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How Businesses Can Avoid Surprises and Costly Mistakes

by the Storen Team | Aug 29, 2023 | Businesses, QuickBooks, Resources, Resources for Businesses, Taxes

*This blog was originally published on 10/6/22 and was updated 8/29/23. As we approach the end of the year, businesses should start planning for 2024. Can you invest in growth, hire new employees, acquire assets or purchase inventory, etc? Or should you look at...

9 Complex Tax Situations

by the Storen Team | Jul 10, 2023 | Businesses, Financial Planning, Resources, Resources for Businesses, Taxes

Avoid Penalties with the Help of a Tax Professional A complex tax return includes anything beyond filing a W-2 consisting of a paycheck and interest on your bank account. Any other financial transactions or major life events will generate more tax documents to file,...

Video: Q & A – QBO Projects

by the Storen Team | Jul 7, 2023 | Businesses, Resources, Resources for Businesses, Videos

VIDEO: Click here to watch on YouTube. Tax Accountant, Jack Adair, discusses the QuickBooks Online Projects in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down...

Training Program: Understanding Your Financials

by the Storen Team | Jun 1, 2023 | Businesses, Events, Resources, Resources for Businesses

Class: Understanding Your Financials Led by our Business Services Director, this unique training environment will allow you to learn not just how to increase sales but to reduce cost, shift where you’re spending your money, or a combination of all three....

Training Program: Intro to QuickBooks Online

by the Storen Team | Jun 1, 2023 | Businesses, Events, QuickBooks, Resources for Businesses

Class: Intro to QuickBooks Online Led by our Advanced Certified ProAdvisors, this unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to maximize your efficiency....

Workshop: Having issues with QuickBooks Online?

by the Storen Team | Jun 1, 2023 | Businesses, Education, Events, QuickBooks, Resources for Businesses

  Stop by our office and join a QBO Workshop! Stop by our office during one of the QBO Workshops to get answers to your QBO questions. Members of our Business Services Team of QuickBooks Certified ProAdvisors will be on hand to help work through any questions you...
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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 LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. 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 LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, IN, KY, MD, MI, NC, OK, OR, TN & TX.