To expedite your office visit and to better assist you, below you will find a few printable office documents you will need to complete and turn in prior to filing your tax return:

2023 Client Documents:

• New Forms Coming Soon.

2022 Client Documents:

• New Forms Coming Soon.

 * These forms are also available via your Liscio account and can be completed and submitted to us digitally.
** If you need to file a 2023 Business tax return, you can call us for the forms, or we can send those forms to you through your Liscio account.

If you are a new tax client please make sure to bring the following documents with you: