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 Accounting Advisor Penny Snyder is a notary with 25 years of dedicated experience in bookkeeping and taxes. She worked with the same company for 16 years before it was purchased by a large local firm. Now, she brings her specialized expertise to...
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 Joseph graduated from Ball State University in 2019 and began his career in finance as a retail investment service professional. After earning his SIE credential, he joined Storen Financial in 2021. Today, he plays a...
by the Storen Team | Nov 18, 2021 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Video: short snippet showcasing the child tax credit Kim graced the ladies of ZWIN (Zionsville Women In Network) with her love of “talking taxes”, an annual hit with this networking group. Kim always brings a wealth of...
