Thanks, Joel, for the spreadsheet. I'm going to take a good look at it later.
I charge by form and discount as needed. Can't justify charging $50 for a Sch D when there's only one item on it, or one carryforward loss amount. Also discount for good clients, long-term, neatness/completeness of paperwork submitted to me (less work!), senior, military, family (mainly college-age kids of clients).
I don't discount (nor do I give referral coupons to) PITA clients (they send more PITA folks; not what I want).
Catherine