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Our Frequently Asked Questions


Our fees are based on the complexity of the return you need, so we would rather have you discuss your needs with one of our Advisors who can give you a more complete estimate.

This is an important thing to get right. Please upload to your Secure Client Portal, email or fax your most recent pay check stub showing your income and withholding (you will also need your spouse’s paycheck stub). We will also need to know how often you get paid (i.e., weekly, every two weeks, twice monthly). Please let us know if you are anticipating any income or expense changes between now and the end of the year. Be sure to provide a return email address and cell/fax number if you do not have a secure client portal.

The best way to get this figured out is to send The Handy Tax Guy an email at info@handytaxguy.com. Be sure to give us some examples of your particular situation and include a phone number where we can reach you. You can expect to hear back from us within a day or two upon receipt of your information.

This is one of the reasons we’re here for you. We will need to see the entire letter which can be uploaded to your secure client portal or sent to us by fax or email. You can find our contact information here. Be sure to include a phone number where The Handy Tax Guy can reach you.

In order to make our time together with you as effective as possible, please click Schedule an Appointment. The Handy Tax Guy will need you to provide some information. Our Forms & Checklist will provide you a list of documents needed prior to the appointment.

You can call the IRS at 1-800-829-1040 or check the federal return website at www.irs.gov/Refunds and/or the state you reside in state refund website. You’ll need your social security number and the amount of your anticipated refund in order to weave through the voicemail system. If you still have questions after you have contacted them, then let us know.. Also review the IRS e-file Refund Cycle Chart.

If you are a returning client and do not have access to your secure client portal, for security purposes lets setup an appointment for information regarding the process of acquiring your past tax return. If not a client, contact your previous tax preparer.

The Handy Tax Guy believes in providing outstanding service to each and every client. We are dedicated to the four underlying principles of professionalism, responsiveness, quality and security. Learn more About Us.

We are everywhere you want to be. We provide Virtual or In Office tax preparation service. Our local office is located: 611 North Wymore Road Suite 218 Winter Park, FL 32860. Schedule an Appointment today!

It is our pleasure to provide you and your family/friend with excellent tax preparation services. Find out about our referral program where you can earn $500 or more.

This is a very important thing to know. Refer to our Tax Tips page to stay informed.

We can provide you a free estimate here, all we need is for you to provide us the required income and withholding information.

The Secure Client Portal is a convenient and centralized way for you to send, store, and receive completed tax documents from us. Clients will need to contact us to setup their secure client portal. Sign In Here

The Handy Tax Guy Virtual Tax Service is designed for anyone who is looking for a first-rate tax service and a maximum tax refund. Virtual Tax Service is also for clients who do not have the time to sit around a busy tax office or for those who are tired of trying to figure out the countless confusing online tax software. The Handy Tax Guy is here to serve you virtually from anywhere you want to be!

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