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What is Bloomberg Income Tax Planner?
Accurately predict tax obligations, capital gains, and taxes for both residents and nonresidents. Prepare strategically for the tax implications that arise from major life changes, such as marriage, Roth conversions, and stock sales, using the Income Tax Planner. Our proven track record of being first to introduce innovative solutions guarantees that you will have access to the latest tax regulations. Provide clients with a thorough analysis and comparison of different tax scenarios in a clear and effective manner. Formulate precise, professional strategies that empower clients to reduce their tax liabilities and make sound financial decisions. Navigate complex tax situations with ease and proficiency. Utilize the esteemed expertise of Bloomberg Tax & Accounting, along with current calculations and detailed projections, to expertly assist your clients in their tax planning, investment decisions, and retirement strategies, thereby improving their overall financial well-being. By incorporating these resources into your practice, you can significantly enhance your clients' confidence in achieving their financial goals. This comprehensive approach not only fosters trust but also positions clients for long-term success in their financial journeys.
Media
No images available
Integrations Supported
Rightworks
API Availability
Has API
API Availability
Has API
Pricing Information
$4,000
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Juno.tax
Date Founded
2023
Company Location
United States
Company Website
juno.tax/
Company Facts
Organization Name
Bloomberg Tax & Accounting
Company Location
United States
Company Website
pro.bloombergtax.com/income-tax-planner/
Categories and Features
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
Categories and Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning