How It Works

Simple 3-Step Process

How It Works

How It Works

Simple 6-Step Process
Fast • Secure • Stress-Free


1. Create Your Account

Begin by creating your secure NuTax online account. This gives you access to your personalized dashboard, messages, and document portal.


2. Upload Your Documents

Log into your account and securely upload W-2s, 1099s, receipts, business statements, and prior returns—all in one safe location.



3. Consultation With a Tax Expert

Your tax professional reviews your documents and contacts you to confirm details, deductions, and any additional information needed.


4. We Prepare Your Return

Our experienced preparers complete your federal and state returns accurately, maximizing all eligible credits and deductions.


5. Review & Approve

Review your completed return inside your account. Approve it electronically once everything looks perfect.


6. We File & You Get Your Refund

We e-file your return with the IRS and your state. Track your status and refund progress directly inside your NuTax account.