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Our Frequently Asked Questions


Our fees are based on the complexity of the return you need, so I 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 seculy email or fax your most recent pay check stub showing your income and withholding (you will also need your spouse’s paycheck stub). I will also need to know how often you get paid (i.e., weekly, every two weeks, twice monthly). Please let me know if you are anticipating any income or expense changes between now and the end of the year.

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 me some examples of your particular situation and include a phone number where I can reach you. You can expect to hear back from me within a day or two upon receipt of your information.

This is one of the reasons I am here for you. I will need to see the entire letter which can be sent to me by fax or secure email. You can find my contact information here. Be sure to include a phone number where The Handy Tax Guy can reach you.

Please contact me to Schedule an Appointment. Also, 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 me know.. Also review the IRS e-file Refund Cycle Chart.

If you are a returning client please contact me 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. I am dedicated to the four underlying principles of professionalism, responsiveness, quality and security. Learn more About Me.

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My name is Handy (pronounced “Andy”) and I’m the owner of The Handy Tax Guy. I believe in using money as a tool to create a life of financial success and I’d like to show you how. Learn from my successes (and failures) to help grow your income and achieve financial freedom. Read my comeback story here.

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