by the Storen Team | Aug 1, 2024 | How-to, Resources, Tax FAQs
Client Portal Overview At Storen Financial, we use a secure Client Portal to store all your documents. Find the how-to instructions for accessing and utilizing your portal below… Upload and Download All of Your Client Documentation Initial Client Portal Setup...
by the Storen Team | May 6, 2024 | Financial Planning, How-to, Resources
VIDEO: Click here to watch on YouTube. Financial Assistant, Dani Hussung, walks you through how to build a family binder. In this video series, our team sits down with financial advisors, accountants, and business service specialists to discuss hot topics and more....
by the Storen Team | Jul 15, 2023 | How-to, Resources, Taxes
Below you will find instructions on how to make your Federal and Indiana state tax estimated payments online. These instructions do not require an account to be set up. Federal Filing Instructions Have the info from your previous year’s return handy to verify...
by the Storen Team | Jun 15, 2023 | How-to, Taxes
What is the pass-through entity tax? “Gov. Eric Holcomb signed Senate Enrolled Act 2 into law Feb. 22, 2023, authorizing certain pass-through entities to voluntarily elect to pay tax at the entity level based on each owner’s total share of adjusted gross income. It is...
by the Storen Team | Jan 25, 2023 | 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 | Jan 1, 2023 | How-to, Resources, Taxes
If you’ve been notified that your digital tax return documentation is now available in your Storen Financial Client Portal, use these instructions to finalize your return and complete your final action steps. Click one of these links to quickly find the...
