by the Storen Team | Jan 12, 2025 | Businesses, Resources for Businesses, Taxes
What is the Corporate Transparency Act (CTA)? As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) is now accepting U.S. Beneficial Ownership Information (BOIR) through the FinCEN’s secure website, as a result of the recently passed Corporate...
by the Storen Team | Jan 9, 2025 | Careers with Storen
To apply: Please complete our career form application and email your resume to Storen@storenfinancial.com. Only applications received through this form will be considered. Click here to get started. Business Accountant GENERAL DESCRIPTION: We are looking for a...
by the Storen Team | Jan 1, 2025 | Forms, Tax FAQs
Here are a few handy forms to help you during this tax season. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Checklist Worksheet Existing Client Forms New Client...
by the Storen Team | Jan 1, 2025 | How-to, Resources, Taxes
If your digital tax return documentation is now available in your Storen Financial Client Portal and ready to finalize, follow these instructions to complete the process. The following items must be completed… Sign your digital signature so that our team can...
by the Storen Team | Jan 1, 2025 | Forms
These forms are intended to be used by our investment clients or those seeking an investment consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Investment...
by the Storen Team | Jan 1, 2025 | Meet the Team
William Wentworth Technology Specialist William joined our team in January of 2025 as a Technology Specialist, where he assists in managing the company’s technology stack. This includes overseeing the VoIP phone system, printers, scanners, software installations, and...
by the Storen Team | Jan 1, 2025 | Meet the Team
Ierma Clark Senior Tax Accountant Ierma joined the Storen Financial team in January 2025 as a Senior Tax Accountant. She loves working with individuals and small businesses to minimize their tax liabilities and plan for future opportunities to lower taxes using proven...
by the Storen Team | Jan 1, 2025 | Forms
Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions...
by the Storen Team | Jan 1, 2025 | Forms
These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. Services and Pricing New Business Client Data Sheet 1099 Request Form Tax...
by the Storen Team | Jan 1, 2025 | Team News
Our office will be closed on the following days… Please visit our contact us page for current office hours and contact information. Click here for more info. 2025 January 1/1 1/20 April 4/17 – 4/18 May 5/26 June 6/19 6/30 July 7/1 – 7/4 September 9/1 November...
