Vero Beach tax preparation
Black Swan Tax Group prepares individual and self-employed tax returns for clients in Vero Beach and throughout the Treasure Coast. File securely online or choose an in-person appointment when you prefer face-to-face service.
Tax preparation packages
We use package-based pricing rather than charging you for every line and form. Your final fee is based on the actual complexity of your return.
Choose how you file
Your preparation fee is based on your return—not whether you prefer to work with us online or in person.
Complete preliminary intake online, receive access to our secure client portal, upload your documents, communicate with Black Swan as needed, then review and complete your return remotely.
Start OnlinePrefer sitting down with someone? Schedule a private appointment in the Vero Beach area, bring your documents and discuss your tax situation face-to-face.
Request an AppointmentWhat to gather
Your exact documents depend on your situation, but most clients should begin with the following.
Photo ID and taxpayer, spouse and dependent identification information.
W-2s, 1099s, Social Security statements, retirement distributions, investment statements and other income records.
Childcare, education, mortgage interest, charitable contributions and other applicable records.
Gather your 1099s, business income records, categorized expenses, mileage or vehicle records and other business documentation.
Full Tax Document ChecklistPricing & complexity
Our package prices are starting points. Additional complexity may increase your preparation fee.
Examples include additional state returns, rental properties, substantial investment or cryptocurrency activity, multiple businesses or Schedule Cs, complex K-1 reporting, prior-year returns, amendments, extensive bookkeeping or record cleanup, and other unusual tax situations.
We review your tax situation and provide your preparation price before substantial work begins. If information later changes the scope of the return, we'll discuss the change with you before proceeding.
Ready to file?
Begin online or request an in-person appointment in the Vero Beach area. Sensitive tax documents are submitted through our secure client portal—not through the public website.
