Audience

Tax software for companies wanting to tackle complex tax planning

About Bloomberg Income Tax Planner

Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated. Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Bloomberg Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning.

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Integrations

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Ratings/Reviews - 1 User Review

Overall 3.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Bloomberg Tax & Accounting
United States
pro.bloombergtax.com/income-tax-planner/

Videos and Screen Captures

Bloomberg Income Tax Planner Screenshot 1
Bloomberg Income Tax Planner Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

Bloomberg Income Tax Planner Frequently Asked Questions

Q: What kinds of users and organization types does Bloomberg Income Tax Planner work with?
Q: What languages does Bloomberg Income Tax Planner support in their product?
Q: What kind of support options does Bloomberg Income Tax Planner offer?
Q: What other applications or services does Bloomberg Income Tax Planner integrate with?
Q: What type of training does Bloomberg Income Tax Planner provide?

Bloomberg Income Tax Planner Product Features

Tax Planning

Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Detailed Savings Calculations
Strategy & Scenario Comparison
Tax Return Scanning
Tax Return Diagnostics
Export Branded Proposal
Export Branded Tax Plan

Bloomberg Income Tax Planner Verified User Reviews

Write a Review
  • A Bloomberg Income Tax Planner User
    President
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Ok product if you use Windows"

    Posted 2023-07-07

    Pros: Comprehensive in analysis. Easy to use. Good for multiple year analysis. Can print in multiple formats.

    Cons: Is not Mac compatible. Interface is old fashioned. Updates are not frequent enough.

    Overall: Been using it for 20 years, plan to change since it is not truly browser based and will not run on a Mac.

    Read More...
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