Start
Complete our short preliminary intake so we understand your basic tax situation and whether you prefer online or in-person service.
How it works
A tax process designed to stay simple.
Whether you prefer to handle everything online or meet face-to-face in the Vero Beach area, Black Swan Tax Group keeps the process organized from first contact through e-file.
Step by step
From first click to filed return.
Most clients move through the process without unnecessary meetings or back-and-forth.
Submit Documents
Online clients use our secure client portal. In-person clients bring their documents to a scheduled Vero Beach-area appointment.
We Prepare
Black Swan reviews your information, prepares the return and follows up if anything is missing or needs clarification.
Review & File
You review the completed return, sign the required authorization forms, complete payment and we electronically file the return.
Choose your service path
Online or face-to-face.
The service path changes how you work with us—not how seriously your return is handled.
Online Preparation
Best for clients who want convenience and minimal scheduling.
- Complete preliminary intake online
- Receive secure portal access
- Upload W-2s, 1099s and other tax documents securely
- Answer follow-up questions by phone or secure message
- Review and sign remotely
- Receive your completed return electronically
In-Person Preparation
Best for clients who prefer a traditional sit-down tax experience.
- Request an appointment in the Vero Beach area
- Bring your tax documents with you
- Discuss your situation face-to-face
- Ask questions directly
- Return for review only if needed
- Electronic filing is still available
Before we begin
What happens after you contact us?
We keep sensitive taxpayer information out of the public website.
1. Preliminary Intake
The public website only collects basic contact and service information. Do not submit Social Security numbers, IDs, W-2s, banking information or tax documents through the website.
2. Engagement Accepted
We review your situation and confirm that the return is within the services Black Swan is accepting. If needed, we may ask to speak with you before moving forward.
3. Secure Access
Once accepted, online clients receive instructions for our secure client portal. Sensitive documents and taxpayer information are handled there—not through ordinary email or the public website.
Pricing
You'll know the preparation fee before substantial work begins.
Our current packages start at $250 for Essential, $350 for Plus and $450+ for Self-Employed returns. Final pricing depends on the actual complexity of your return.
What you can expect
Clear communication throughout the process.
Missing Documents
If something is missing, we'll tell you what we need rather than guessing or filing an incomplete return.
Questions
If your return raises a question, we contact you before making assumptions about your tax situation.
E-File Status
After filing, we monitor the electronic filing acknowledgement so we know whether the return was accepted or needs attention.
Ready when you are
Start with the service path you prefer.
Begin online or request an in-person appointment in the Vero Beach area. If you're unsure which option fits, start with the preliminary intake and we'll guide you from there.