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.

COMING IN NOVEMBER 2019

New Zionsville Office

Our new building in Zionsville, Indiana is moving along at a rapid pace! We currently have brick on 1/3 of the structure and indoor framing is well underway. As our new office takes shape, we thought we’d answer a few questions that have come up about our move. 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!

Having had Kim do our taxes for years, I’ve always known I could trust her expertise and knowledge. When I started my business 6 years ago, Kim walked me through every step of the way. Not only has she saved me a lot of money, she’s also saved me a lot of time! I look forward to our meetings and feel like family when I walk in the door!

I have been with Greg and the “Storen Financial Family” for over 20 years. It tickles me how Greg “knows” my spending habits and therefore knows how to invest for my current and future financial needs. With all the choices of financial companies that want your money; it’s important to chose a team that stays with and cheers you along to achieve your financial goals. Here’s to another 20 years Storen Financial!

After the death of my husband, I turned to Greg to help me maneuver my finances and ensure my son and I could live the way my husband wanted. Greg is not only my financial advisor, he is a great sounding board and friend both professionally and personally. Absolutely couldn’t find a better team than Greg, Lynn and Kim!

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.

Don't miss the next business tax deadline!

Through our small business consulting services, we keep our clients on track throughout the year. The next business deadline is approaching, make sure you've marked your calendar.

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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

What is the gift tax?

Blog by Rob Dukes - Finance Administrator, Admin Team Lead This is a common question we get from clients, and the requirements may surprise you. The “Gift Tax” is actually a misnomer for the vast majority of taxpayers. The gift tax obligation is limited to reporting a...

read more

Qualified Charitable Distribution (QCD) Tax Deduction

Blog by Greg Storen, MBA - Financial Advisor, Senior Tax Professional It's the time of year when leaves are falling, crisp air and tax planning! That is right, tax planning. We all need to take a few minutes and review our finances for 2019 and part of this is...

read more

Contact us with any questions you might have!

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