Bloomberg Income Tax Planner Reviews & Product Details

Bloomberg Income Tax Planner Overview

What is Bloomberg Income Tax Planner?

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 Income Tax Planner Details
Product Description

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 Details
Seller
Bloomberg Industry Group
HQ Location
Arlington, VA
Twitter
@BBGIndustry
20,797 Twitter followers
LinkedIn® Page
www.linkedin.com
1,265 employees on LinkedIn®
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Bloomberg Income Tax Planner Reviews

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Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Business Process Lead
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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 the product:

yes of course/ Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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.

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Interviewer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The level of customer support is exquisite. Review collected by and hosted on G2.com.

What do you dislike?

Expensive to implementate, quite difficult to use. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

There are better programs available. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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.

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CA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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?

limited on # of states for each plan ca do Review collected by and hosted on G2.com.

Recommendations to others considering the product:

great product Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

tax planning multi year Review collected by and hosted on G2.com.

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UA
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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?

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 the product:

Best and accurate Bloomberg Income tax Planner to use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tax management of company as well as individual. great contributions towards tax contribution . Review collected by and hosted on G2.com.

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Consultant
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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 the product:

Highly recommended Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Organising the tax reporting and accounting, generating and submitting tax reports Review collected by and hosted on G2.com.

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UA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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 the product:

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 are you solving with the product? What benefits have you realized?

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.

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Sr. Manager, North America Indirect Tax
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Income tax planner is the best tool for 1040 tax planning Review collected by and hosted on G2.com.

What do you dislike?

Does not integrate directly with drake tax prep software. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Personal income tax planning. Increased fees from the reports. Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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 the product:

This program is worth every penny! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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?

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 the product:

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 are you solving with the product? What benefits have you realized?

Multiple scenarios to evaluate, mid-year quarterly and year-end tax planning Review collected by and hosted on G2.com.

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UA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

BNA Income Stan Planner is a life saver for year end planning. The software is very flexible and adaptable to various scenarios. Review collected by and hosted on G2.com.

What do you dislike?

The user interface could use a redesign. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tax projections and tax planning Review collected by and hosted on G2.com.

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UA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like that I can look at two years side by side. It makes doing comparisons very convenient. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It's not clear when I can directly input a number or when I have to open another sheet to do so. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Bloomberg Income Tax Planner Categories on G2