BLACK SWAN TAX GROUP — PRELIMINARY TAX INTAKE
This short form helps Black Swan Tax Group understand your tax situation and determine the appropriate next step. This is not your tax organizer. IMPORTANT: Please do not enter Social Security numbers, banking information, driver's-license information, or upload tax documents through this form. Secure document instructions will be provided after your intake is reviewed.
FULL NAME
*
EMAIL ADDRESS
*
example@example.com
PHONE NUMBER
*
Please enter a valid phone number.
Format: (000) 000-0000.
ZIP CODE
*
WHAT WAS YOUR MARITAL STATUS ON DECEMBER 31, 2025?
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Single
Married
Divorced
Legally separated
Widowed
Other / Not sure
DO YOU HAVE ANY CHILDREN OR OTHER PEOPLE YOU MAY BE ABLE TO CLAIM ON YOUR TAX RETURN?
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Yes
No
Not sure
WHICH TYPES OF INCOME DID YOU RECEIVE DURING 2025?
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W-2 wages
Social Security
Pension or retirement distributions
Bank interest
Dividends / investment income
Stock / investment sales
1099 / independent contractor income
Business / self-employment income
Unemployment
Rental property income
Cryptocurrency / digital assets
Other
Not sure
DID YOU RECEIVE HEALTH INSURANCE THROUGH THE HEALTH INSURANCE MARKETPLACE DURING 2025?
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Yes
No
Not sure
DID YOU SELL ANY STOCKS, CRYPTOCURRENCY, REAL ESTATE, OR OTHER INVESTMENTS DURING 2025?
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Yes
No
Not sure
DID YOU OWN OR OPERATE A BUSINESS OR EARN MONEY FROM SELF-EMPLOYMENT DURING 2025?
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Yes
No
DID YOU OWN RENTAL PROPERTY DURING 2025?
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Yes
No
DID YOU FILE A 2024 FEDERAL TAX RETURN?
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Yes
No
Not sure
DO YOU NEED HELP WITH ANYTHING BESIDES YOUR 2025 TAX RETURN?
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No — just my 2025 tax return
Prior-year tax return
Amended tax return
IRS notice or letter
State tax return
I'm not sure
HOW WOULD YOU PREFER TO WORK WITH BLACK SWAN TAX GROUP?
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Completely online
In-person appointment
I'm comfortable with either
I'd like to speak with someone first
HOW DID YOU HEAR ABOUT BLACK SWAN TAX GROUP?
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Facebook / Instagram
Google
Friend or family referral
Existing Black Swan client
The Swan Report
Other
IS THERE ANYTHING ELSE ABOUT YOUR TAX SITUATION YOU'D LIKE US TO KNOW? OPTIONAL
IMPORTANT: Please do not include Social Security numbers, bank account information, driver's-license numbers, or other sensitive personal information in this box.
Submit My Intake
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