More Information - Financial Planner Durham, NC

Monday-Friday: 9am to 5pm
Saturday: 10am to 2pm
Sunday: Closed

Please take a moment to answer the questions below.

I will review your information and get back with you to discuss.

If you would like to set a time for a phone call you can do so from my

Name
First Last
Email*
Enter Email Confirm Email
Estimate your years until retirement*
- I am retired :-)
- 1 - 5 Years
- 5 - 9 Years
- 10 - 14 Years
- 15 Years plus!
2016 Adjusted Gross Income*
You can estimate. Or if you prefer, this is the bottom line, first page of your 1040. Line 37
2016 Taxable Income*
Again you can estimate. If you prefer this is on line 43 of your Federal form 1040. Top section on page 2
2016 Federal Taxes*
Enter your taxes bill for 2016. (You probably remember this one!) It is on line 44 of your 1040.
Do you expect your 2017 Tax situation to be similar to 2016?*
- Yes, pretty close
- No, I expect an increase in income.
- No, I expect my income will be lower.
Your State of Residence*
Any information you would like to share or question you would like to ask?
Number to use to reach you if needed*
Comments
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