Online Client Portal

Say Hello to Liscio!

Easy Document Uploads

We are excited to introduce you to our new online portal! Create your account and do the following:

Digitize Paper Documents icon

Digitize Paper Documents

Scan and create PDFs of your hardcopy tax documents.

Upload Tax Documents icon

Upload Tax Documents

Securely upload your documents to your account. We will automatically be notified and can start working on your taxes!

E-Sign Your Tax Return icon

E-Sign Your Tax Return

You will be notified when your tax return is ready for filing. Review and E-sign!

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Liscio screenshot

Step One

Liscio Registration

Fill out your information below and you will receive an invitation link within 24hrs.

    Are you a returning client?


    Tax Documents

    What We Need

    For faster service, fill out the Intake Routing Form in advance and submit with your tax materials listed here.

    Intake Form

    Identification icon

    Identification

    • Copy of Driver’s License(s)
    • SSN
    • Theft Protection Pin (IP Pin) – if applicable
    • Birthday(s)
    • For Children – Proof of Residency (examples: W2, school record, doctor bill with their name and your address listed)

    Tax Documents icon

    Tax Documents

    All Income Sources

    • W-2 (wages)
    • SSA (retirement)
    • 1099-R (retirement)
    • 1099-DIV (dividends)
    • 1099-INT (interest)
    • K-1 (pass through earnings)
    • 1099-B (sale of asset)

    Real-Estate

    • 1098 Mortgage
    • Real Estate Taxes

    Health Insurance

    • 1095
    • HSA

    Education

    • 1098-T
    • 1099-Q
    1099 Request Form

    Important Information icon

    Important Information

    • Rent Paid
    • Landlord Name & Address
    • Donation Summary
    • Marriage or Divorce
    • Birth or Death
    • Relocations
    • PAID Estimated Tax Amounts & Dates – proof of estimated tax payments (ex: canceled checks, bank statement, or copy of check register)