BNA Income Tax Planner vs TaxStatus

BNA Income Tax Planner8.7Visit TaxStatus8.6Visit

Higher score BNA Income Tax Planner #4 in Tax Planning Software 8.7/10 Pricing on request ✓ 6 of 6 features Visit Bloomberg

vs

TaxStatus #5 in Tax Planning Software 8.6/10 Paid ✓ 5 of 6 features Visit Tax Status

• BNA Income Tax Planner fits best

  Professional multi-year tax planning

• TaxStatus fits best

  IRS-connected tax advisory firms

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Side by side

Feature	BNA Income Tax Planner 8.7/10 Visit ↗	TaxStatus 8.6/10 Visit ↗
At a glance
Editor score	8.7	8.6
Ranking	#4 in Tax Planning Software	#5 in Tax Planning Software
Best for	Professional multi-year tax planning	IRS-connected tax advisory firms
Pricing model	Paid	Paid
Starting price	Pricing on request	$75/mo
Free plan	Not checked yet	—
Free trial	—	—
Deployment	Cloud, Desktop	Cloud
Platforms	Web, Windows	Web
Support	Email, Phone, Docs	Live chat, Docs
Compliance	2FA	SOC 2, SSO/SAML, 2FA
Integrations	5 integrations	4 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features BNA Income Tax Planner 6/6 · TaxStatus 5/6
Scenario modeling	✓	✓
Multi-year projection	✓ (best)	Not checked yet
Capital gains modeling	✓	✓
Retirement income modeling	✓	✓
Data import	✓	✓
Client collaboration	✓	✓
Our review
Pros	Projects tax liabilities across up to 20 years Compares alternative plans with federal and state calculations Imports tax data and supports client permissions and plan sharing	IRS-sourced data retrieval with consent-based workflows Planning module evaluates more than 100 eligible strategies API, monitoring, history comparisons, and digital onboarding
Cons	Pricing is handled through a sales contact Available on web and Windows rather than broader platforms Tax-rule coverage may vary by current release	No free plan; Starter supports up to 30 clients Firm starts at $1,000 per month Focused on U.S. taxpayer data and IRS-connected workflows
Our verdict	BNA Income Tax Planner is tax-planning software for tax professionals preparing individual and fiduciary tax projections. It is designed for firms that need to compare alternative plans, model tax liabilities across multiple years, and… Read the review →	Tax Status is a web-based platform for financial advisors and tax professionals working with U.S. taxpayer data. It retrieves IRS-verified information through consent-based workflows and organizes financial baselines, income, assets,… Read the review →

Strengths and trade-offs

• BNA Income Tax Planner — where it wins

  • Projects tax liabilities across up to 20 years
  • Compares alternative plans with federal and state calculations
  • Imports tax data and supports client permissions and plan sharing

  Where it doesn't

  • Pricing is handled through a sales contact
  • Available on web and Windows rather than broader platforms
  • Tax-rule coverage may vary by current release

• TaxStatus — where it wins

  • IRS-sourced data retrieval with consent-based workflows
  • Planning module evaluates more than 100 eligible strategies
  • API, monitoring, history comparisons, and digital onboarding

  Where it doesn't

  • No free plan; Starter supports up to 30 clients
  • Firm starts at $1,000 per month
  • Focused on U.S. taxpayer data and IRS-connected workflows

• BNA Income Tax Planner8.7/10 · Pricing on request

  A deep planning tool for multi-year, multi-case individual and fiduciary projections.

  Visit BloombergFull verdict →
• TaxStatus8.6/10 · Paid

  A focused tax-planning workspace for firms that need IRS-connected data and scenario analysis.

  Visit Tax StatusFull verdict →