal information?
A: Use Form W-4, Employee's Withholding Allowance Certificate . If you get married or divorced, if a child is born, or if you no longer can claim a child as your dependent, you will need to complete a new Form W-4. When you begin to work at a new company, your employer must give you a Form W-4 to complete. You can also request a Form W-4 from your employer at any time to reflect a change in your tax situation.
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Q: What is the Referral Program?
A: After you pay for your tax preparation, you will receive several Referral Cards from your tax preparer. Fill them out and pass them on your friends, family or strangers who did not use Colbert/Ball Tax Service last year.
We’ll issue you $30 for each for each referral that receives a tax return at Colbert/Ball Tax Service. There's no limit to the number of customers you can refer. **Referrals are valid for new customers only.**
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Q: What is the Earned Income Tax Credit (EITC) and am I eligible?
A: The Earned Income Tax Credit (EITC) is applicable to low-income workers who may or may not have a qualifying child, or children, living with them. If you can take the EITC, then it is subtracted from the tax owed. The credit can be refunded even if you don’t owe any tax. If you have a qualifying child and your earned income and adjusted gross income (AGI) are each less than $33,241 ($35,241 if filing Married Filing Jointly), then you could be eligible for a maximum credit of $2,853. The maximum credit is $4,716 if you have more than one qualifying child and your earned income and your AGI are both less than $37,783 ($39,783 if Married Filing Jointly). You may still qualify for a maximum credit of $428 if you do not have children and your income is less than $12,590 ($14,590 if Married Filing Jointly). Ask your Colbert/Ball Tax Preparer for more information.
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FAQ's 
