We know you want to get your taxes completed and filed as quickly as possible. Our world-class software allows us to offer the MAXIMUM tax refund allowed by the IRS – GUARANTEED.  Colbert/Ball Tax Service specializes in providing Instant Refund Loans and FREE E-File services for our customers.  No up-front cash is required, so gather all of your tax-related documents and stop by or call to schedule an appointment.

What to Bring ...

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

• Name
• Date of Birth
• Social Security Card /ITIN/ATIN
• Last Year's Tax Return
• Valid Driver's License 

INCOME AND TAX INFORMATION:

•  W-2's
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Saleof a Personal Residence
• Rental Income and Expenses
• Saleof any Business Assets
• Gambling or Lottery Winnings
• State Income Tax Refund
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement
• IRA or 401(k) Distribution
• Unemployment Compensation
• Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:

• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest 

TAX CREDITS:

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
• Adoption Expenses
• Retirement Savings Contributions