Bloomberg Tax & Accounting
Bloomberg Tax & Accounting provides AI-powered tax research and software — including provision, workpapers, fixed assets, and planning tools — for corporate tax teams, advisory firms, and government agencies globally.
- Company typePrivate
- Founded1929
- HeadquartersArlington, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Bloomberg Tax & Accounting does
Bloomberg Tax & Accounting is a private software and research business operated by Bloomberg Industry Group, Inc. — an affiliate of Bloomberg L.P. — headquartered in Arlington, Virginia, with roots tracing to the Bureau of National Affairs (BNA, founded 1929). The company provides an integrated, AI-powered suite of tax software and intelligence products targeting corporate tax departments, mid-market companies, advisory firms, and government agencies. Its core products span tax research (Bloomberg Tax Research), corporate tax provision (Bloomberg Tax Provision, built around ASC 740 workflows), tax-specific spreadsheets (Bloomberg Tax Workpapers), fixed-asset depreciation management (Bloomberg Tax Fixed Assets), income-tax planning (Bloomberg Tax Income Tax Planner), and corporate tax analysis (Bloomberg Tax Corporate Tax Analyzer), supplemented by Payroll research and SuperForms preparation tools.
The underlying technology is a cloud-based, integrated suite architecture connecting research, provision, workpapers, and fixed assets through shared data and embedded AI features — including a generative-AI Assistant, Bloomberg Tax Answers summarization, AI Expression Generator, Development Tracker Agent, and Tax Intelligent Chat Assistant — all powered by retrieval-augmented generation over a proprietary corpus of 500+ Tax Management Portfolios, 500,000+ agency guidance documents, 23,000+ tax treaties, and continuous monitoring of 2,000+ state tax department websites across 220+ countries.
The business model is enterprise subscription-based with annual billing and quote-based pricing that scales with organization size, module selection, and contract term. Go-to-market is direct enterprise field sales supplemented by a Certified Implementer Programme anchored by the Big 4 and major mid-tier advisory firms (EY US, BDO, Grant Thornton, RSM, Baker Tilly, plus GTM, VPTAX, K1x, Antium, Incentify). Customer penetration is anchored at 87-93% of the top 100 US accounting firms and 81% of Fortune 500 companies, with named logos spanning manufacturing, software, retail, food, transportation, and metals. Revenue is complemented by professional services for implementation and onboarding. The company is privately held with no disclosed funding rounds, reporting through Bloomberg Industry Group alongside sibling brands Bloomberg Law, Bloomberg Government, BloombergNEF, and the June 2026-acquired Regology regulatory intelligence platform.
Bloomberg Tax & Accounting firmographics
Firmographics- Name
- Bloomberg Tax & Accounting
- Legal name
- Bloomberg Industry Group, Inc.
- Website
- https://pro.bloombergtax.com
- Company type
- Private
- Founded year
- 1929
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Bloomberg Tax & Accounting provides AI-powered tax research and software — including provision, workpapers, fixed assets, and planning tools — for corporate tax teams, advisory firms, and government agencies globally.
- Ownership category
- akta.pro rank
Bloomberg Tax & Accounting industry classification
Industry- Product category
- Enterprise Tax Compliance Software
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- akta.pro primary industry
- Tax & Accounting Publishing (Codes, Guidance, Practice Tools) (MPAJACAD)
- akta.pro secondary industries
- Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO), Finance, Accounting & Tax Reference (GAAP/IFRS, Audit, Compliance, Tax) (EDAGAGAE), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)
Keywords
Where Bloomberg Tax & Accounting is headquartered
LocationHeadquarters
- HQ city
- Arlington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bloomberg Tax & Accounting business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription (Tax Provision, Workpapers, Fixed Assets): Bloomberg Tax generates revenue through subscription-based licensing of its integrated suite of tax software solutions. Customers pay for access to the Bloomberg Tax Suite including Research, Provision, Workpapers, Fixed Assets, Income Tax Planner, and Corporate Tax Analyzer. Pricing is quote-based and varies by organization size, modules required, and subscription terms. The company offers both individual product subscriptions and integrated suite access.
- Research and Intelligence Platform: Revenue generated from Bloomberg Tax Research platform subscriptions, providing access to Tax Management Portfolios, primary sources, news, and AI-powered research tools. This is part of the integrated subscription model.
