by the Storen Team | Aug 9, 2020 | Tax FAQs, Taxes, Updates
Fun Fact! Storen Financial is not just local …. we prepare taxes for clients all over the country. We have tax clients in every possible state as well as Washington.DC! Seven states impose no income tax on their residents: Alaska, Florida, Nevada, South Dakota, Texas,...
by the Storen Team | Aug 6, 2020 | Financial Fitness, Financial Planning, Resources
As you relax during the dog days of summer, it’s a great time to grab a notebook and take stock of your insurance coverages, memberships and subscriptions. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February –...
by the Storen Team | Jul 30, 2020 | Meet the Team, Resources for Businesses, Team News
At Storen Financial, we offer a variety of services to help your business become more streamlined and easier to manage. Working with our team of experienced professionals, we can provide financial guidance and offer you support throughout the year. Kim Storen, EA...
by the Storen Team | Jul 16, 2020 | Resources, Resources for Businesses
New information is an overwhelming constant, so we have rounded up the following important summary of resources. This collection of articles brings together a recap of recent news and information. We hope you find these updates helpful! QuickBooks Enterprise...
by the Storen Team | Jul 14, 2020 | Community, Events, Team News
Please join the Storen Financial team in a food drive collection for our area communities, to benefit those who are food insecure. The donated food items collected will be delivered to The Caring Center in Boone County. The Caring Center, located in Lebanon, Indiana,...
by the Storen Team | Jul 8, 2020 | Resources, Taxes
This Thing Called Life As each new life event unfolds, we can expect our tax situation to change. Let’s take a look at a few milestones and address the impact they’ll have on your wallet. We’ll highlight the changes brought about with the passage of new legislation....
by the Storen Team | Jul 7, 2020 | Businesses, Community, Taxes, Updates
We are so grateful for the many referrals we receive from satisfied clients, as it is the highest form of a compliment and trust in what we do to serve you. A huge thank you goes out to client and Top Referrer for the 2019 tax season, Lisa Kellum. Lisa shared her...
by the Storen Team | Jul 6, 2020 | Financial Fitness, Financial Planning, Resources
As we dive headlong into summer — and to vacations and family outings — there may be a tendency to spend more money than perhaps you’ve budgeted for. This month, we look at your financial health and mindful spending. Monthly Project Recap: January – Set your...
by the Storen Team | Jul 1, 2020 | Meet the Team
Daniel Walters Tax Professional Daniel joined our team in the summer of 2020. He graduated from Valparaiso University with a Bachelor’s Degree in Accounting and a Minor in Analytics, all while competing as a Division 1 athlete in both cross country and track. For...
by the Storen Team | Jun 29, 2020 | Resources, Retirement
Hot off the press from IRA expert, Ed Slott’s office: IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs. Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an...
