by the Storen Team | Sep 28, 2026 | 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 | Sep 22, 2026 | Newsletters
Have you read our September 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 | Sep 21, 2026 | 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. 2026 January 1/1 1/19 April 4/17 – 4/20 May 5/25 June 6/19 6/26 – 6/30 July 7/1 – 7/5 September 9/7...
by the Storen Team | Sep 15, 2026 | Team News
Growing Together – In and Out of the Office! At Storen Financial, we believe a strong team is at the heart of a strong client experience. While much of our work happens around financial planning, business strategy, and tax returns, some of the best team-building...
by the Storen Team | Sep 9, 2026 | Financial Planning
Managing an Inheritance: What to Do With What You’ve Been Given Receiving an inheritance often happens during one of the hardest seasons of life. The financial decisions that follow can feel overwhelming — and the pressure to act quickly can lead to choices...
by the Storen Team | Sep 8, 2026 | Events
Learn about Medicare and more at this educational event! Join us for this in-person event on October 13th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment guidelines, and address questions you...
by the Storen Team | Sep 1, 2026 | Meet the Team
Jon Eineman, CPA Tax Advisor Jon joined Storen Financial in September 2026, bringing a passion for solving complex financial puzzles. As a licensed Certified Public Accountant (CPA), he specializes in preparing accurate tax returns and partnering closely with...
by the Storen Team | Aug 25, 2026 | Newsletters
Have you read our August 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 Storen...
by the Storen Team | Aug 13, 2026 | Events
Leaving a Legacy with Wealth Transfer Planning Join us on Wednesday, September 16, for this complimentary event, where Storen’s Investment Team and Financial Wellness Director, Lisa Kellum, will explore the key considerations of wealth transfer planning and...
by the Storen Team | Aug 12, 2026 | Business Coaching
Your Business Deserves the Best At Storen Financial, we believe the best business decisions come from ongoing relationships, not last-minute conversations. We take the time to understand your business, your goals, and where you want to go so we can provide guidance...
