--- 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: '2026-08-07' parent\_category: name: Tax Software url: https://www.g2.com/categories/tax-software --- # Bloomberg Tax Research Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Bloomberg Tax Research but has limited features. Are you part of the Bloomberg Tax Research team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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 * * * Seller [Bloomberg Industry Group](https://www.g2.com/sellers/bloomberg-industry-group) Discussions [Bloomberg Tax Research Community](https://www.g2.com/products/bloomberg-tax-research/discuss) Overview by Janet Ballonoff ( Online & Digital Marketing at Bloomberg Tax | Marketing Strategy & Execution) Show More ## Top-Rated Alternatives [ ![CCH ProSystem fx Tax](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CCH ProSystem fx Tax") CCH ProSystem fx Tax 4.1/5(133) ](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) [ ![Avalara](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Avalara") Avalara 4/5(826) ](https://www.g2.com/products/avalara/reviews) [ ![Vertex](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vertex") Vertex 4.4/5(467) ](https://www.g2.com/products/vertex-inc-vertex/reviews) [ View All Alternatives ](https://www.g2.com/products/bloomberg-tax-research/competitors/alternatives) ## User Insights Average based on 12 real user reviews. [Log in to unlock pricing and user insights](/login) TY Tom Y. Owner Small-Business (50 or fewer emp.) 7/20/2020 "Bloomberg Income Tax Planner Review" 4.5/5 Validated ReviewerSource: Organic ![Bankim F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bankim F.") BF Bankim F. Business Process Lead Enterprise (\> 1000 emp.) 11/29/2019 "Bloomberg Tax and accounting Planner" 3.5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering Bloomberg Tax Research: yes of course/ Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Pieter-Jan Vanden B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pieter-Jan Vanden B.") PB Pieter-Jan Vanden B. Interviewer Enterprise (\> 1000 emp.) 11/16/2019 "Mediocrity at best" 2.5/5 What do you like best about Bloomberg Tax Research? The level of customer support is exquisite. Review collected by and hosted on G2.com. What do you dislike about Bloomberg Tax Research? Expensive to implementate, quite difficult to use. Review collected by and hosted on G2.com. Recommendations to others considering Bloomberg Tax Research: There are better programs available. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") CA Verified User in Accounting Small-Business (50 or fewer emp.) 2/18/2020 "best product out there" 4.5/5 What do you like best about Bloomberg Tax Research? lot of years, detailed calculation multi year planning, many cases,accruate , technical driven Review collected by and hosted on G2.com. What do you dislike about Bloomberg Tax Research? limited on # of states for each plan ca do Review collected by and hosted on G2.com. Recommendations to others considering Bloomberg Tax Research: great product Review collected by and hosted on G2.com. What problems is Bloomberg Tax Research solving and how is that benefiting you? tax planning multi year Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Enterprise (\> 1000 emp.) 12/3/2019 Business partner of the seller or seller's competitor, not included in G2 scores. "Bloomberg planner " 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Bloomberg Tax Research? Nothing to dislike about . great app as described above. its very useful planner for tax management. Review collected by and hosted on G2.com. Recommendations to others considering Bloomberg Tax Research: Best and accurate Bloomberg Income tax Planner to use. Review collected by and hosted on G2.com. 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 . Review collected by and hosted on G2.com. Show More 12/4/2019 Validated ReviewerIncentivizedSource: G2 invite ![Andranik G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andranik G.") AG Andranik G. Consultant Enterprise (\> 1000 emp.) 9/26/2019 "My review of Bloomberg ITP" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about Bloomberg Tax Research? Sometimes can be too complex for an average person who is not familiar with tax accounting Review collected by and hosted on G2.com. Recommendations to others considering Bloomberg Tax Research: Highly recommended Review collected by and hosted on G2.com. What problems is Bloomberg Tax Research solving and how is that benefiting you? Organising the tax reporting and accounting, generating and submitting tax reports Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Mid-Market (51-1000 emp.) 6/14/2019 "Vital tool for a correct Fiscal Planning." 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Brian B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian B.") BB Brian B. Sr. Manager, North America Indirect Tax Marketing and Advertising Small-Business (50 or fewer emp.) 3/19/2019 "Bna income tax planner for 1040" 5/5 What do you like best about Bloomberg Tax Research? Income tax planner is the best tool for 1040 tax planning Review collected by and hosted on G2.com. What do you dislike about Bloomberg Tax Research? Does not integrate directly with drake tax prep software. Review collected by and hosted on G2.com. What problems is Bloomberg Tax Research solving and how is that benefiting you? Personal income tax planning. Increased fees from the reports. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Religious Institutions](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Religious Institutions") UR Verified User in Religious Institutions Small-Business (50 or fewer emp.) 1/16/2018 "Excellent tool!" 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering Bloomberg Tax Research: This program is worth every penny! Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 10/31/2017 "Income tax projection and planning " 4/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering Bloomberg Tax Research: I prefer this product rather than using the Tax Estimate functions/tools within the tax preparation software Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about Bloomberg Tax Research? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Bloomberg Tax Research ](https://www.g2.com/products/bloomberg-tax-research/discussions/new) GU Guest User What is Bloomberg Income Tax Planner used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-bloomberg-income-tax-planner-used-for) [ View all Discussions ](https://www.g2.com/products/bloomberg-tax-research/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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