Income Tax Planner™
Offer year-end, year-round tax planning
Accurately project estimated tax payments, capital gains, and taxes for resident and multiple nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner, the leading tax planning software. With a proven track record of being first-to-market, you can rest assured that the latest tax law has been incorporated. Income Tax Planner does the work for you, with greater efficiency and accuracy than spreadsheets, income tax software, or traditional financial planning packages.Free Trial
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’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.
- Rely on the most trusted, best income tax planning software in the business
- Take advantage of seven different modes of analysis
- Create tax projections for year end, quarterly, and multiple years, for up to 20 years
- Choose the Web version with secure, anywhere, anytime access
Increase Billable Hours with Value-Added Tax PlanningView More
“Income Tax Planner is one of the most powerful and comprehensive planning systems available, providing extensive features … and giving professionals a wide array of planning and projection tools.”
Turn up the productivity with strategic income tax planning. Income Tax Planner does the heavy lifting for you with time-saving wizards and tools, along with automated calculations and analysis. Just specify the variables you want to model — capital gains, estate tax, farm income, retirement, phase-outs, and more — and get instant results and insight into which strategy is most tax advantageous for your client.
- Trust our built-in expertise to accurately interpret and apply the latest tax laws
- Save time and prevent errors with comprehensive calculations back to 1987
- Import client data from multiple, income tax-preparation software packages, as well as Microsoft Word and Excel
- Jump-start your planning with Sample Plans, pre-populated templates (Web version)
IRS Releases Withholding Guide for 2018 Filing SeasonRead More
“Has definitely paid for itself, in client satisfaction and tax savings.”
Plan the future with your clients. Whether you’re a CPA, financial planner, or wealth management professional, calculating income tax and showing your clients the impact of different scenarios is easy with side-by-side views and insightful presentations.
- Eliminate unwanted surprises with a multiyear view of client tax situations
- Show the value of your plan with easy-to-produce letters, graphs, and reports
- Use the optional Fifty State Planner for calculations of federal and all resident states, New York City, Washington D.C., and multiple nonresident states
“Income Tax Planner enables me to give my clients clarity and vision. When I project a year’s taxes, I use it rather than plugging in a specific rate, so I know the real tax.”
Training and support
Get up to speed and be immediately productive with program tutorials and our NASBA CPE-accredited training classes for Income Tax Planner.
Free, unlimited technical support helps you succeed and get the most out of this powerful tax planner. Staffed with knowledgeable, on-site Bloomberg Tax employees (many of whom are attorneys and CPAs), our world-class customer support provides both program expertise and an understanding of the real-world tax and accounting issues you’re facing.
To try Income Tax Planner Web™ free for 15-days, complete the form below.
You will receive an email with instructions to download your free 15-day trial.
Questions? Contact us at 800.424.2938
To sign up for a live product demonstration of Income Tax Planner™, complete the form below.
Thank you for registering to attend a product demo. A Bloomberg Tax Technology representative will contact you with login information for the online product demonstration.
Questions? Contact us at 800.424.2938
Read this white paper to learn how you can create and offer tax planning services during the off-season. This paper provides minimum requirements for tax planning, as well as ways to make your service offering more efficient, profitable, and beneficial for all involved.
Thank you for registering to download the white paper, Increase Billable Hours with Value-Added Tax Planning. Download today.
Please call us at 800.424.2938 if you have any questions. One of our Bloomberg Tax Technology sales specialists will be happy to assist you.