Bloomberg Income Tax Planner Description

Project accurately estimated tax payments, capital gains, as well as taxes for residents and nonresidents. Income Tax Planner allows you to plan for tax consequences resulting from stock sales, Roth conversions, marriage, and other events throughout the year. We are a proven leader in being first to market, so you can be sure that the most current tax law has been implemented. With in-depth analysis and comparisons of side-by sides, clients can be shown accurately and efficiently what their tax situation looks. Your clients will benefit from accurate, professional, and efficient plans that help them reduce their tax liabilities and make smart decisions. Easy modeling and navigation of complex tax situations. Bloomberg Tax & Accounting's tax expertise, in-depth analysis, projections, and other tools will help you plan the best course for your clients' retirement, tax, and investment planning.

Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

Company:
Bloomberg Tax & Accounting
Headquarters:
United States
Website:
pro.bloombergtax.com/income-tax-planner/

Media

Bloomberg Income Tax Planner Screenshot 1
You Might Also Like
Twilio Segment - the Leading Customer Data Platform Icon
Twilio Segment - the Leading Customer Data Platform

Get started with a free Segment account and access 450+ integrations, features and capabilities.

We’ll show you how Segment helps 25,000+ businesses to collect, clean, and activate their data. Twilio is the #1 CDP for market share four years in a row per IDC (2019-2022).

Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
Online

Bloomberg Income Tax Planner Features and Options

Tax Planning Software

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Bloomberg Income Tax Planner User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: President
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Ok product if you use Windows

    Date: Jul 07 2023

    Summary: Been using it for 20 years, plan to change since it is not truly browser based and will not run on a Mac.

    Positive: Comprehensive in analysis. Easy to use. Good for multiple year analysis. Can print in multiple formats.

    Negative: Is not Mac compatible. Interface is old fashioned. Updates are not frequent enough.

    Read More...