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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Step One

Liscio Registration

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

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    Get your Answers

    Avoid being placed on hold when you call. Read our FAQ’s
    FAQ

    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)

    Tax Season 2024

    Frequently Asked Questions

    Here are answers to our most frequently asked questions

    When is the tax deadline in 2024?

    April 15. Tax Day always falls on that date, unless April 15 falls on a weekend or holiday. Next year, it comes on that darkest of days, a Monday.

    What is the new standard deduction?

    The standard deduction for 2023 also increased by about 7%, to $13,850 for individuals and $27,700 for married couples filing jointly.

    Have itemized deductions changed?

    Itemized deductions “mostly remain the same” in 2023, according to Charles Schwab. A few specifics:

    • State and local taxes: Taxpayers who itemize may deduct up to $10,000 in property, sales, or income taxes they have already paid to local or state governments.
    • Mortgage interest: You can generally deduct interest paid on the first $750,000 of mortgage debt, according to NerdWallet. People who bought a house before Dec. 16, 2017, may deduct interest on the first $1 million.
    • Medical expenses: You may deduct only medical and dental expenses that exceed 7.5% of your adjusted gross income.

    What are the new IRA and 401(k) contribution limits?

    Employees who participate in company retirement plans could generally contribute $22,500 to their 401(k) this year, up from $20,500 in 2022. Those who didn’t participate in an employer-sponsored plan could contribute $6,500 to an individual retirement account (IRA). People 50 and older have higher limits. For 2024, the limits rise to $23,000 and $7,000.

    Read More

    Upload Your Tax Documents

    Register and start uploading your tax documents today!
    Register