Frequently Asked Questions

Who is The Handy Tax Guy?

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.

How much do you charge?

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.

How can I check my income tax withholding? (I just changed jobs, how many deductions should I claim? I want to adjust my withholding for the new baby/house/marital status, what should I claim?)

This is an important thing to get right. Please securely email or fax your most recent paycheck 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.

Should I make estimated (quarterly) income tax payments?

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.

I got a letter from the IRS. What should I do?

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.

I need to make an appointment with The Handy Tax Guy to discuss my tax preparation.

Please contact me to Schedule an Appointment. Also, our Forms & Checklist will provide you a list of documents needed prior to the appointment.

I haven’t gotten my refund from the IRS. What should I do?

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 to navigate the voicemail system. If you still have questions after contacting them, then let me know. Also, review the IRS e-file Refund Cycle Chart.

I need a copy of a past tax return.

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.