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I started including the depreciation schedules when I got new clients that didn't have them, and discovered what a pain that could be. One client I got had his preparer die suddenly during the year, and had a heck of a time even getting his docs back, much less any prior year info, like depreciation schedules. I'm currently trying to deal with a habitual late filer whose prior preparer is insisting everything is in the tax returns..but there is no depreciation schedule, and his main source of income is a 2 unit rental. I've scoured the returns I have, but there have been too many things put into service, including improvements, plus him converting one unit from personal to a rental that I simply cannot recreate the depreciation from what is contained in the 4562s I have. I put the tax return with the necessary reports (but not worksheets) in an ATX-styled return cover, and their docs in a two pocket envelope, unless they only have a few in which case I staple them in back of the return. I make copies of all of the docs I used to prepare the return, although I'm slowly switching to scanning. I'm starting to include two year comparisons, adding them somewhat haphazardly to the returns each year. I have personalized pens and refrigerator magnets I give out. The magnets are new this year, and my first efile client today specifically asked for one. She loves the pens, and I usually have one or two on me. For awhile I had run out of biz cards and just gave out pens. I've also had compliments on my tax package. It looks very professional, and the return covers don't cost much.

If I gave all that to my clients, I would be overwelmed with phone calls. I only have one of form ####, do I send it to the IRS? Most of my clients are not e-filers, I been trying to get them to e-file but they don't trust the internet. I get the calls if they go through the package and mess it all up. Thank God ATX lets me print client copy on their return. So the least I give them the better off they are and I am. If they need something I gladly send it to them.

Love those free e-file stickers. And use year stickers from M&C, alternating silver and gold. I change folder colors every year. I've had occasion on the telephone to tell someone to look for the green folder or blue or.... Also have free stickers from AmEx that have the logos for AmEx, VISA, MC, and Discover, that I stick on my invoices. I use better paper for client returns. But, other than the upgraded paper, it's great how using free and inexpensive products can create a professional package. I've had compliments on my packaging. I use Tyvek envelopes when mailing. Might try the USPS if-it-fits-it-ships mailers. Used to be everyone picked up, but clients are moving out of state so more mailing. I use the free packets of yellow post-its from the IRS that say thank you and call us if you hear from the government.