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Infographic: Should you hire an accountant?

by the Storen Team | Feb 23, 2021 | Businesses, Resources for Businesses

When is the right time to seek help with your accounting needs? As a business owner, you may wonder about the right time to seek help with your accounting needs. This infographic walks you through important questions to consider. For example, why am I needing...

Let’s Get Personal, Folks!

by the Storen Team | Feb 22, 2021 | Business Coaching, Businesses, Resources for Businesses

Business debt and personal debt are completely different I want to get personal about a common myth I see with business owners. It is about debt. I see these business owners viewing debt with the wrong set of glasses. Business debt and personal debt are two completely...

Working from home? Know what’s deductible…

by the Storen Team | Feb 10, 2021 | Resources, Resources for Businesses, Taxes

Working from home has become extremely common and brings up a variety of tax-related questions. Working from home has become extremely common and brings up a variety of tax-related questions. I want to share this article from the Winter issue of Tax Pro 2021 to shed...

IRA Resolutions to Act on in 2021

by the Storen Team | Feb 9, 2021 | Ed Slott, Financial Planning, Resources, Retirement

Article from Ed Slott and Company, LLC A new year brings a fresh start, and after 2020, we need that more than ever. You probably have a few resolutions for 2021. When making your list of goals for the new year, don’t overlook your IRA. Here are a few suggestions for...

Happenings from the Storen Financial Tax Retreat

by the Storen Team | Feb 8, 2021 | Resources, Resources for Businesses, Team News

Preparation for the 2020 tax season Last month, the tax professionals from Storen Financial met in preparation for the 2020 tax season. You may wonder, what are your tax preparers doing while you are busy gathering your tax documents? Over this three-day retreat, we...

Tax Time Stress Busters

by the Storen Team | Feb 8, 2021 | Resources, Resources for Businesses, Team News

Guest speakers share ways to manage stress Tax season for tax professionals can involve long hours and an intense work load so we can best meet our clients’ tax planning needs. Our team prepared for this by inviting in two guest speakers, to share about ways to manage...

Payroll Processing Setup

by the Storen Team | Feb 1, 2021 | Businesses, Resources for Businesses

We are excited to partner with you for your payroll processing needs. At Storen Financial, we have been serving individuals and businesses for over 55 years. No matter what service we are providing, from financial planning, tax preparation, payroll or bookkeeping...

How much is your time worth?

by the Storen Team | Jan 25, 2021 | Business Coaching, Businesses, Resources for Businesses

Surround yourself with a team who is good at what they do, so you can continue to be good at what you do As business owners, we need to constantly be asking ourselves how much our time is worth and, most importantly, have an answer for that question every time it...

Important Stimulus and PPP Loan Information

by the Storen Team | Jan 20, 2021 | Businesses, Resources for Businesses, Taxes, Videos

VIDEO: Click here to watch on YouTube. Kim Storen’s webinar with the Boone County Chamber of Commerce Storen Financial discussed all you need to know about stimulus and PPP loans in the newly signed Relief Bill on a webinar last Friday. Some quick takeaways...

Storen Financial Wins Boone County Chamber Impact Award

by the Storen Team | Jan 12, 2021 | Community, Team News

Article from the Boone County Chamber Congratulations to Storen Financial for being nominated and selected as the Chamber Impact Award recipient for the month of January! The Chamber Impact Award recognizes a Boone County Chamber member who has made positive...
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Storen Financial

About:

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states.

Contact:

1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General: 317.852.7000
Investment:  317.733.1000

Storen@StorenFinancial.com

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Please note our office is wheelchair accessible.

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Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through Simplicity Investments, Member FINRA/SIPC, and offer investment advice through Storen Legacy Partners, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with Simplicity Investments. Registration as an investment advisor does not imply any level of skill or training. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with Simplicity Investments. Simplicity Investments does not offer tax advice or tax/accounting/CPA related services. The Simplicity Investments representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Storen Financial is not affiliated with Simplicity Investments.

All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Storen Financial as of the date hereof, which are subject to change without notice at any time. Storen Financial does not represent that any opinion or projection will be realized. Neither Storen Financial nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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