Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
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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

Until now, tax planning has been nearly impossible for the small business owner. Complicated IRS codes, difficult projections models, and no professional help. Tax Planner Pro changes all that, with a simple interface, easy to understand guides, and professionals to walk you through every strategy and tax saving tip. Once you connect your financial information to Tax Planner Pro, our tax strategy engine called IVAN will analyze your current financial position and prepare a customized tax plan for you and your business. We will show you how to reduce your tax bill to just $1.00 dollar guaranteed. It may take 5 planning ideas, it may take 30 of them, but we will get your taxes down! Tax Planner Pro automatically stays up to date every week with automatic syncs to QuickBooks Online and Xero. Setup is easy and only takes a few minutes.

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

Accountants seeking a tax planning software

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

Pricing

No information available.
Free Version
Free Trial

Pricing

$499 per year
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

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

Tax Planner Pro
Founded: 2015
www.taxplannerpro.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
OIC Tax Planner

OIC Tax Planner

iConcepts
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Integrations

QuickBooks Online
Rightworks
Xero

Integrations

QuickBooks Online
Rightworks
Xero
Claim Bloomberg Income Tax Planner and update features and information
Claim Bloomberg Income Tax Planner and update features and information
Claim Tax Planner Pro and update features and information
Claim Tax Planner Pro and update features and information