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BNA Income Tax Planner
What it is
BNA Income Tax Planner is tax projection software for professionals who help clients consider tax-planning strategies. It supports year-end, quarterly, and multiyear projections of up to twenty years, with side-by-side scenario comparisons. The software calculates federal, state, and nonresident income taxes, including alternative minimum tax, capital gains, phase-outs, and carry-overs. Bloomberg says expert analysis and current tax law updates are applied automatically to calculations. The product can import client data from commonly used tax preparation software, with the aim of reducing data-entry errors. Ready-to-use letters, graphs, and reports help professionals present clients’ income tax options. Bloomberg describes it for accountants, financial advisors, and other professionals who provide tax planning services. Customized training led by tax experts, including accountants and CPAs, is available. 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]. Pricing is available by request, and no free plan is listed. Sign-in offers phone or authenticator-app verification and an option to trust a browser for 60 days.
For and against
For
- Projects tax scenarios up to twenty years.
- Compares scenarios side by side.
- Calculates federal, state, and nonresident income taxes.
- Imports data from commonly used tax preparation software.
Against
- No free plan is listed.
- Pricing is available by request.
- Phone support excludes federal holidays.
The verdict
The software combines long-range projections, tax calculations, data imports, and client-facing reports for professional tax planning. Pricing is by request, so prospective customers need to contact Bloomberg for terms.
Who it suits
It suits accountants, financial advisors, and other professionals who provide tax planning services to clients. Its scenario comparisons and client reports are relevant to professionals presenting multiple tax options.
Plans and prices
Income Tax Planner
Pricing available by request · request a demo
Read 29 Sep 2026 · pro.bloombergtax.com
On the record
- Client reports
- It includes ready-to-use letters, graphs, and reports for presenting clients’ income tax options.pro.bloombergtax.com · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 2026
- Purpose
- Income Tax Planner is tax projection software that helps professionals show clients strategies to minimize taxes.pro.bloombergtax.com · read 29 Sep 2026
- Scenario modeling
- It supports year-end, quarterly, and multiyear projections for up to twenty years, with side-by-side scenario comparisons.pro.bloombergtax.com · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 2026
- Tax updates
- Bloomberg says expert analysis and current tax law updates are automatically applied to calculations.pro.bloombergtax.com · read 29 Sep 2026
- Training
- Bloomberg says its tax experts offer customized training led by accountants and CPAs.pro.bloombergtax.com · read 29 Sep 2026
