BNA Income Tax Planner

6.5easy start · #15of 28
in Tax Planning Software

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Runs where you workno

Runs on Web, Windows.

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BNA Income Tax Planner is ranked #15 of 28 in tax planning software on The Geeks Club. It runs on Web, Windows.

BNA Income Tax Planner plans and pricing

All plans

Income Tax Planner Pricing available by request · request a demo pro.bloombergtax.com · 29 Sept 2026

Compared on tax planning software

Free plan: No
Scenario modeling: Yes
Multi-year projection: Yes
Capital gains modeling: Yes
Retirement income modeling: Yes
Data import: Yes
Client collaboration: Yes

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The record

Purpose: Income Tax Planner is tax projection software that helps professionals show clients strategies to minimize taxes.
Tax calculations: The product automatically calculates federal, state, and nonresident income taxes, including alternative minimum tax, capital gains, phase-outs, and carry-overs.
Tax updates: Bloomberg says expert analysis and current tax law updates are automatically applied to calculations.
Data imports: The product says it integrates with commonly used tax preparation software to import client data and reduce data-entry errors.
Client reports: It includes ready-to-use letters, graphs, and reports for presenting clients’ income tax options.
Intended users: Bloomberg describes the product for accountants, financial advisors, and other professionals who want to provide tax planning services to clients.
Training: Bloomberg says its tax experts offer customized training led by accountants and CPAs.
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].
Security: The Income Tax Planner sign-in offers phone or authenticator-app verification and an option to trust a browser for 60 days.
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.
Download: The Income Tax Planner sign-in page provides a Download software link; the download page opened without readable page content.
Pricing availability: Bloomberg’s pricing page asks prospective customers to request pricing and includes Individual Income Tax Planning Tool as an interest option.

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#15 of 28

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Sources

pro.bloombergtax.com/products/income-tax-planner/· checked 29 Sept 2026
pro.bloombergtax.com/about/help-center/· checked 29 Sept 2026
itp.bloombergtax.com· checked 29 Sept 2026
trust.bloombergindustry.com· checked 29 Sept 2026
itp.bloombergtax.com/ElectronicFulfillment· checked 29 Sept 2026
pro.bloombergtax.com/request-pricing/· checked 29 Sept 2026