by the Storen Team | Feb 1, 2023 | Forms
These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. Services and Pricing New Business Client Data Sheet 1099 Request Form Tax...
by the Storen Team | Feb 1, 2023 | Businesses, Resources, Resources for Businesses, Taxes
Diving Deeper into Complex Tax Law Changes Last month, the Storen Financial tax team completed a two-day training session led by Tax Services Manager, Kim Storen. Over the course of this training, we focused on collaboration of processes, new tax law updates, forms...
by the Storen Team | Feb 1, 2023 | Careers with Storen
Storen Financial is one of the largest independent investment and accounting firms 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...
by the Storen Team | Jan 31, 2023 | Medicare, Resources
Article from Forbes.com The Medicare Open Enrollment Period is in full swing. From October 15 through December 7 every year, Medicare beneficiaries have the chance to review their drug and Medicare Advantage plans. During this time, they can also add or drop Part D...
by the Storen Team | Jan 25, 2023 | How-to
A convenient option for your schedule. Our lockboxes offer an easy way for you to send us your documents securely during or after hours. For your convenience, we have lockboxes located in Brownsburg and at our Zionsville office. These lockboxes are checked by a Storen...
by the Storen Team | Jan 6, 2023 | Ed Slott, Financial Planning, Resources, Resources for Businesses, Retirement
Article from Ed Slott and Company, LLC – Sarah Brenner, JD, Director of Retirement Education This holiday season Congress has given us SECURE 2.0. With no time to spare to avoid a government shutdown, they passed the $1.7 trillion Consolidated Appropriations Act...
by the Storen Team | Jan 2, 2023 | Education, Events, Medicare
Have questions about Medicare? General enrollment is available through March 31st. *Our virtual event featuring Medicare information and general enrollment has been rescheduled to March 7th. Join us for this virtual event on March 7th, where Ruth Hoffman, Storen...
by the Storen Team | Jan 1, 2023 | Forms, Tax FAQs
Here are a few handy forms to help you during this tax season. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Checklist Worksheet Current Client Packet New Client...
by the Storen Team | Jan 1, 2023 | 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 Pay your Indiana estimates Pay your Federal taxes Federal Resources Internal Revenue Service CollegeChoice...
by the Storen Team | Jan 1, 2023 | Resources, Tax FAQs
Here are a few answers to the questions our team gets asked quite often. Feel free to give us a call anytime if you have any other questions. Find answers to these questions below… What does it cost to have my taxes done? What information do I need to provide...
