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BNA Income Tax Planner vs Tallyfor TaxCalc

Both stand on tax planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

BNA Income Tax Planner

Paid WebWindows

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.

Visit BNA Income Tax Planner

Tallyfor TaxCalc

Free trial Web

TaxCalc focuses on planning projections and estimated payments, with scenario comparisons, reports, and accounting integrations. Firms still need separate tax software to prepare and file returns, and should account for binder-based pricing.

Visit Tallyfor TaxCalc

The facts

BNA Income Tax PlannerTallyfor TaxCalc
Free planNot publishedA free trial
Open sourceNot publishedNot published
Runs onWeb, WindowsWeb
Lowest paid planFree or on requestAdditional binders, 1,000 and above: $20 a year
Plans published17
MakerNot publishedNot published
Websitepro.bloombergtax.comtallyfor.com
On tax planning software#12 of 27#16 of 27

BNA Income Tax Planner: what it does well

  • 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

Tallyfor TaxCalc: what it does well

  • Models federal and state income tax through tax year 2026.
  • Compares multiple planning scenarios side by side.
  • Tracks estimated payments and flags catch-ups.
  • Connects QuickBooks Online and Xero.

What to know first

  • Does not prepare or file tax returns.
  • Base plan costs $1,000 a year.
  • Base plan includes 25 binders.

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