# BNA Income Tax Planner Review: Pricing, Features, Alternatives BNA Income Tax Planner: Multi-year federal, state and nonresident projection engine for complex individual returns. Pricing from On request, SOC 2 unconfirmed, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-planning/bna-income-tax-planner/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Planning & Advisory](https://node8.ai/accounting-tools/tax-planning/) # BNA Income Tax Planner Strong Option · Bloomberg Tax Multi-year federal, state and nonresident projection engine for complex individual returns [Visit BNA Income Tax Planner](https://pro.bloombergtax.com/products/income-tax-planner/) [All 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Best for Firms with high-net-worth or multi-state individual clients where the projection has to be defensible, not indicative Starting price On request SOC 2 Unconfirmed Multi-factor auth Unconfirmed Ownership part of Bloomberg Industry Group The read ## What BNA Income Tax Planner does Bloomberg Tax sells Income Tax Planner as a calculation engine before anything else, and that is the correct way to read it. It computes federal, state and nonresident income tax automatically, carrying alternative minimum tax, capital gains, phase-outs and carry-overs rather than approximating them, and it projects out to twenty years. Year-end, quarterly and multi-year views sit in the same file. Several what-if scenarios can be laid side by side, so a Roth conversion ladder, an installment sale and a business disposition can be compared on the same client rather than modelled in three separate spreadsheets. Client-facing letters, graphs and reports are prebuilt, and data can be imported from tax preparation software to reduce re-keying, though the product page names no specific package. This is the tool for the client whose numbers actually move. Multi-state residency, a nonresident allocation, a year with an AMT preference item, a capital account that swings on one transaction. A firm that runs a handful of engagements a year where the projection has to hold up under scrutiny gets something from this that a strategy scorer cannot provide. A firm whose planning work is mostly 1040 clients with W-2 income and a rental will find the depth irrelevant and the setup effort disproportionate. The weaknesses are commercial rather than mathematical. Nothing is published about price, editions, states covered or which tax software the import supports, and the sale runs through a demo request, which is uncomfortable for a ten-person firm sizing a budget. The interface has never been the selling point, and the output is analyst-grade rather than the branded, plain-language plan that most firms use to justify a planning fee. There is no strategy library, no OCR of a 1040 PDF, and no questionnaire to push data collection out to the client, so somebody in the firm is still assembling the inputs. Worth noting too that Bloomberg Tax's own software products index lists Workpapers, Research, Provision and Fixed Assets and does not surface Income Tax Planner among them, and several of the product's own subpages now return 404. The product page is current and the product is clearly still sold, but that is not the marketing behaviour of a flagship. Against Intuit Tax Advisor, the comparison is between free and deep. Intuit costs nothing extra with a Lacerte or ProConnect licence, imports the entire return with no scanning, and produces a client report, but it handles the resident state only and does not attempt a twenty-year AMT-aware projection. Bloomberg does exactly that and nothing else. Against Corvee, this is calculation where Corvee is strategy selection, and a firm doing serious planning arguably wants both. Holistiplan is not a comparison at all here, since it reads a return and reports on it rather than projecting forward. Strong-option is where it stays, on the strength of the calculation coverage and the twenty-year horizon, which nothing else in this batch matches. It does not reach top-pick because the buying process is opaque, the deliverable needs work before a client sees it, and the vendor's own product marketing has visibly moved elsewhere. Capabilities ## What you get Year-end, quarterly and multi-year projections running up to twenty years Automatic federal, state and nonresident calculation including alternative minimum tax, capital gains, phase-outs and carry-overs Side-by-side comparison of multiple what-if scenarios in one view Data import from commonly used tax preparation software to cut re-keying Prebuilt client letters, graphs and reports Pricing, security, integrations ## What it costs and what it connects to Bloomberg Tax does not publish a price for BNA Income Tax Planner; it is quoted per firm, usually on firm size or entity count. We could not confirm a SOC 2 report for BNA Income Tax Planner from public sources. Ask the vendor directly before it touches client data — an absence here means unverified, not absent. BNA Income Tax Planner does not integrate directly with a general ledger. [Vendor pricing page](https://pro.bloombergtax.com/products/income-tax-planner/) · [Vendor security page](https://trust.bloombergindustry.com/) Our rating ## Why we rate BNA Income Tax Planner a Strong Option BNA Income Tax Planner is rated Strong Option, alongside 2 other of the 13 tax planning & advisory tools in this directory. A credible choice that wins on a specific fit rather than across the board — a price point, a niche, a workflow, or an integration the top picks do not cover as well. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Same vendor ## More from Bloomberg Tax ### [Bloomberg Tax Research](https://node8.ai/accounting-tools/tax-research/bloomberg-tax-research-bna/) Subscription tax library built around the Tax Management Portfolios, with chart and treaty tools Strong Option Alternatives ## BNA Income Tax Planner alternatives ### [Intuit Tax Advisor](https://node8.ai/accounting-tools/tax-planning/intuit-tax-advisor/) Tax planning built into Lacerte and ProConnect at no separate charge Top Pick ### [Corvee](https://node8.ai/accounting-tools/tax-planning/corvee/) Multi-entity tax planning with a large strategy library and branded client plans Strong Option ### [Holistiplan](https://node8.ai/accounting-tools/tax-planning/holistiplan/) OCR reads a 1040 PDF and returns a client-ready tax observations report Top Pick ### [Planner CS](https://node8.ai/accounting-tools/tax-planning/planner-cs/) Multi-year federal and state projection software sold inside the CS Professional Suite Dated ### [Tax Planner Pro](https://node8.ai/accounting-tools/tax-planning/taxplannerpro/) Low-cost projection engine covering AMT, NIIT, QBI, IRMAA and all 50 states One to Watch ### [RCReports](https://node8.ai/accounting-tools/tax-planning/rc-reports/) Reasonable compensation reports for S corp owner-employees, with the methodology documented Top Pick [Compare all 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Bloomberg Tax Income Tax Planner product page](https://pro.bloombergtax.com/products/income-tax-planner/) Retrieved 2026-09-08 ### [Bloomberg Tax software products index](https://pro.bloombergtax.com/products/) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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