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.
Year-Round Financial Strategy
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. By working with our clients all year (not just at tax time), we help you create a sound strategy, so you can make financially informed decisions. And best of all, our friendly, approachable staff offers one-on-one, personalized service, so you always feel like you are our only client.
We are also committed to using innovative technology solutions to provide the level of service you expect with the convenience you deserve. Our advanced web-based platform offers secure, 24-hour online access to your tax documents. And while this technology is available to serve you on your terms and schedule, it will never replace the close, personal attention that is the foundation of our business.
- 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.
Tax Returns Each Year
As the leaders of Storen Financial, Greg and Kim Storen are proud of the company’s modest beginnings and its family ties. In 1966, after years in the financial services industry, Pat Storen, Greg’s father, founded Storen Financial in the family’s home. He would visit his clients’ homes to complete their tax returns at their kitchen table.
By 1985, the success of Pat’s business allowed him to move into his first office on Main Street in Brownsburg. When he was fresh out of college, Greg went into banking and that’s where he met his wife, Kim. After spending 15 years in the industry, Greg established his own financial planning and corporate tax business in Zionsville.
Pat retired in 2009 and sold the company to Greg and Kim. They merged the two businesses and it continues to expand. In the early days, the team prepared 125 tax returns per year. That has grown to over 5,000 returns!
Our core company values encompass what we stand for: Trusted, Committed and Engaged! The Storen Financial team of professionals have talents that span all areas of financial and tax planning. With Financial Advisors and Tax Professionals all under one roof, we can offer a complete view of your financial profile, while offering tax-saving strategies and cost-savings solutions. Our focus is to help our clients keep their hard earned retirement by paying less in taxes and mitigating risks through market ups and downs. Our industry-leading commitment to education gives our clients an edge when it comes to their financial success.
At Storen Financial, we take pride in our family values and our commitment to the local communities we serve. Our goal is to make sure each and every client feels like part of the family! We continue to support multiple local charities, non-profit organization and businesses, while working to be engaged and strengthen our community.
Commitment to Continued Education
Our Financial Advisors & Tax Professionals Remain Committed to you by exceeding our Continuing Education requirements annually
The IRS and the Indiana Department of Revenue require Tax Professionals to complete a certain amount of continuing education from accredited programs. Each of our preparers exceed their minimum education requirements annually and continue to succeed at remaining on top of the laws & current trends of the tax industry both nationally and locally.
Our Investment Team stays updated and informed with continual education, and on IRA laws by studying with IRA Expert, Ed Slott throughout the year www.Irahelp.com
In addition, the Storen Financial Team of Tax Professionals and Investment Advisors each meet weekly to stay updated and informed to best serve our clients.
We hope your visit is comfortable and welcoming!
Located in front of the Zionsville Town Hall, our office boasts modern, comfortable amenities, as well as a large conference room that allows for team collaboration and community educational events. (Click here for directions.)
Please note our office is wheelchair accessible with an elevator and automatic doors available.
Drop off your documents anytime!
Drop your documents in our secure lockbox at your convenience. This lockbox is available 24 hours and is checked daily by a Storen Financial team member. (Click here for details.)
Meet Our Team
Our team members are the heart of our business and are considered part of the family. Click here to learn more about each member, their backgrounds, history, tasks and interests.
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.
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?
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
*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...
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...
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...
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...
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...