What is Liscio?
Liscio is a secure, all-in-one platform accessible from your computer or through a mobile app. It's built to streamline our communication and document exchange, ensuring everything is handled with the highest level of security.
Key Features & Benefits for You:
Secure Document Sharing: Say goodbye to dropping off papers or sending sensitive information via email. With Liscio, you can safely upload and share documents directly with us.
Mobile Scanning: The Liscio mobile app includes a built-in scanner. You can simply use your phone to snap a picture of a document—like a W-2 or a bank statement—and it will be converted into a high-quality, secure PDF for us to review. No more driving to the office just to drop off a few pages!
Effortless Communication: You can send and receive secure messages directly within the portal or app. This keeps all our conversations and file exchanges organized in one place, so nothing gets lost.
Electronic Signatures: Liscio allows for easy and secure electronic signatures. This means you can review and sign important documents, like your completed tax return, from the comfort of your home, saving you an extra trip to our office.
By using Liscio, you can manage your tax and financial tasks on your own schedule, from anywhere, while ensuring your information is always protected. It's our commitment to providing you with a modern, secure, and hassle-free client experience
Not sure what to turn in?
Please provide any of the following documents that you have:
Income/Forms
W-2 Form
1099 Forms
1099-R Retirement funds
1099-Misc Miscellaneous Income
1099-G Refund Notice / Unemployment
1099-INT Interest
1099-DIV Dividends
1099 SSA Social Security
1099-B Stock
1098-T Tuition
1098 Mortgage Statement
HUD Sale/Purchase of a Home
HSA Contributions / Distributions
W2G Gambling income
K1 Partnerships / S-Corporations
1095-A Marketplace Health Insurance
Provide Original Documents
Deductions
Medical Info
Medical Insurance Paid Out-of-pocket
Medical miles driven
Other Medical expenses (ie Doctor visits, prescriptions, dentists, eye exams, hospitalization)
Long-Term Care Insurance paid out-of-pocket
Property tax
Auto Tags / License
Gambling Losses
Charitable Donations
Mileage Driven
Cash — Name and Amount
Goods — Name and Donation Amount
1098-E Student Loan Interest
Schedule C Profit and Losses
Rental Properties
Provide totals only, no documentation required for tax preparation but keep forms for your own records