by the Storen Team | Jan 1, 2025 | Forms
These forms are intended to be used for a personal finance consultation. 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. Personal Finance New Client Packet Personal...
by the Storen Team | Jan 1, 2025 | Meet the Team
William Wentworth Technology Specialist William joined our team in January of 2025 as a Technology Specialist, where he assists in managing the company’s technology stack. This includes overseeing the VoIP phone system, printers, scanners, software installations, and...
by the Storen Team | Jan 1, 2025 | Meet the Team
Ierma Clark Senior Tax Accountant Ierma joined the Storen Financial team in January 2025 as a Senior Tax Accountant. She loves working with individuals and small businesses to minimize their tax liabilities and plan for future opportunities to lower taxes using proven...
by the Storen Team | Jan 1, 2025 | Team News
Our office will be closed on the following days… Please visit our contact us page for current office hours and contact information. Click here for more info. 2025 January 1/1 1/20 April 4/17 – 4/18 May 5/26 June 6/19 6/30 July 7/1 – 7/4 September 9/1 November...
by the Storen Team | Dec 18, 2024 | Newsletters
Have you read our December Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming...
by the Storen Team | Dec 12, 2024 | Meet the Team
Troy Cookerly, MSA Tax Accountant Troy graduated in 2005 from Asbury University with a bachelor’s degree in Theology. He spent a handful of years providing religious education to our youth. He then returned to school at IU’s Kelley School of Business and earned...
by the Storen Team | Dec 9, 2024 | Resources, Taxes
Tax season is around the corner. Here’s what you need to know… We’ve packed this blog with all the resources you’ll need for tax season, including critical updates on law and regulation changes, important information about data security, event...
by the Storen Team | Dec 6, 2024 | Data Security, Events
Learn More: Minimize the Risk of Cyber Crime with Cyber Security Awareness Training Join us for this complimentary event on Tuesday, January 21st, where Mark Mosher, IT and Cyber Security Consultant for All Covered, will educate on the prevalence of cybercrime, who is...
by the Storen Team | Dec 4, 2024 | Businesses, Resources, Resources for Businesses
Storen Financial Book Studies Can Help Us Bolster Businesses In a continual effort to expand our expertise, some members of our team recently participated in a book study, where we read and discussed Michael Gerber’s The E-Myth Revisited – Why Most Small Businesses...
by the Storen Team | Dec 2, 2024 | Businesses, Resources, Resources for Businesses, Taxes
What is Business Personal Property Tax (PPT)? In 38 states, including Indiana, the cost of a business’s tangible personal property is taxed by the county where the property is physically located. This is a different tax than the common Income Tax, and it is a...
