by the Storen Team | Jan 11, 2022 | Education, Events, Medicare
Have questions about Medicare? General enrollment is available through March 31st. Join us for this virtual event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
by the Storen Team | Jan 5, 2022 | Resources, Taxes
IRS sending information letters to recipients of advance child tax credit payments and third Economic Impact Payments The IRS started issuing information letters to advance child tax credit recipients in December. Recipients of the third round of the Economic Impact...
by the Storen Team | Jan 4, 2022 | Team News
Congratulations to Senior Tax Accountant, Doug Johnson! We’d like to take a moment to congratulate Doug on passing all 3 of the exams for the Enrolled Agent certification! We surprised Doug with confetti and cheers on his big achievement (pictured)! He can now...
by the Storen Team | Jan 1, 2022 | Data Security, Helpful Links
Here are some resources to keep you updated… Phone scams, email phishing scams, and identity theft continue to grow and become more sophisticated. We are providing information courtesy of the IRS and the Indiana Department of Revenue to assist you. We will also...
by the Storen Team | Dec 31, 2021 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning and Investments • Important Tasks to Complete When...
by the Storen Team | Dec 7, 2021 | Team News, Videos
VIDEO: Click here to watch on YouTube. Video: office expansion project is almost finished! Exciting times are ahead at the Storen Financial office. Our expansion project is almost complete! Musical chairs will be the game over the next couple of weeks as our...
by the Storen Team | Dec 1, 2021 | Resources, Taxes
The IRS has gone digital. Information from IRS.gov – The Internal Revenue Service launched a new feature that will give taxpayers digital control over who can represent them or view their tax records, a groundbreaking step in the agency’s expansion of...
by the Storen Team | Dec 1, 2021 | Meet the Team
Penny Snyder Senior Business Accountant QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Penny joined the Storen Financial team in December 2021 and has a variety of significant roles in our team. She works in the Business...
by the Storen Team | Dec 1, 2021 | Meet the Team
Nicki Burns Digital Document Specialist Nicki became a vital member of the Storen Financial team in 2021, where she expertly orchestrates our clients’ digital experiences. From meticulously setting up secure portals to organizing uploaded documents with precision and...
by the Storen Team | Dec 1, 2021 | Meet the Team
Joseph Cavazos Investment Advisor Representative After graduating from Ball State University in 2019, Joseph began his career in finance as a service professional, helping retail clients with their investments. After obtaining his SIE, Joseph joined Storen Financial...
