BNA Income Tax Planner
Ranked in Tax Planning Software
About
BNA Income Tax Planner is tax projection software for professionals who help clients evaluate tax-planning options. It supports year-end, quarterly, and multiyear projections extending 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. It can import client data from commonly used tax-preparation software, and includes ready-to-use letters, graphs, and reports for presenting clients’ options. The product is intended for accountants, financial advisors, and other professionals providing tax-planning services. Bloomberg also offers customized training led by tax experts, including accountants and CPAs. Support is available by phone Monday through Friday, 9:00 a.m.–7:00 p.m. ET, except federal holidays, and by email. Pricing is available by request; no free plan is listed.
Who it is for
It suits accountants, financial advisors, and other professionals who provide tax planning to clients. Its projection and reporting tools can support client discussions across multiple scenarios and years.
What is good
- Projects scenarios for up to twenty years
- Compares scenarios side by side
- Calculates federal, state, and nonresident taxes
- Imports data from commonly used tax software
- Includes client-ready letters, graphs, and reports
What to know first
- No free plan
- Pricing is available by request
Verdict
BNA Income Tax Planner combines detailed tax calculations with long-range scenario comparisons and materials for client conversations. Professionals should account for its quote-based pricing and lack of a free plan.
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
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Where it ranks on Inferse
- Best Tax Planning Software in 2026#15 of 28
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