Leaving a Positive Legacy

It’s important to put some thought into how you want to be remembered… Most Hoosiers look at estate planning as a way to minimize their tax obligations and ensure their finances are in order. The one part of estate planning that is often overlooked is that it...

Scam Alert: Indiana Workforce Development

BBB Warns of Indiana Department of Workforce Development Texting Scam The Better Business Bureau is alerting residents about a new text message scam in which scammers pose as the Indiana Department of Workforce Development. In the latest scam, a text claiming to be...

A day full of training and education

“Racing through 2022!” The entire Storen Financial team gathered this month for a day filled with training and education as we incorporated the theme, “racing through 2022”. Members of our Investment team, Tax team and Business Services team, along with...

Meet the Team – Jonelle Mohr

Jonelle Mohr Administrative Assistant Jonelle has been a valued member of the Storen Financial family for over nine tax seasons. She is involved in preparing tax documents and returns, assisting clients, and working on special projects throughout the year. Her primary...

Meet the Team – Jessica Gentry

Jessica Gentry, MSA Business Tax Accountant QuickBooks Online Advanced Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Jessica first came to Storen Financial in 2010 as key part of the Administrative team, effectively navigating several tax...