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Bloomberg Tax Research

Bloomberg Tax research platform with an AI Assistant that answers plain-language tax questions linked to its Portfolios and sources.

Visit pro.bloombergtax.com

What the AI doesBloomberg Tax AI Assistant: conversational research across the platform with links to Tax Management Portfolios, chart builders and navigators; 'Trustworthy AI'
Who it servesAll practices
Starting price$2,200 (Bloomberg Tax for Small CPA Firms; firms under 10 employees; billing term not stated)
Pricing modelSubscription
Free trialNot stated on the vendor site
Best fitSolo practitioner, Small firm, Mid-size firm
CategoryTax Research & Knowledge Assistants
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Bloomberg Tax Research is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: answering a tax question with citations you can check, and drafting the memo or client letter from it.

What it costs

Bloomberg Tax Research starts at $2,200 (Bloomberg Tax for Small CPA Firms; firms under 10 employees; billing term not stated), subscription. Ask the vendor about a trial when you reach out.

Good to know

Bloomberg Tax Research is the platform behind the Tax Management Portfolios, and its AI Assistant now sits across the whole library: ask a question in plain language and get an answer linked back to the Portfolios, chart builders and navigators, under the vendor's Trustworthy AI framing. The advisory-firms page is written to tax partners and managers at CPA firms, with testimonials from firms such as Yeo & Yeo, and Bloomberg Tax for Small CPA Firms — an all-in-one package of research, news and workflow tools with the AI Assistant for firms under 10 employees — is posted from $2,200; larger firms request pricing.

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