2023 Tax Season – What’s New?

LISCIO – Replaces Sharefile

  • Secure Messaging & Document Exchange
  • Sign all e-documents with your LISCIO Login
  • App and Desktop Version
  • App allows you to take a picture of missing documents, converts it to a PDF in-app, and upload to the preparer
  • We will invite you to use the platform at tax time – check your spam if you don’t see it!

PHONE System Changes

  • Due to high call volume, you may experience an auto-answer system but do NOT despair! We are still here.
  • We strive to return all messages within 48 business hours
  • You can always dial the extension you are trying to reach without listening to prompts. Just dial anytime.
    For example, to make a pickup appointment, dial extension 113 to reach Chris
  • Email us at info@taxesplus.com with any questions.

Client Drop offs & Review Appointments 

  • Unless otherwise notified, all will clients drop off their tax documents (no appointment needed) when they’re ready for tax preparation (or work remotely through LISCIO)
  • Appointments are at the end of the tax preparation process (instead of the beginning).
  • This allows us to have a more meaningful tax conversation around your situation. Don’t worry, we will be talking to you before the final pickup!
  • When we have finalized your return, we will contact you to set this pickup appointment – getting in within the week to pickup.
  • Don’t forget to save our number 913-432-3147 so you know who’s calling!

All Clients Will Receive PDF Copies

  • These can be accessed in LISCIO & can be saved to your computer or printed
  • $35 Charge for any request for paper copies.