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BNA Income Tax Planner

No phone app

7.6No. 1 of 23
in Tax Planning Software
  • Recognised40% of the score100
  • Phone app26% of the score0
  • Documented20% of the score90
  • Free plan14% of the score30
Free plan
No
Runs on
Web, Windows
Visit site Alternatives

Summary

BNA Income Tax Planner is ranked #1 of 23 in tax planning software on Samsung Mobile US Press. It runs on Web, Windows.

BNA Income Tax Planner plans and pricing

All plans
Income Tax Planner Not published Pricing available by request · request a demo pro.bloombergtax.com · 29 Sept 2026

Compared on tax planning software

Free plan
Nopro.bloombergtax.com
Scenario modeling
Yespro.bloombergtax.com
Multi-year projection
Yespro.bloombergtax.com
Capital gains modeling
Yespro.bloombergtax.com
Retirement income modeling
Yespro.bloombergtax.com
Data import
Yespro.bloombergtax.com
Client collaboration
Yespro.bloombergtax.com

Facts

Purpose
Income Tax Planner is tax projection software that helps professionals show clients strategies to minimize taxes.pro.bloombergtax.com · 29 Sept 2026
Tax calculations
The product automatically calculates federal, state, and nonresident income taxes, including alternative minimum tax, capital gains, phase-outs, and carry-overs.pro.bloombergtax.com · 29 Sept 2026
Tax updates
Bloomberg says expert analysis and current tax law updates are automatically applied to calculations.pro.bloombergtax.com · 29 Sept 2026
Data imports
The product says it integrates with commonly used tax preparation software to import client data and reduce data-entry errors.pro.bloombergtax.com · 29 Sept 2026
Client reports
It includes ready-to-use letters, graphs, and reports for presenting clients’ income tax options.pro.bloombergtax.com · 29 Sept 2026
Intended users
Bloomberg describes the product for accountants, financial advisors, and other professionals who want to provide tax planning services to clients.pro.bloombergtax.com · 29 Sept 2026
Training
Bloomberg says its tax experts offer customized training led by accountants and CPAs.pro.bloombergtax.com · 29 Sept 2026
Support
Income Tax Planner software support is available by phone Monday through Friday, 9:00 a.m.–7:00 p.m. ET, except federal holidays, and by email at [email protected].pro.bloombergtax.com · 29 Sept 2026
Security
The Income Tax Planner sign-in offers phone or authenticator-app verification and an option to trust a browser for 60 days.itp.bloombergtax.com · 29 Sept 2026
Compliance resources
Bloomberg Industry Group’s Trust Center lists SOC 1, SOC 2, GDPR, and CCPA resources and identifies Income Tax Planner Web as one of its products.trust.bloombergindustry.com · 29 Sept 2026
Download
The Income Tax Planner sign-in page provides a Download software link; the download page opened without readable page content.itp.bloombergtax.com · 29 Sept 2026
Pricing availability
Bloomberg’s pricing page asks prospective customers to request pricing and includes Individual Income Tax Planning Tool as an interest option.pro.bloombergtax.com · 29 Sept 2026

Best BNA Income Tax Planner alternatives

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CFS TaxTools No. 2 7.6 No phone app$19.92/moDhanlytics No. 3 7.5 No phone appFreeCatalyst Tax Insights No. 4 7.4 No phone app$4.08/moHolistiplan No. 5 7.3 No phone app$62.42/moHazel AI Tax Planning No. 6 6.8 No phone app$160/moTallyfor TaxCalc No. 7 6.7 No phone app

Where it ranks on Samsung Mobile US Press

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Sources