--- title: Bloomberg Tax Research Reviews meta_title: 'Bloomberg Tax Research Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 12 reviews by the users' company size, role or industry to find out how Bloomberg Tax Research works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 12 scale: '5' date_modified: '2026-07-21' parent_category: name: Tax Software url: https://www.g2.com/categories/tax-software --- # Bloomberg Tax Research Reviews **Vendor:** Bloomberg Industry Group **Category:** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax) **Average Rating:** 4.2/5.0 **Total Reviews:** 12 ## About Bloomberg Tax Research Bloomberg Income Tax Planner is a tax planning software solution that manages time, accuracy and more while streamlining the tax planning process and managing your clients' tax burden ## Bloomberg Tax Research Reviews ### 1. Bloomberg Income Tax Planner Review **Rating:** 4.5/5.0 stars **Reviewed by:** Tom Y. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2020 ### 2. Bloomberg Tax and accounting Planner **Rating:** 3.5/5.0 stars **Reviewed by:** Bankim F. | Business Process Lead, Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2019 **What do you like best about Bloomberg Tax Research?** Bloomberg Income tax planner is superb software which will save time, Streamline the tax process and it will also reduce burden of the client tax. Bloomberg income tax planner is ensuring the accuracy **What do you dislike about Bloomberg Tax Research?** I have not noticed till now as i have the first time user and I can see this is very good software which make task very easier **Recommendations to others considering Bloomberg Tax Research:** yes of course/ **What problems is Bloomberg Tax Research solving and how is that benefiting you?** As above I have mentioned i am new to use bloomberg income tax software and I am learning from the my colleague help and want to use this as it is good software income tax ### 3. Mediocrity at best **Rating:** 2.5/5.0 stars **Reviewed by:** Pieter-Jan Vanden B. | Interviewer, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2019 **What do you like best about Bloomberg Tax Research?** The level of customer support is exquisite. **What do you dislike about Bloomberg Tax Research?** Expensive to implementate, quite difficult to use. **Recommendations to others considering Bloomberg Tax Research:** There are better programs available. **What problems is Bloomberg Tax Research solving and how is that benefiting you?** As I mentioned earlier, Bloomberg Income Tax Planner is difficult to use. Once you get the hold of it, it can make your work more efficient. ### 4. best product out there **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2020 **What do you like best about Bloomberg Tax Research?** lot of years, detailed calculation multi year planning, many cases,accruate , technical driven **What do you dislike about Bloomberg Tax Research?** limited on # of states for each plan ca do **Recommendations to others considering Bloomberg Tax Research:** great product **What problems is Bloomberg Tax Research solving and how is that benefiting you?** tax planning multi year ### 5. Bloomberg planner **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** December 03, 2019 **What do you like best about Bloomberg Tax Research?** I like its applications. its very quick and accurate, and smart planner. it adviceable to the organisation. great application. **What do you dislike about Bloomberg Tax Research?** Nothing to dislike about . great app as described above. its very useful planner for tax management. **Recommendations to others considering Bloomberg Tax Research:** Best and accurate Bloomberg Income tax Planner to use. **What problems is Bloomberg Tax Research solving and how is that benefiting you?** Tax management of company as well as individual. great contributions towards tax contribution . ### 6. My review of Bloomberg ITP **Rating:** 5.0/5.0 stars **Reviewed by:** Andranik G. | Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2019 **What do you like best about Bloomberg Tax Research?** Easy to guide and use at the same time providing comprehensive tax analysis and reporting features **What do you dislike about Bloomberg Tax Research?** Sometimes can be too complex for an average person who is not familiar with tax accounting **Recommendations to others considering Bloomberg Tax Research:** Highly recommended **What problems is Bloomberg Tax Research solving and how is that benefiting you?** Organising the tax reporting and accounting, generating and submitting tax reports ### 7. Vital tool for a correct Fiscal Planning. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2019 **What do you like best about Bloomberg Tax Research?** I like this software because it does the work for me more efficiently and accurately than spreadsheets, or traditional financial planning packages. **What do you dislike about Bloomberg Tax Research?** What bothers me, is the amount of windows that I must open to access the sheet where data is entered and this tends to confuse a bit. **Recommendations to others considering Bloomberg Tax Research:** I think it is a very complete software and it is difficult to get another one that offers more benefits at a lower price. **What problems is Bloomberg Tax Research solving and how is that benefiting you?