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What services require a 1099?

by the Storen Team | Aug 29, 2024 | Business 1099, Businesses, Resources, Resources for Businesses

We often get the question from business owners, “Do I need to file a 1099?” The answer, simply put, is if you are paying for a service (not a product) to an individual or business, and these payments amount to $600 or more in a calendar year, you are...

Your Real Estate Business is Growing… Now What?

by the Storen Team | Aug 28, 2024 | Businesses, Resources for Businesses

Three Topics Real Estate Agents Should Consult a Professional About Are you a realtor whose business has taken off? Perhaps you’ve become the professional who helps others find their dream homes. Now, you’re presented with the challenge of managing a rapidly...

Video: Who needs to file a 1099?

by the Storen Team | Aug 23, 2024 | Business 1099, Businesses, Resources, Resources for Businesses, Videos

VIDEO: Click here to watch on YouTube. Business Accountant, Penny Snyder, shares who needs to file a 1099. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...

9 Steps to Managing Your Real Estate Business

by the Storen Team | Aug 12, 2024 | Businesses, Resources for Businesses

Real Estate Agent Checklist For Managing Your Real Estate Business Working with buyers and sellers is an integral part of your business. As a realtor, there are multiple action items that need your attention. This checklist provides you with some important steps to...

Streamline Your Business with QuickBooks Online Receipts

by the Storen Team | Jul 29, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses

Business Benefits of Using QBO Receipts Business owners are constantly seeking ways to streamline processes and increase efficiency.  One often overlooked area where efficiency gains can be made is in managing receipts. With QuickBooks Online (QBO), business owners...

Video: What is our Financial Timeline?

by the Storen Team | Jul 5, 2024 | Businesses, Financial Planning, Resources, Retirement, Taxes, Videos

VIDEO: Click here to watch on YouTube. President and CEO Greg Storen shares information about our Financial Timeline resource. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our...
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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.

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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. 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 LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial 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.

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