Income Tax™ Planner is an efficient and accurate tax planning software solution that helps tax and accounting professionals save time, streamline the tax planning process, and minimize their clients’ tax burden. Comprehensive calculations, resident and multiple non-resident state support, and automatic regulatory updates ensure accuracy and compliance.

Also available over the Web, Income Tax Planner Web, increases flexibility, maximizes resources, and removes geographical barriers. It allows you to conveniently and securely access, update, and store data online.



  • Be confident that calculations are up-to-date with our built-in tax expertise.
  • Expertly perform ‘what-if” scenario planning and detailed analysis.
  • Effortlessly and confidently be up to date on all tax law changes.
  • Improve client plan visibility with a multiyear view of their tax situation.
  • Get a complete picture of year-end tax liabilities and savings opportunities.
  • Run year-end, quarterly, and multiyear projections for up to 20 years.
  • Easily import data via data bridges that transfer client data from commonly used tax preparation software.



Support and Training

Gain the knowledge and skills you need to make optimal use of Income Tax Planner. NASBA-CPE accredited Web-based training classes are taught by CPAs and domain experts with specialized knowledge in tax accounting and planning. Bloomberg Tax also offers industry-leading, free, unlimited technical support (800.424.2938) staffed by knowledgeable subject matter experts. Comprehensive, fully-indexed user and tax reference materials are also available.

Industry Expertise

Income Tax Planner automatically interprets and applies the latest, applicable tax laws to help minimize your clients’ state and federal tax liabilities. Expert analysis is backed by Bloomberg Tax's trusted team of tax, accounting, and legal analysts.