** It allows me to design precise, professional and effective plans that help my clients reduce their tax obligations and make more convenient decisions. ### 8. Bna income tax planner for 1040 **Rating:** 5.0/5.0 stars **Reviewed by:** Brian B. | Sr. Manager, North America Indirect Tax, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2019 **What do you like best about Bloomberg Tax Research?** Income tax planner is the best tool for 1040 tax planning **What do you dislike about Bloomberg Tax Research?** Does not integrate directly with drake tax prep software. **What problems is Bloomberg Tax Research solving and how is that benefiting you?** Personal income tax planning. Increased fees from the reports. ### 9. Excellent tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about Bloomberg Tax Research?** This product is easy to use and really keeps you in line in time for taxes! I'm not especially great with numbers or business et cetera, but this makes me feel accomplished and organized. If I can do it, I have every faith that you can as well! **What do you dislike about Bloomberg Tax Research?** There's always complaining that can be said when it comes to paying for things but overall, I don't have anything negative to say and it’s a great value. **Recommendations to others considering Bloomberg Tax Research:** This program is worth every penny! **What problems is Bloomberg Tax Research solving and how is that benefiting you?** This has reduced the time that we needed to spend on taxes, it keeps you right on track with where you need to be with taxes, it keeps me organized and if I can use it, then anyone can! ### 10. Income tax projection and planning **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2017 **What do you like best about Bloomberg Tax Research?** The summary report is easy enough to read and creating multiple case scenarios which can be easily and quickly edited is very helpful **What do you dislike about Bloomberg Tax Research?** Not enough keyboard shortcuts, the input screens look outdated. some of the reports are overwhelming for clients to review **Recommendations to others considering Bloomberg Tax Research:** I prefer this product rather than using the Tax Estimate functions/tools within the tax preparation software **What problems is Bloomberg Tax Research solving and how is that benefiting you?** Multiple scenarios to evaluate, mid-year quarterly and year-end tax planning ### 11. BNA Income Tax Planner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2018 **What do you like best about Bloomberg Tax Research?** BNA Income Stan Planner is a life saver for year end planning. The software is very flexible and adaptable to various scenarios. **What do you dislike about Bloomberg Tax Research?** The user interface could use a redesign. **What problems is Bloomberg Tax Research solving and how is that benefiting you?** Tax projections and tax planning ### 12. Too Many Windows **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2016 **What do you like best about Bloomberg Tax Research?** I like that I can look at two years side by side. It makes doing comparisons very convenient. **What do you dislike about Bloomberg Tax Research?** I don't like that I often have to open multiple windows to get to the sheet where I should input data. It's confusing and sometimes it's hard to find the right place to enter information. **Recommendations to others considering Bloomberg Tax Research:** It's not clear when I can directly input a number or when I have to open another sheet to do so. **What problems is Bloomberg Tax Research solving and how is that benefiting you?** We are using this to do tax projections. I think it's very convenient that I can roll forward the information from prior year to current year so that I don't have to manually input everything again. ## Bloomberg Tax Research Discussions - [What is Bloomberg Income Tax Planner used for?](https://www.g2.com/discussions/what-is-bloomberg-income-tax-planner-used-for) - [which other software can be integrated with Bloomberg Income tax planner, Please advise](https://www.g2.com/discussions/which-other-software-can-be-integrated-with-bloomberg-income-tax-planner-please-advise) - 1 upvote - [View Bloomberg Tax Research pricing details and edition comparison](https://www.g2.com/products/bloomberg-tax-research/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-03+10%3A55%3A35+-0500&secure%5Bsession_id%5D=06344521-cc92-4943-b404-c3f89fb3770c&secure%5Btoken%5D=d40f7a47b06a6152010eaea92746ec7f7caf719d5fc0ff1a7f44cddf64933d53&format=llm_user) ## Bloomberg Tax Research Features **Tax Planning** - Strategies - Exemptions - Credits - Estimations **Tax Filing** - Calculations - Rules & Regulations - Reporting **Workflows** - Integrations - Importing ## Top Bloomberg Tax Research Alternatives - [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) - 4.1/5.0 (130 reviews) - [Avalara](https://www.g2.com/products/avalara/reviews) - 4.0/5.0 (813 reviews) - [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) - 4.4/5.0 (459 reviews)