by the Storen Team | Oct 10, 2025 | Financial Planning, Resources, Young Professionals
Create a Budget that Prioritizes Your Goals Whether you started a new job and have a much larger income now or you’re lost in the mix of heavy expenses and have no clue what you’re spending (but you’re pretty sure it’s too much), we’ve all had the rude awakening of...
by the Storen Team | Oct 8, 2025 | Financial Planning, Resources, Retirement, Taxes
The answers to these questions drastically impact your financial plan A strong relationship between client and advisor should be built on transparency and communication. Oftentimes, however, clients find their advisors unable to answer the most basic questions that...
by the Storen Team | Oct 1, 2025 | Helpful Links, How-to, Resources, Tax FAQs, Taxes, Updates
View ALL of your tax info in one place! Have questions about how much tax you paid? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information...
by the Storen Team | Oct 1, 2025 | Business 1099, Business Coaching, Businesses, Resources for Businesses, Taxes
Business owners must issue a 1099 by January 31st If you made a payment during the calendar year as a small business or self-employed (individual), you are most likely required to file an information return to the IRS. Business owners must issue a 1099 for each person...
by the Storen Team | Oct 1, 2025 | Meet the Team
Vicky Hunt Tax Administrator Vicky joined the Storen Financial team in 2009 to provide seasonal support and currently serves as a part-time tax administrator. In this role, she bolsters our internal processes through a range of administrative responsibilities and...
by the Storen Team | Oct 1, 2025 | Meet the Team
Lisa Kellum, MSW, LCSW, CFSW, MBA, CDMM Financial Wellness Director Lisa Kellum is a dynamic and accomplished Financial Wellness Advisor, joining the Storen Financial team in 2025. In her current role, she focuses on empowering clients to achieve financial stability...
by the Storen Team | Oct 1, 2025 | Meet the Team
Jonah Edwards Tax Accountant Jonah joined the Storen Financial team in 2025, where he primarily assists in the preparation and review of tax returns, as well as supporting tax projections and planning for clients. He obtained a degree in Business Administration in...
by the Storen Team | Oct 1, 2025 | How-to
A convenient option for your schedule. Our lockboxes offer an easy way for you to send us your documents securely during or after hours. For your convenience, we have lockboxes located in Brownsburg and at our Zionsville office. These lockboxes are checked by a Storen...
by the Storen Team | Oct 1, 2025 | How-to, Tax FAQs, Taxes
“Did Indiana process my tax payment?” The Indiana Taxpayer Information Management Engine (INTIME) is a new online service portal for customers to use when managing individual income tax, business sales tax, withholding, and corporate income tax with the...
by the Storen Team | Oct 1, 2025 | Tax FAQs
This information is intended to be a resource for those interested in our tax services and serve as a ballpark estimate. Each client has unique circumstances and we customize each plan to meet your specific needs. Please contact us directly for a specific quote. Click...
