Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
GlidePath Money

GlidePath Money

QuickTech LLC
+
+

Related Products

  • AlsoThere
    1 Rating
    Visit Website
  • NaviPlan
    Visit Website
  • Runn
    37 Ratings
    Visit Website
  • Code-Cube.io
    7 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Jscrambler
    40 Ratings
    Visit Website
  • Astra Pentest
    283 Ratings
    Visit Website
  • KrakenD
    71 Ratings
    Visit Website
  • Ganttic
    242 Ratings
    Visit Website
  • Time Tracker by eBillity
    3,434 Ratings
    Visit Website

About

Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated. Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Bloomberg Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning.

About

GlidePath Money is a local-first desktop app for planning personal and small-business finances: net worth, cash flow, retirement Monte Carlo projections, Social Security scenarios, Roth-conversion and tax-bracket planning, ACA subsidy estimates, and debt payoff, plus a full small-business side (Schedule C, invoices and estimates, depreciation, mileage, and an accountant export pack). The defining choice is no bank aggregator: you import your own CSV or PDF statements, no cloud account is needed, and by default nothing leaves your machine - only opt-in features (encrypted phone sync, ticker-symbol price look-ups, the Glide explainer) ever send anything, and even then your balances stay on your device. Every figure shows its assumptions and the math behind it. It's a desktop license: the version you buy is yours to keep with no required subscription; an optional yearly plan covers updates and new tax rules. Windows, macOS, and Linux.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Tax software for companies wanting to tackle complex tax planning

Audience

Individuals doing their own personal-finance and retirement planning, and small-business owners / self-employed handling Schedule C - especially privacy-conscious users wanting a local-first, no-bank-aggregator tool.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$129 (one-time)
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bloomberg Tax & Accounting
United States
pro.bloombergtax.com/income-tax-planner/

Company Information

QuickTech LLC
Founded: 2019
United States
glidepathmoney.com

Alternatives

Alternatives

Glide CMS

Glide CMS

Glide Publishing Platform
Moneytree

Moneytree

Moneytree Software

Categories

Categories

Integrations

Rightworks

Integrations

Rightworks
Claim Bloomberg Income Tax Planner and update features and information
Claim Bloomberg Income Tax Planner and update features and information
Claim GlidePath Money and update features and information
Claim GlidePath Money and update features and information