BNA Income Tax Planner is tax projection software for professionals who advise clients on tax-planning strategies. It supports year-end, quarterly, and multiyear projections for up to twenty years, with side-by-side scenario comparisons. Its calculations cover 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. The product imports client data from commonly used tax preparation software and includes ready-to-use letters, graphs, and reports for presenting 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. Support is offered 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.
Who it is for
It suits accountants, financial advisors, and other professionals who provide tax planning services to clients. Its scenario comparisons and client reports support presenting tax options.
What is good
- Projects taxes up to twenty years
- Compares scenarios side by side
- Calculates federal, state, and nonresident income taxes
- Imports data from commonly used tax preparation software
- Includes client letters, graphs, and reports
What to know first
- No free plan is listed
- Pricing is available by request
- Phone support excludes federal holidays
Verdict
Income Tax Planner brings multiyear projections, tax calculations, data imports, and client-ready reports together for professional tax planning. Pricing requires a request, and the listed facts do not include a free plan.
Get started with BNA Income Tax Planner
- Visit the Income Tax Planner product page.
- Request pricing or a demo.
- Use the sign-in page to access the product.
- Choose phone or authenticator-app verification at sign-in.
- Import client data from commonly used tax preparation software.
- Contact support by phone or email if you need assistance.
Limits to know first
There is no free plan. The paid plan’s price is available by request.
Questions about BNA Income Tax Planner
How much does BNA Income Tax Planner cost?
Pricing is available by request. Bloomberg’s pricing page offers a request-pricing route.
Is there a free plan?
No. The listed product is paid, and there is no free plan.
Which platforms does it support?
The listed platforms are web and Windows.
How far ahead can it project taxes?
It supports multiyear projections for up to twenty years, as well as year-end and quarterly projections.
Can it import client tax data?
Yes. It integrates with commonly used tax preparation software to import client data.
How can I contact software support?
Phone support is available Monday through Friday, 9:00 a.m.–7:00 p.m. ET, except federal holidays. Email support is available at [email protected].
BNA Income Tax Planner plans and pricing
All plansCompared 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
