RESOURCES
Resources to keep you organized.
Helpful tools, forms, and documents to make tax time and everyday recordkeeping easier — with more added as we build out the full site.
CLIENT PORTAL
Get Started with the Liscio Client Portal
Watch this quick video to see how to use our trusted and secure Liscio client portal, and get up and running in minutes.
Liscio Portal →New Employee Forms
Federal onboarding forms for new hiresDownloadable Documents
Click any item to view or download- ViewW-9Request for Taxpayer Identification Number and Certification.
- Third-Party Tax Information Release ConsentAuthorize the release of your tax information to a family member, financial advisor, or other third party.
- Annual Tax Prep ChecklistA generic list of documents and items to gather for annual income tax preparation.
- Home Office Expense CalculatorWorksheet to figure the deductible portion of your home office expenses.
- Accountable Expense Reimbursement Plan (S Corporations)Sample reimbursement plan and policy template for S corporation owners and employees.
- Business Use of Vehicle ChecklistInformation checklist for reporting business vehicle use on your income taxes.
LISCIO CLIENT PORTAL
Securely send documents, review files, and stay connected.
Use the Liscio portal to exchange sensitive documents, e-sign returns, and message your accountant directly — available all year long, not just during tax or audit season, and across every service we offer.
Sign in to Liscio client portal →
YOUR PORTAL INCLUDES
- Secure document upload & download
- E-signature for returns and engagement letters
- Direct messaging with your accountant
- Year-round access across all services — not limited to tax or audit season
Ready to feel confident about your finances?
Reach out for a free 30-minute consultation — we'll take it from there.