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Learn More by Attending Our 2025 Educational Events

by the Storen Team | Feb 3, 2025 | Businesses, Events, Financial Planning, Resources, Retirement, Taxes, Young Professionals

Do you have the tools you need for financial success this year? This year, we’re providing a variety of educational events to our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial...

Storen Team Attends 3-Day Tax Training

by the Storen Team | Jan 28, 2025 | Businesses, Resources, Resources for Businesses, Taxes

Official Tax Season Launch for Storen Financial The Storen Financial team has been working hard and gearing up for tax season. Chelsea Brown, Tax Operations Director, and Kim Storen, Senior Tax Accountant, led a three-day training session for our team of...

Tax Action Packet and Filing Instructions

by the Storen Team | Jan 18, 2025 | How-to, Resources, Tax FAQs, Taxes

What is the Tax Action Packet? Your Action Packet is a group of documents that includes everything requiring action from you and is particularly useful for those that want to mail their estimated payments or payment vouchers for any tax owed. Click on the Action...

How Will the Corporate Transparency Act Affect Your Business?

by the Storen Team | Jan 12, 2025 | Businesses, Resources for Businesses, Taxes

What is the Corporate Transparency Act (CTA)? As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) is now accepting U.S. Beneficial Ownership Information (BOIR) through the FinCEN’s secure website, as a result of the recently passed Corporate...

How to Finalize Your Digital Tax Return

by the Storen Team | Jan 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...

Prepping for Tax Season in 2025 – What You Need to Know

by the Storen Team | Dec 9, 2024 | Resources, Taxes

Tax season is around the corner. Here’s what you need to know… We’ve packed this blog with all the resources you’ll need for tax season, including critical updates on law and regulation changes, important information about data security, event...
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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. 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.

All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Storen Financial as of the date hereof, which are subject to change without notice at any time. Storen Financial does not represent that any opinion or projection will be realized. Neither Storen Financial nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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