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
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 | Dec 1, 2022 | 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 | Sep 21, 2022 | Financial Planning, Helpful Links, How-to, Resources
*This blog was updated on 4/19/23. Charles Schwab has announced that the TD Ameritrade transition is planned for Labor Day weekend 2023. In preparation for this transition, it is imperative to ensure that you have access to AdvisorClient.com and have updated your...
by the Storen Team | Jun 1, 2022 | How-to, Tax FAQs, Taxes
“Did Indiana process my tax payment?” The Indiana Taxpayer Information Management Engine (INTIME) is a new online service portal for customers to use when managing individual income tax, business sales tax, withholding, and corporate income tax with the...
by the Storen Team | Jan 1, 2022 | 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...
