by the Storen Team | Aug 1, 2020 | Updates
*Last updated 11/5/20. Check back for future updates as needed. We have the following policy in place, surrounding Covid-19, for the safety and health of our clients and associates. Do NOT Visit If… If you have any of the following, please do not attend a Storen...
by the Storen Team | Jul 7, 2020 | Businesses, Community, Taxes, Updates
We are so grateful for the many referrals we receive from satisfied clients, as it is the highest form of a compliment and trust in what we do to serve you. A huge thank you goes out to client and Top Referrer for the 2019 tax season, Lisa Kellum. Lisa shared her...
by the Storen Team | Mar 17, 2020 | Taxes, Updates
**UPDATED 3/20/20: Each day we are learning something new and we continue to receive updates from the Federal and our State government officials. The most recent updates share that The U.S. Treasury has confirmed that 2019 IRA contributions, estimated payments, tax...
by the Storen Team | Mar 16, 2020 | Taxes, Updates
**UPDATED 3/18/20: Our offices will be closed for in-person appointments from March 23 – April 5th, with a plan to resume on April 6th. Also, please note that the tax deadline has been extended to July 15th (Click here to read more information about this). Our...
by the Storen Team | Nov 26, 2019 | Resources, Retirement, Updates
We are reaching out to our valued clients to advise them of several retirement plan issues you may or may not be aware of… All Dow/Corteva employees will need to check their 401K contribution amounts All Corteva employees will need to check their 401K...
by the Storen Team | Nov 21, 2019 | Financial Planning, Retirement, Stock Market, Updates
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Some of you may have heard Charles Schwab is bidding to acquire TD Ameritrade for $26 Billion. This deal is not completed and only a bid to purchase. We wanted to reach out to our clients and make...
