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 or contact Software Customer Support at 800.424.2938 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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