BNA Income Tax Planner Federal

Rock-solid calculations – Most comprehensive set of calculations available so you can respond to virtually any tax situation. Time-tested and peer-accepted since 1984, BNA Income Tax Planner delivers detailed federal (and optional state) planning based on current tax law. It’s even used by the IRS.
Import and data linking – Import client data from major tax prep packages: Lacerte, ProSystem fx, UltraTax CS, GoSystem, and CrossLink. You can dynamically link to financial planning data in MS Excel or Word. K-1 import is also supported.
Comprehensive planning and analysis capabilities – BNA Income Tax Planner supports more types of analysis, including taxpayer/spouse, minor child, difference and adjusted views, than any other planner. It enables multiple scenarios (years in cases or cases in year) to determine best tax savings and provides up to 20 planning years, forward or back.
Professional output for client satisfaction – With BNA Income Tax Planner, you can create graphs, client letters, and summary reports and easily send them via e-mail from the program. You can also produce estimated payment vouchers without leaving the program.

Best of Breed … A Breed Apart

BNA Income Tax Planner is the result of 25 years of dedicated tax expertise concentrated into the most efficient and effective tax planning software available.

Only BNA delivers a best-of-breed approach in individual income tax planning, an approach that permeates every aspect of the product from its up-to-the-minute calculations through its unmatched customer support.

With its independent source of tax calculations that can be used to double-check returns generated by tax preparation systems, to its sheer range and depth of calculations, more professionals use BNA Income Tax Planner than any other income tax planning solution today.

Five-Star Rated by The CPA Technology Advisor

“The program is comprehensive and touches on areas such as retirement contributions and farm income averaging that other systems do not approach and provides a lot of flexibility in providing scenario analysis to maximize taxpayer income retention.”

Accounting Today Top 100 Product

“The BNA Income Tax Planner is an easy-to-use tax planning solution that streamlines and simplifies every aspect of individual income tax forecasting and analysis…”

“BNA Income Tax Planner makes projections so easy. It’s comprehensive and an excellent tool in showing a client what their taxes will be, using any number of variables. I couldn’t ‘survive’ without it!”

Richard Lichtig
Amper Politziner & Mattia, P.C.

“We have generated much more revenue than expected – the clients love the detailed federal and state planning, and the reports make everything very professional looking and presentable.”

James Joy
Convenience Unlimited, Inc.

“I rely on BNA Income Tax Planner to estimate the income taxes for my clients prior to year-end. It plays a major part in the year-end tax planning process. It allows us to quickly compare different scenarios to determine the best course of action for the client. I also use it during the tax appointment so when the client walks out of my office, they have a good idea of what they will get back or what they owe.... it definitely makes my practice more efficient and gives me the ability to increase productivity.”

Laurie Johnson
Laurie Johnson LLC

“The BNA Income Tax Planner has allowed us to be more productive. It saves us time each quarter when we can go back into a client file and update the figures.... The features we like best are the ability to create professional reports, include all types of income from different sources, and the ability to include several different scenarios and years within one report.”

Cathy Hanna
Dreyer, Edmonds & Associates

“We rely on BNA Income Tax Planner to prepare quarterly projections and to keep our clients penalty free!”

Kenneth J. Foreman
Brandywine Mgmt. Services

“The benefit of using BNA Income Tax Planner in my firm is definitely greater client satisfaction, as projections are created very professionally and quickly.”

Bina Khan
Selznick & Company, LLP

“I rely on BNA Income Tax Planner to accurately project taxes for my many clients. I need to be able to provide ‘what if’ scenarios over several years for my numerous stock options clients. This complicated area of tax is made easier by the very accurate BNA Planner.... I am a part-time sole practitioner, but am able to work quickly with BNA and get answers out to my clients so they can make immediate decisions on exercising their stock options.”

Beth Mowry Thomas
Beth Mowry Thomas CPA

“We like BNA Income Tax Planner’s ease of use and its efficiency in determining quarterly estimated tax payments.”

Dreama Vaughan
Timucuan Asset Management, Inc.

“We use BNA Income Tax Planner for individual tax projections – especially with year-end tax planning.... The clients like the reports and we like the ability to efficiently help our clients with year-end tax planning.”

Tena M. Geiselhart
Beene Garter LLP

“We rely on BNA Income Tax Planner to prepare income tax projections for clients to evaluate the tax consequences of particular transactions. We like the ability to use several different cases to show a client the actual cost of an alternative so clients can make informed decisions. BNA Income Tax Planner creates greater client satisfaction and increased revenue by having the ability to show clients the actual outcome of their decisions before they make them.”

Jason Durante, CPA, EA
Durante & Associates LLC

BNA Software offers world-class customer support, staffed with knowledgeable product and tax experts ready to assist you with your BNA Income Tax Planner solution. As a BNA Software customer, you’ll receive free, unlimited, telephone technical support.

In addition, you’ll gain access to free downloadable program updates, frequently asked questions, and other helpful information in the Support area of this Website.

Go to BNA Income Tax Planner Federal Customer Support »