George4Tacks
Level 15

I condense the condensed organizer. I use 1 page client letter, 1 page Engagement, 2 page Condensed Questionnaire (I basically eliminate any blank lines between questions), then the condensed organizer. 

I print 2 sided and many will be less than 5 sheets that go into a window envelope for 1 Forever Stamp (purchased at Costco for a discount before the last price increase). If more than 5 sheets I fold in half and mail in a plain white 5.75 X 8.75 envelope using 1 forever stamp and one or more forever extra postage. Call me cheap, but I grew up that way.

The cover page always mentions I am gonna jack up the price and they are welcome to go hunting. This year I put in a sentence about California's wonderful Middle Class Refund that shared taxpayers information with a New York Bank and a South Dakota processing company. Oh yes, they do share information with their affiliates, but don't get me started on that. 

Teaser - page 1 of Questionnaire

page1.jpg

I seldom mention new tax laws, cuz they don't read them and sometimes those laws change before I do the return. 


Answers are easy. Questions are hard!