BCS has mailed all tax organizers. The organizers contain some changes for 2013. The first notable change will be the revision of the engagement letter. Please be sure to read through the engagement letter before signing. In addition to the revised engagement letter, there will be a new “Tax Time” worksheet for 2013. This is a checklist along with questions that will help you in gathering the documents we will need to adequately prepare your return. Finally, BCS is going to require that all individual clients answer the questions on the “Tax Time” worksheet and the four-page questionnaire contained in the organizer and return both with a signed engagement letter before we begin preparation of your return.
If you are a client, and you did not receive an organizer, please click on the links below to view and print the engagement letter and tax time worksheet and organizer questionnaire for 2013.
Tax Time Worksheet and Organizer
We look forward to serving you!