About Bloomberg Tax
A suite of tax resources to help you confidently manage every tax function with the greatest efficiency and least risk
Bloomberg Tax history
Bloomberg Tax was built on the deep history of The Bureau of National Affairs (BNA) – combining respected tax research and proven software into a suite of resources that continues to innovate, differentiate, and lead the industry with powerful calculations, trusted intelligence, and modeling software.
History of Bloomberg Tax & Accounting
- 1929: The Bureau of National Affairs, Inc. (BNA) is founded by David Lawrence
- 1959: Tax Management Portfolios are created by Leonard Silverstein
- 1984: Launch of Income Tax Planner software
- 1987: Launch of Fixed Assets software
- 1994: Launch of State Tax Practice Center | Published first electronic version of the research product | Launch of Financial & Accounting
- 2001: Launch of first web-hosted Fixed Assets software
- 2002: Acquisition of SuperForms Tax Form (STF Services)
- 2011: Bloomberg L.P. acquires BNA, kicking off a decade of heavy expansion
- 2014: Launch of International Tax Practice Center
- 2016: Launch of new Bloomberg Tax Research technology platform
- 2019: First to market with State Books, allowing easy state depreciation calculations for nonconforming states
- 2020: Complete expansion of Bloomberg Tax Research to cover more than 220 countries | Bloomberg Tax & Accounting selected by the IRS to provide online tax research solution
- 2021: Acquisition of Tax Prodigy software, now Bloomberg Tax Provision
- 2024: Launch of Bloomberg Tax Workpapers | Product integrations enable connected suite of solutions
We deliver:
Tax Management Portfolios
In-depth analysis by leading practitioners providing technical and practical perspectives.
Automation
Reap the benefit of tax-focused automation capabilities – so you can spend your time on higher-value activities and remove risk from your process.
Embedded Intelligence
Know all your calculations are up to date with trusted intelligence at your fingertips – when you need it; where you need it.
Integrated Solutions
With tax tools that share data through key integrations, everything from calculations to reporting will be consistent and efficient.
AI capabilities
Find answers quicker with AI-powered tools that draw from gold standard Portfolios and link directly to reference material.
World-class service
24/7 help desk support with a dedicated team that is laser focused on customer feedback.
Bloomberg Tax leadership
Lisa Fitzpatrick
President
Heather Rothman
Vice President,
Analysis & Content
Warren Hoppmeyer
Director, Strategy & Operations
Evan Croen
Senior Vice President,
Product
Bloomberg Tax authors
Meet our author award winners
Bloomberg Tax has long recognized that the outstanding reputation we enjoy in the tax and accounting community is due in large part to the efforts of our Tax Management Portfolio authors and contributors. Creating Portfolios and timely news articles that help professionals, these thought leaders deserve special recognition for helping our customers crack the code on any tax and accounting challenge.
Become a contributor
Are you interested in sharing your expertise with a worldwide audience of tax professionals? Find out how you can become a Bloomberg Tax author and increase your exposure and marketability.
Bloomberg Tax training and support
Enjoy world-class customer support staffed with knowledgeable Bloomberg Tax employees (many of whom are attorneys and CPAs) – free, unlimited, toll-free. Plus, take advantage of software training and maximize your investment.
Research support
24/7 research support:
833.697.9559
UK, Europe, Middle East, Africa, South America:
+44 (0) 207.847.5821
Asia Pacific Region:
+65 640.83734
Email:
help@bloombergtax.com
Software support and training
Software support:
800.424.2938