Client Resources

New Business Clients

Interested in business advising & accounting services? Let's Talk! 256-533-0806 ext. 1

email now!

-- 2023 Business Services Brochure

-- New Business Client Info Sheet

Liscio Online Signing & Uploading

Need help signing in Liscio or uploading your tax documents? Here's a list of step-by-step guides with images to help!

--Sign-in to Liscio (Current Users)

-- Liscio Help Links for Clients

Individual Tax: Current Clients

LISCIO [link] is our secure, online file-sharing portal to send & receive your tax documents. Please email [link] if you need help accessing Liscio.

-- 2022 Client Confirmation Form [link to fillable pdf]

-- 2022 Dependent Confirmation Form for Taxpayers Ages 14-23 Required to File [link to fillable pdf]

Note: Please type in the pdf, save the pdf with your text, then upload to LISCIO [link]

-- How to Pay Your Balance Due - Instructions for IRS or AL
-- Audit Protection Information

Forming & Dissolving Corporations and LLCs

Consent Forms