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"I rely on BNA Income Tax Planner to get me the most recent tax law changes so that I can provide current and correct tax calculations to the issues facing my clients."

Francis St. Onge,
President,
Total Financial Planning, LLC

BNA Income Tax Planner

Watch a Product Demo

Watch a short video to learn how BNA Income Tax™ Planner software can help you save time, ensure accuracy, streamline the tax planning process, and minimize your clients’ tax burden with:

  • What-if scenarios analysis that lets you easily create multiple scenarios and compare side-by-side what-ifs to determine the best long- and short-term tax saving strategies.
  • Fast, accurate tax projections that makes it easy to run year-end, quarterly, and multi-year projections for up to 20 years with the most accurate, up-to-date calculations and analysis.
  • Easy data import that saves time and reduces data-entry errors via data bridges that are available to transfer client data. (supported by Lacerte, ProSystem fx, UltraTax CS, and GoSystem)
  • Increased productivity via powerful search, document storage, and secure file sharing capabilities that save time and simplify client management.

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