Frequently asked questions
Here are straightforward answers to common questions about working with Black Swan Tax Group in Vero Beach and throughout the Treasure Coast.
Pricing & services
Our Essential package starts at $250, Plus starts at $350, and Self-Employed preparation starts at $450. Final pricing depends on the complexity of your return. We confirm your preparation fee before substantial work begins.
No. Your preparation fee is based on the complexity of your return, not whether you prefer secure online service or an in-person appointment.
Examples include rental properties, additional states, substantial investment or cryptocurrency activity, multiple businesses, complex K-1s, prior-year filings, amendments, extensive bookkeeping cleanup and other unusual tax situations.
Online & in person
Yes. Most clients can complete preliminary intake, securely submit documents, communicate with us, review the completed return and complete required signatures remotely.
Yes. Black Swan offers scheduled in-person appointments in the Vero Beach area for clients who prefer face-to-face service. Appointments are arranged in advance.
Sensitive tax documents are submitted through our secure client portal after your engagement is accepted. Do not send Social Security numbers, IDs, W-2s or banking information through the public website form.
Your return
Common documents include photo identification, W-2s, 1099s, Social Security statements, retirement distributions, investment statements and records supporting applicable deductions or credits. Self-employed clients should also gather business income and categorized expense records.
Turnaround depends on complexity, document completeness and seasonal workload. We do not promise an arbitrary same-day turnaround. Complete and organized information helps us prepare your return more efficiently.
Tell us. We would rather identify what is missing and help determine the appropriate next step than guess or prepare an incomplete return.
Who we serve
Yes. Our Self-Employed package is designed for independent contractors, side-hustle earners and sole proprietors who report business activity on Schedule C. Pricing starts at $450 and increases with complexity.
Yes. We prepare returns involving Social Security, pensions, retirement distributions and other common retirement income. Being retired does not automatically make a return more expensive—a straightforward retirement return may qualify for Essential pricing.
Potentially. Prior-year and amended returns are reviewed individually before we accept the engagement and quote the preparation fee.
Refunds & filing
No. A tax preparer cannot legitimately guarantee that every taxpayer will receive a refund or promise a particular refund amount before the return is prepared. Your result depends on your individual tax situation and applicable tax law.
You have an opportunity to review your completed return before filing and complete the required authorization and signature process.
We monitor the electronic filing acknowledgement to determine whether the return was accepted or rejected. An IRS acceptance means the electronic return was received; it is not a guarantee of a particular refund date.
Security
Our public website is intentionally separated from the system used for sensitive tax documents. The preliminary intake form collects only basic information. Tax documents and sensitive taxpayer information are handled through the secure client workflow established for your engagement.
Still have a question?
Review our preparation packages, start your preliminary intake, or contact us if your question isn't answered here.
