SARE ASSOCIATES P.C  CLIENT PORTAL (812) 339-9330
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

    Scan and create PDFs of your hardcopy tax documents. 

  • 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

    You will be notified when your tax return is ready for filing. Review and E-sign!
Register login 
step one

Liscio Registration

Fill out your information below and you will receive an invitation link within 24hrs.
Name E-mail Phone #
Are you a returning client?
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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, remember to fill out our intake form. 
intake form

Identification

  • Copy of Driver's License

  • SSN

  • Birthdates

Tax Documents

All Income Sources

  • W-2 (wages)

  • SSA (retirement)

  • 1099-R (retirement)

  • 1099-B (dividends)

  • 1099-INT (interest)

  • K-1 (corporate earnings)

  • Small Business P&L

Real-Estate

  • 1098 Mortgage

Health Insurance

  • 1095 

  • HSA

Education

  • 1098-T

  • 1099-Q

Important Information

  • Paid Estimated Taxes

  • Rent $ Amount

  • Donations

  • Marriage/Divorce

  • Birth/Death

  • Relocation
tax season 2024

Frequently Asked Questions

Here are answers to our most frequently asked questions

Oh no! it's past the cutoff date...

Don't worry! If you are a returning client, we have automatically filed an extension.

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This is a frequently asked question?

This is a FAQ description. Add more detail about this service, such as benefits, appearance, components and value

This is a frequently asked question?

This is a FAQ description. Add more detail about this service, such as benefits, appearance, components and value
upload tax documents 

Upload Your Tax Documents

Register and start uploading your tax documents today!
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