- Professional Services and Implementation: Professional onboarding services and implementation support provided through certified implementer partners and Bloomberg Tax's own professional services team to help customers integrate and optimize their tax technology investments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with full suite access |
| Subscription | Annual | Modular pricing by product (Provision, Workpapers, Fixed Assets, Research) |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Bloomberg Tax & Accounting product offering
Product offeringCore offering
Bloomberg Tax & Accounting provides an AI-powered integrated suite of tax software and research solutions for corporate tax professionals and accounting firms. The core offerings include tax research, tax provision (ASC 740), workpapers, fixed assets management, income tax planning, and corporate tax analysis, all connected through a unified workflow with embedded AI tools, automatic regulatory updates, and practitioner-authored Tax Management Portfolios. The platform serves Fortune 500 corporations, top accounting firms, and government agencies globally across 220+ countries.
Differentiator
Problem solved
Functional benefit
Brands
- Bloomberg Tax Research: AI-powered tax research platform with primary sources, expert analysis, and news coverage
- Bloomberg Tax Provision
- Bloomberg Tax Workpapers
- Bloomberg Tax Fixed Assets
- Bloomberg Tax AI Assistant
- Bloomberg Tax Income Tax Planner
- Bloomberg Tax Corporate Tax Analyzer
- Certified Implementer Program (CIP)
Quantifiable outcome
- Time savings: Bloomberg Tax Provision significantly reduced provision time, with one customer saving close to a month compared to working in Excel
- +4 more outcomes
Companies that use Bloomberg Tax & Accounting
Customer profileNamed customers11 records
Segments5 records
Ideal customer profiles4 records
Bloomberg Tax & Accounting technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature8 records
Bloomberg Tax & Accounting partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- EY US (Ernst & Young LLP)coreEY US joined Bloomberg Tax's Certified Implementer Programme (CIP) to support organizations in deploying Bloomberg Tax Provision, Bloomberg Tax Workpapers, and Bloomberg Tax Fixed Assets solutions. EY US assists companies in designing and documenting tax processes, managing data transformation, and automating calculations and reporting. The partnership follows EY's recent $1 billion AI alliance commitment with Microsoft.
- RegologycoreBloomberg Industry Group acquired Regology, a leading AI-powered global regulatory intelligence platform. This acquisition expands Bloomberg's ability to help organizations navigate regulatory change with greater speed, clarity, and confidence by combining Regology's regulatory AI with Bloomberg Law, Bloomberg Tax, and Bloomberg Government content.
- BDO USAcoreCertified Implementer partner providing implementation and optimization support for Bloomberg Tax software solutions including Provision, Fixed Assets, and Workpapers.
- Grant ThorntoncoreCertified Implementer partner providing implementation and optimization support for Bloomberg Tax software solutions.
- RSMcoreCertified Implementer partner providing implementation and optimization support for Bloomberg Tax software solutions.
- Baker TillycoreCertified Implementer partner providing implementation and optimization support for Bloomberg Tax software solutions.
- GTMminorCertified Implementer partner providing specialized implementation services for Bloomberg Tax solutions.
- VPTAXminorCertified Implementer partner providing specialized tax technology implementation services.
- K1xminorSpecialized tax software provider partner focused on specific tax issues, extending Bloomberg Tax's solution value.
- AntiumminorSpecialized tax software provider partner for addressing critical tax workflow challenges.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
Bloomberg Tax & Accounting competitors and assessment
Company assessmentDirect peers
- Avalara: Avalara offers cloud-based tax compliance automation (sales tax, VAT, excise) for businesses of all sizes, addressing the tax compliance pain points that Bloomberg Tax targets for enterprise customers, though more on transactional than provision workflows.
- Longview Tax: Longview Tax (now part of insightsoftware) offers enterprise corporate tax software including provision, planning, and data management, competing for the same Fortune 500 and large multinational tax department budgets as Bloomberg Tax.
- Vertex, Inc. Vertex provides indirect tax (sales/use, VAT) compliance and determination software used by large enterprises; it is comparable to Bloomberg Tax as a focused enterprise tax technology vendor addressing global tax complexity.
