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Exciting News!

We’re bringing our team together under one roof! Our Brownsburg office team is relocating / moving to our expanded Zionsville office November 1, 2021. Click here to learn more.

Providing Comprehensive & Specialized Financial Services in a Complex World

Get to know the Storen Financial Team. Our Professionals are highly skilled specialists in the areas of Investment Planning, Tax Planning & Preparation, and Business Services. Make an appointment to meet our talented staff and let us guide you through a complex and digital age.

Tax Planning & Preparation

Financial Planning & Investments

Business Services

Exciting news!

We’re Bringing Our Team Together Under One Roof!

In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current state-of-the-art facility located in Zionsville, IN to accommodate our Brownsburg team and consolidating our operations there. Click here to learn more.

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 is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals.

Our tax professionals prepare a combined 5,500+ 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.

Kim and Greg Storen, owners of Storen Financial

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

We’re Bringing Our Team Together Under One Roof!

*See Frequently Asked Questions Below! The Zionsville Office Expansion Project In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current...

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How to create your IRS.gov account

View ALL of your tax info in one place! Have questions about how much tax you paid? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information...

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Video: What you didn’t know about Medicare

Medicare open enrollment is available October 15th through December 7th. Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment guidelines and addresses...

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Office Expansion Project Construction Update

We're making progress on our new space! Construction has begun! The progress of our Zionsville office expansion project is coming along. Watch this video for a quick tour of our space. The goal of this new addition to our office is to allow our business services and...

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Investing for retirement is about more than just money

Takeaway from the Morningstar Investment Conference While at the Morningstar Investment Conference in Chicago recently, I attended a session that discussed important aspects of enjoying a successful retirement. The information is based on retirement research done by...

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Contact us with any questions you might have!

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