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

See Integrations

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 for Bloomberg Income Tax Planner 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?
Bloomberg Income Tax Planner works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Bloomberg Income Tax Planner support in their product?
Bloomberg Income Tax Planner supports these languages: English.
Q: What kind of support options does Bloomberg Income Tax Planner offer?
Bloomberg Income Tax Planner offers support via phone support and online.
Q: What other applications or services does Bloomberg Income Tax Planner integrate with?
Bloomberg Income Tax Planner integrates with: Rightworks.
Q: What type of training does Bloomberg Income Tax Planner provide?
Bloomberg Income Tax Planner provides training in the form of documentation, live online, webinars, and videos.

Bloomberg Income Tax Planner Product Features

Tax Planning

Multi-Entity Planning Not Supported
Multi-Year Planning Not Supported
Proposed Legislation Planning Not Supported
State & Local Planning Not Supported
Detailed Savings Calculations Not Supported
Strategy & Scenario Comparison Not Supported
Tax Return Scanning Not Supported
Tax Return Diagnostics Not Supported
Export Branded Proposal Not Supported
Export Branded Tax Plan Not Supported

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 3 out of 5 stars
    Ease 4 out of 5 stars
    Features 4 out of 5 stars
    Pricing 2 out of 5 stars
    Support 4 out of 5 stars
    Probability You Would Recommend? 3 out of 10

    "Ok product if you use Windows"

    3 out of 5 stars 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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