- Sovos: Sovos provides global tax compliance and regulatory reporting software (VAT, sales tax, withholding, e-invoicing) for multinational enterprises, comparable to Bloomberg Tax's international compliance and reporting capabilities.
- Thomson Reuters: Thomson Reuters' Tax & Accounting segment (ONESOURCE, Checkpoint) directly competes with Bloomberg Tax across tax research, corporate tax provision, and compliance, serving the same Fortune 500 and Big Four customer base with an overlapping integrated suite.
- Corptax: Corptax provides corporate tax provision, compliance, and planning software to large multinationals and Big Four firms, directly overlapping with Bloomberg Tax Provision and Corporate Tax Analyzer on ASC 740 workflows.
- Wolters Kluwer: Wolters Kluwer's Tax & Accounting division (CCH Axcess, CCH AnswerConnect, CCH ProSystem fx Tax) competes head-to-head with Bloomberg Tax in tax research, provision, and fixed-asset workflows for accounting firms and large corporations.
Broad incumbents
- ADP: ADP offers payroll, tax filing, and compliance services that overlap with Bloomberg Tax Payroll and SuperForms for employer tax obligations, though from a payroll-centric rather than research/provision-centric angle.
- Intuit: Intuit (ProConnect Tax Online, Lacerte, ProSeries) is a broad incumbent in professional tax software for accounting firms and SMBs; while it targets a smaller customer than Bloomberg Tax's enterprise focus, it competes for tax-firm tax prep and workflow budget.
Others
- Bloomberg L.P. Bloomberg L.P. is the parent conglomerate providing the Bloomberg brand, distribution, and capital that underpin Bloomberg Tax; it is comparable as the parent ecosystem and via adjacent products (Terminal, Bloomberg Law, Bloomberg Government) that cross-sell into the same enterprise accounts.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Bloomberg Tax & Accounting social profiles
Digital presenceBloomberg Tax & Accounting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bloomberg Tax & Accounting leadership team
Management profileNumber of profiles
Profiles6 records
Bloomberg Tax & Accounting subsidiaries and ownership
Company hierarchySubsidiaries1 record
Bloomberg Tax & Accounting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bloomberg Tax & Accounting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bloomberg Tax & Accounting
What does Bloomberg Tax & Accounting do?
Bloomberg Tax & Accounting provides an AI-powered integrated suite of tax software and research solutions for corporate tax professionals and accounting firms. The core offerings include tax research, tax provision (ASC 740), workpapers, fixed assets management, income tax planning, and corporate tax analysis, all connected through a unified workflow with embedded AI tools, automatic regulatory updates, and practitioner-authored Tax Management Portfolios. The platform serves Fortune 500 corporations, top accounting firms, and government agencies globally across 220+ countries.
Is Bloomberg Tax & Accounting a public or private company?
Bloomberg Tax & Accounting is a private company. It is classified as corporate owned and is currently operating.
When was Bloomberg Tax & Accounting founded?
Bloomberg Tax & Accounting was founded in 1929. It employs 51 to 100 people.
Where is Bloomberg Tax & Accounting based?
Bloomberg Tax & Accounting is headquartered in Arlington, United States, in the North America region.
How does Bloomberg Tax & Accounting make money?
Three revenue lines are on record. Software Subscription (Tax Provision, Workpapers, Fixed Assets) is the primary driver. The others are research and Intelligence Platform and professional Services and Implementation.
Who are Bloomberg Tax & Accounting's main competitors?
Direct peers on record are Avalara, Longview Tax, Vertex, Inc., Sovos, Thomson Reuters, Corptax and Wolters Kluwer. Broad incumbents are ADP and Intuit. Bloomberg L.P. is listed as an others.
Does Bloomberg Tax & Accounting have an API?
No public API is recorded for Bloomberg Tax & Accounting.
What industry is Bloomberg Tax & Accounting in?
Bloomberg Tax & Accounting's product category is Enterprise Tax Compliance Software. Its primary akta.pro industry code is MPAJACAD, Tax & Accounting Publishing (Codes, Guidance, Practice Tools), with a secondary code of BPAIADAO, Revenue Systems, E-Filing & Digital Tax Administration. Its NAICS code is 5412.