Tax Return Prep
Tax Return Prep
Step A – Choose Your Preferred Method
We offer 3 easy options to meet your needs. Choose which option works for you!
1
Drop Off Program
2
Digital Experience
3
In-Person Appointment
Ready to schedule an appointment?
Rhissa, our Scheduling Specialist, is here to help! Simply give us a call and Rhissa will take care of you. 317.852.7000
Step B – Prepare Your Documents
Ready for us to prepare your tax return? Follow these steps to prep your documents.
1
Gather all documents needed to prepare your tax return.
**Please note the accuracy of the information you provide is extremely important! The IRS can choose to verify your information at any time. We’ve put together a thorough checklist of items we need and where you can find them. Ask yourself if any of these items apply to you!
Download the “checklist worksheet”
This pdf printable worksheet will walk you through all the documents need to complete your tax return. This is a comprehensive list, pick and choose what options are needed for your unique situation. (Click here to view or download this worksheet.)
Have questions about what documents you need?
Our team has created this helpful blog with information regarding each item listed on our “checklist worksheet” as well as where you can find each of the elements. (Click here to view the ‘Tax Season How-to: What to Provide’ blog.)
2
Download & complete Storen Financial forms.
Now that you’ve determined what information and documents are needed, the last step is to complete the Storen Financial forms which include the engagement contract and questionnaire.
Existing Client, New Client, New Business Client, or New Trust Client?
Our client packets contain specific documents and forms we need based on your status. Download and complete the packet that describes you. (Click here to view or download these forms.)
Step B – Prepare Your Documents
Ready for us to prepare your tax return? Follow these steps to prep your documents.
1
Gather all documents needed to prepare your tax return.
**Please note the accuracy of the information you provide is extremely important! The IRS can choose to verify your information at any time. We’ve put together a thorough checklist of items we need and where you can find them. Ask yourself if any of these items apply to you!
Download the “checklist worksheet”
This pdf printable worksheet will walk you through all the documents need to complete your tax return. This is a comprehensive list, pick and choose what options are needed for your unique situation. (Click here to view or download this worksheet.)
Have questions about what documents you need?
Our team has created this helpful blog with information regarding each item listed on our “checklist worksheet” as well as where you can find each of the elements. (Click here to view the ‘Tax Season How-to: What to Provide’ blog.)
2
Download & complete Storen Financial forms.
Now that you’ve determined what information and documents are needed, the last step is to complete the Storen Financial forms which include the engagement contract and questionnaire.
Existing Client, New Client, New Business Client, or New Trust Client?
Our client packets contain specific documents and forms we need based on your status. Download and complete the packet that describes you. (Click here to view or download these forms.)
Does your investment advisor consider your long-term TAX impact?
Learn how we help you develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation.
Step C – Submit Your Prepared Documents
Documents prepped? 3 options to send them securely to our team.
Do NOT Email Financial Information
1
Online Client Portal
2
Office Drop Off
3
Secure Lockbox
More Helpful Quick Links
All Tax Season Forms
Donated Goods Calculator
Tax Pricing
What's included with your tax return?
How-to Videos
Click here to find helpful tools, tips, and resources in our video library.
See All Tax FAQs
Helpful Links
Additional Tax Services
How can we help?
At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.
LEARN MORE
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