Start your return

Tell us a little about your tax situation.

This short form helps Black Swan determine the right next step for your return. Please do not submit Social Security numbers, tax documents, bank information or other sensitive taxpayer information here.

Preliminary intake

Start here.

This is not your full tax organizer. It is only the first step so we can understand your needs and route you correctly.

If the form does not load, open the preliminary intake directly.

Prefer to meet face-to-face?

Choose “In-person appointment” on the form. Once we review your request, we'll send scheduling instructions for a private appointment in the Vero Beach area.

What not to send here

Do not enter or attach:

Social Security numbers
Driver's licenses or IDs
W-2s or 1099s
Bank account information
Prior tax returns
Other sensitive tax documents

Those items belong in the secure client portal after your engagement is accepted.

Need help choosing?

Start with the form.

If you're unsure whether your return is Essential, Plus or Self-Employed, that's fine. We'll review your answers and let you know the appropriate next step.

After you submit

Here's what happens next.

Review

Black Swan reviews your preliminary intake and determines whether your return fits the services we are currently accepting.

Next Step

Online clients receive secure portal instructions. In-person clients receive appointment scheduling instructions.

Documents

You submit your tax documents through the secure portal or bring them to your scheduled appointment.

Pricing

We review the actual scope of your return and confirm the preparation fee before substantial work begins.

Questions first?

See exactly how the process works.

If you're not ready to start, review our filing process or compare tax preparation packages before submitting your intake.

How It Works View Pricing