TY
Tom Y.
Owner
Small-Business (50 or fewer emp.)
"Bloomberg Income Tax Planner Review"
Bloomberg Tax Research Reviews FAQs
Generated using AI
Last updated: Nov 04, 2026
What is Bloomberg Tax Research, and what problem is it built to solve?
Bloomberg Tax Research sits within Bloomberg Industry Group’s information-services offerings for professionals in fields including tax and accounting. The offering centers on in-depth news, data analytics, research, and reports covering global economic and policy matters to help professionals make informed business decisions.
What company sizes is Bloomberg Tax Research designed for?
Bloomberg Tax Research is designed for organizations in these company-size brackets:
- 11–50 employees
- 51–200 employees
- 201–500 employees
What support options are available, and is live/human support included?
Support options include email/help desk and a knowledge base.
Bloomberg Tax Research Reviews (12)
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Reviews
Bloomberg Tax Research Reviews (12)
View 1 Video Reviews
4.2
12 reviews
What do users say?
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BF
Bankim F.
Business Process Lead
Enterprise (> 1000 emp.)
"Bloomberg Tax and Accounting Planner"
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 also reduce the burden of client tax. Bloomberg Income Tax Planner ensures 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 am a first-time user and I can see this is very good software which makes tasks much easier. Review collected by and hosted on G2.com.
PB
Pieter-Jan Vanden B.
Interviewer
Enterprise (> 1000 emp.)
"Mediocrity at best"
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.
CA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"best product out there"
What do you like best about Bloomberg Tax Research?
lot of years, detailed calculation multi year planning, many cases, accurate, 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.
UA
Verified User in Accounting
Enterprise (> 1000 emp.)
Originally submitted 12/3/2019
Business partner of the seller or seller's competitor, not included in G2 scores.
"Bloomberg planner"
What do you like best about Bloomberg Tax Research?
I like its applications. It's very quick and accurate, and a smart planner. It's advisable for the organization. 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. It's a very useful planner for tax management. Review collected by and hosted on G2.com.
AG
Andranik G.
Consultant
Enterprise (> 1000 emp.)
"My review of Bloomberg ITP"
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.
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Vital tool for a correct Fiscal Planning."
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.
BB
Brian B.
Sr. Manager, North America Indirect Tax
Marketing and Advertising
Small-Business (50 or fewer emp.)
"Bna income tax planner for 1040"
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.
UR
Verified User in Religious Institutions
Small-Business (50 or fewer emp.)
"Excellent tool!"
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.
UC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Income tax projection and planning"
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.
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Pricing Options
Pricing provided by Bloomberg Income Tax Planner.
Basic
Pricing is not available
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