Important Information
Our Process
- Download and fill out the tax checklist here: 2023 Checklist
- Log in to scan and upload your tax documentation to the Engeltax website.
- Alternatively, you can mail, scan and email to bryan@filewithengeltax.com.
- Follow-up conference call to discuss the results of your return and any additional deductions you may be eligible for
- Verify the results of the electronic tax return provided by Engeltax
- Receive your tax refund or pay your tax liability (direct deposit is available, if interested)
- Note: Engeltax is based in Westfield, NJ for those clients who would like to drop off their tax documentation in person
- Engeltax accepts Venmo (@Bryan-Engel-2), Zelle (908-463-6006), or check; whatever works best for you.
Key Dates
2023 Tax Year Filing
- 1/15/2025 - Quarter 4 Estimated Payments due