Covid has created uncertainties. Investment strategies have changed.

Let us offer a complimentary review or second opinion to be sure you are on the right track to a financially secure future. Contact us to schedule a financial review.

Comprehensive Financial Services with a Personal Touch

Storen Financial has been serving the Brownsburg, Zionsville, and surrounding areas since 1966. Firmly rooted in the community, our main focus is to serve our clients with expertise, in a timely manner, and with a personal touch.

Whether you are an individual or a business owner, we are here to serve you through our diverse set of skills and services.

 

Comprehensive Financial Services with a Personal Touch

Storen Financial has been serving the Brownsburg, Zionsville, and surrounding areas since 1966. Firmly rooted in the community, our main focus is to serve our clients with expertise, in a timely manner, and with a personal touch.

Whether you are an individual or a business owner, we are here to serve you through our diverse set of skills and services.

 

Tax Planning & Preparation

We work with you to develop a customized plan with tax-saving strategies that are tailored to your unique situation.

Small Business Services

Our service provides thorough, accurate reporting and analysis that allows you to evaluate financial health and business goals. 

Financial Planning & Investments

From retirement planning to life insurance, investments to long-term care policies, and college funding to IRAs, we are here to serve you.

Did you know?

We have clients in 43 states!

We’re not just local…. we prepare taxes for clients all over the country. We have tax clients in every possible state with income taxes as well as Washington.DC! No matter where you live or if you move, our team of tax professionals can still work with you for your tax planning and preparation needs!

Don’t miss out on the latest tax & financial news!

Subscribe to our monthly newsletter to get the latest news, event invitations, team info and important updates!

What are others saying about Storen Financial?

Our goal is to provide our clients superior service and expert advice in a friendly, family-oriented atmosphere. Truly their successes are ours!

As a financial advocate, it is important to me to find trusted and knowledgeable local resources for tax filing and other financial solutions. Storen Financial has proven to be that solution for my personal and business tax filing needs. Kim provided guidance and education to me on how best to structure my small business, saving me money and putting my mind at ease.

I originally went to Storen Financial for help setting up my new business and making sure I wasn’t missing anything when it came to our taxes. What I received has been so much more than that! As a small business owner, the demands on my time were great. It has been incredibly helpful to be able to hand off a big part of the financials to Jason Bailey, Business Services Manager with Storen Financial so I can focus on the store, design services, and most importantly, our customers.

Wanted to say thanks to Brian. He did a fabulous job answering questions and giving us a snapshot of where we stand with our retirement goals. He was exceptional. We were pleased with Brian’s professionalism and guidance.

Get to know Storen Financial

Storen Financial has been serving the Brownsburg, Zionsville, and surrounding areas since 1966. Firmly rooted in the community, our main focus is to serve our clients with expertise, in a timely manner, and with a personal touch. We strive to become your most trusted advisor!

Our tax professionals prepare a combined 5,300+ individual & business tax returns each year.

Our professionals have the following designations:  CPA, MBA, & EA (IRS Enrolled Agent).

Over 400 hours of continuing education are logged by our staff each year.

Frequently Asked Questions

How do I track my refund?

NEW! IRS2Go is the official mobile app of the IRS. Click here to learn more and as always, feel free to contact us with any questions you have.

Is there an age where Social Security is not taxed?

No, federal taxation of SS benefits is based on income level and not age. Anywhere from 0% to 85% of the SS benefit can be taxable based on how much other income a taxpayer is reporting. Note, Indiana does not tax anyone’s social security benefits. Click here to see more FAQs.

How are Indiana State and Local taxes calculated?

For new residents of Indiana, there is a learning curve on understanding State & Local taxes. Indiana has a flat rate for the State of 3.23%. So if you have $10,000 or $1,000,000 of taxable income, you are taxed at the same rate. In addition to this, each individual pays a county tax and each County can set their own tax rate. County rates range from .35% for Jefferson to 3.38% for Pulaski. There are a few exceptions to the rule, but an Indiana taxpayer is subject to County taxes based on where they lived on January 1st of the tax year. Click here to see more FAQs.

How much retirement income is taxed in Indiana?

Like a lot of other States, Indiana does not tax Social Security Benefits. Also, Indiana gives a full or partial deduction for pensions that originate from Railroad Retirement Board, Office of Personnel Management and Defense Finance and Accounting Service (Military Retirement). If one is not lucky enough to be receiving retirement from one of the listed entities, then your retirement income will be fully taxable to State and County. To keep from owing to Indiana on your Tax Return, please ask the Administrator if they will withhold State taxes on the benefits. If they do, then as a rule of thumb, we tell clients that 5% withholding will cover most taxpayers in the state. This covers both State and County rates. If someone knows that they live in a county with a rate greater than 1.7%, then take the percentage up to have withheld 6% or 7%. If the Administrator will not withhold State taxes, then Quarterly Estimates may need to be sent in. Like the Federal, Indiana can charge an Underpayment Penalty if more than $1,000 is owed at the end of the year.Click here to see more FAQs.

What do I bring to my tax appointment?

Get the full list of the items you need here in this checklist.

The Latest News from Storen

Finalizing 2020 Tips for Businesses

As the leaves fall and stores begin playing holiday music, our minds quickly transition to payroll and bookkeeping year-end processes. Ok, so maybe that’s not quite how it goes. But, we’re here to help you finalize 2020, prepare for the upcoming tax season, and...

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Kim’s Tax Tips

Kim was the key note speaker at the ZWIN November monthly meeting Kim Storen, co-owner of Storen Financial, was the key note speaker at ZWIN (Zionsville Women In Network) our November monthly meeting. She shared all about “Fun and Taxes” and says that yes, these two...

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Claim up to $300 from charitable deductions!

COVID-19 has impacted all of us in one way or another, and charities are no exception. Many of them are really struggling to continue providing their essential services. Giving to a charity before the end of the year will not only help them, but it can also provide...

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Contact us with any questions you might have!

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