Individual Tax Planning

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To experience how Bloomberg Tax is innovating planning, preparing, and workflow resources for the entire firm, simply complete the form on this page to get started. Request your seven-day free trial here for:
  • Income Tax Planner – to accurately project estimated tax payments, capital gains, and more
  • Estate & Gift Tax Planner – to help clients minimize tax obligations and maximize what they leave behind
  • Estate & Gift Tax 706 Preparer – to tackle the complexities of Form 706
  • Estate & Gift Tax 709 Preparer – to speed the preparation and calculation of federal gift tax returns
  • SuperForm® Tax Forms – to provide you with access to every form you need – and accurate calculations

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