by the Storen Team | Nov 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 | Nov 1, 2025 | 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 | Nov 1, 2025 | How-to, Resources, Resources for Businesses, Tax FAQs, Taxes
Information Required to Produce Your Tax Return *Most forms needed to produce your tax return should be issued or available to you prior to January 31st. If filing jointly, please provide forms and information for both the primary taxpayer and spouse. Below is...
by the Storen Team | Nov 1, 2025 | How-to
We offer 3 convenient options for you to securely send your prepared documents to our team (Examples include: financial information, tax related documents, client forms, etc). Please submit information a minimum of 2 weeks prior to your scheduled appointment. For data...
by the Storen Team | Oct 1, 2025 | Helpful Links, How-to, Resources, Tax FAQs, Taxes, Updates
View ALL of your tax info in one place! Have questions about how much tax you paid? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information...
by the Storen Team | Oct 1, 2025 | 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...
