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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