by the Storen Team | Nov 7, 2025 | Team News
Unlocking Fun and Effective Solutions Together What an exciting day it was for the Storen Financial team as we gathered for our all-team meeting! The atmosphere buzzed with energy as team leaders from Investment, Tax, Business Services, and Communications &...
by the Storen Team | Nov 5, 2025 | Financial Planning, Medicare, Resources, Taxes
Avoid IRMAA fees by reducing your taxable income If you will be enrolling in Medicare in the next few years, the best course of action is to examine your taxable income a minimum of 2 years prior to enrolling in order to avoid IRMAA premium surcharges. Our team of...
by the Storen Team | Nov 3, 2025 | Events
Discover New Opportunities at This Business Networking Event Storen Financial is hosting the Zionsville Chamber of Commerce’s “First Tuesday” Networking Event at our office. This complimentary event is the perfect after-hours setting for business...
by the Storen Team | Nov 1, 2025 | Helpful Links
Here are a few helpful links and resources. Also, don’t forget to check out our blog for the latest information. Ways to Pay Pay your Indiana tax and estimates Pay your Federal taxes Federal Resources Internal Revenue Service Indiana529 Direct Savings...
by the Storen Team | Nov 1, 2025 | How-to, Resources, Taxes
If your digital tax return documentation is now available in your Storen Financial Client Portal and ready to finalize, follow these instructions to complete the process. The following items must be completed… Sign your digital signature so that our team can...
by the Storen Team | Nov 1, 2025 | Resources, Taxes
Important Things to Consider Regarding a Tax Return Extension When approaching the April 15th tax due date, you might be considering the extension of your individual tax return. If you choose to file your own extension, simply submit Form 4868 electronically by March...
by the Storen Team | Nov 1, 2025 | How-to, Resources, Tax FAQs
Client Portal Overview At Storen Financial, we use a secure Client Portal to store all your documents. Find the how-to instructions for accessing and utilizing your portal below… Upload and Download All of Your Client Documentation Initial Client Portal Setup...
by the Storen Team | Nov 1, 2025 | How-to, Resources, Resources for Businesses, Tax FAQs, Taxes
Information Required to Produce Your Tax Return *Most forms needed to produce your tax return should be issued or available to you prior to January 31st. If filing jointly, please provide forms and information for both the primary taxpayer and spouse. Below is...
by the Storen Team | Nov 1, 2025 | How-to
We offer 3 convenient options for you to securely send your prepared documents to our team (Examples include: financial information, tax related documents, client forms, etc). Please submit information a minimum of 2 weeks prior to your scheduled appointment. For data...
by the Storen Team | Nov 1, 2025 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Seasonal Appointment Scheduler We are looking for a Seasonal Appointment Scheduler during tax season, to answer incoming phone calls and dispatch them to specific employees throughout the...
