Careers

Join our team! With offices in Zionsville and Brownsburg, our team serves clients in the surrounding areas and across the country. We offer financial planning, tax planning & preparation and business services. Our family-focused environment allows us to provide expertise, in a timely manner, to our highly valued clients, as we partner with them for their financial success.

Join the Storen Financial Team

Storen Financial has been serving the Central Indiana and surrounding areas since 1966 and has office locations in Brownsburg and Zionsville. Storen specializes in Financial Planning managing over $115M in assets. In addition, we provide tax preparation for individuals, businesses, and trusts and are one of the largest tax preparation firms in Indiana. Annually our firm completes over 5000 tax returns. Firmly rooted in the community, Storen and its employees support local parks, not for profit organizations, individuals and the local school system with donations and time. Storen employs 23 full time employees and grows to over 30 employees during the tax season. Learn more about us here.

Please send resume and cover letter to Rob@storenfinancial.com to be considered.

Now Hiring – Bookkeeper

Bookkeeper Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement,...

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How can we help?

At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.

Frequently Asked Questions

How do I track my refund?

NEW! IRS2Go is the official mobile app of the IRS. Click here to learn more and as always, feel free to contact us with any questions you have.

Is there an age where Social Security is not taxed?

No, federal taxation of SS benefits is based on income level and not age. Anywhere from 0% to 85% of the SS benefit can be taxable based on how much other income a taxpayer is reporting. Note, Indiana does not tax anyone’s social security benefits. Click here to see more FAQs.

How are Indiana State and Local taxes calculated?

For new residents of Indiana, there is a learning curve on understanding State & Local taxes. Indiana has a flat rate for the State of 3.23%. So if you have $10,000 or $1,000,000 of taxable income, you are taxed at the same rate. In addition to this, each individual pays a county tax and each County can set their own tax rate. County rates range from .35% for Jefferson to 3.38% for Pulaski. There are a few exceptions to the rule, but an Indiana taxpayer is subject to County taxes based on where they lived on January 1st of the tax year. Click here to see more FAQs.

How much retirement income is taxed in Indiana?

Like a lot of other States, Indiana does not tax Social Security Benefits. Also, Indiana gives a full or partial deduction for pensions that originate from Railroad Retirement Board, Office of Personnel Management and Defense Finance and Accounting Service (Military Retirement). If one is not lucky enough to be receiving retirement from one of the listed entities, then your retirement income will be fully taxable to State and County. To keep from owing to Indiana on your Tax Return, please ask the Administrator if they will withhold State taxes on the benefits. If they do, then as a rule of thumb, we tell clients that 5% withholding will cover most taxpayers in the state. This covers both State and County rates. If someone knows that they live in a county with a rate greater than 1.7%, then take the percentage up to have withheld 6% or 7%. If the Administrator will not withhold State taxes, then Quarterly Estimates may need to be sent in. Like the Federal, Indiana can charge an Underpayment Penalty if more than $1,000 is owed at the end of the year.Click here to see more FAQs.

What do I bring to my tax appointment?

Get the full list of the items you need here in this checklist.

The Latest News from Storen

We’re Bringing Our Team Together Under One Roof!

*See Frequently Asked Questions Below! The Zionsville Office Expansion Project In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current...

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Storen Financial featured on Inside Indiana Business

Zionsville Accounting Firm Expanding HQ From Inside Indiana Business - "Zionsville-based Storen Financial has announced plans to expand its Boone County headquarters and grow its workforce. The investment and accounting firm says it will invest more than $300,000 in...

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Case Study: The Power of Roth Conversions to Reduce RMDs

*Interested in reviewing this Storen Financial balance sheet? Contact us to schedule a consultation with one of our Financial Advisors! This Roth conversion plan reduced the RMD total by over $285k Q: How do you reduce your tax liability and maximize your investments...

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Contact us with any questions you might have!

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