Educational Seminars & Events

At Storen Financial, we find it important to keep you updated and informed. We host a series of educational seminars and events that share valuable information and interesting topics for our clients and the community. Feel free to join us for these complimentary events throughout the year.

You are invited to attend the following events!

We are frequently creating complimentary educational events for our clients and surrounding community members. Click “read more” below each event to learn more. And check back frequently as we’re always adding new events!

Read more about these upcoming events…

Shred-it Day is coming in May!

Our Shred-it Day is coming in May! The Rays paper shredding truck will be at our Zionsville office on May 22nd to instantly shred all your personal documents on site. Our Shred-it event is a secure way to get rid of your documents containing personal information all...

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Virtual Event: Storen Financial Hosts Ed Slott

RSVP today for this virtual event, featuring America’s leading IRA expert, Ed Slott! Storen Financial has the opportunity to host my good friend and America’s leading IRA expert, Ed Slott. Ed will be doing a one hour presentation for Storen Financial investment...

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RSVP Now?

Want to reserve your spot at one of our upcoming events? RSVP now as space is limited!

Notify me of Upcoming Events!

Would you like to be notified of new events? Simply subscribe to our invite email list here and never miss another chance to join us!

Learn More About Our Team Presenters

Our team members are the heart of our business and are considered part of the family. Click here to learn more about each member, their backgrounds, history, tasks and interests.

How can we help?

At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.

Frequently Asked Questions

How do I track my refund?

NEW! IRS2Go is the official mobile app of the IRS. Click here to learn more and as always, feel free to contact us with any questions you have.

Is there an age where Social Security is not taxed?

No, federal taxation of SS benefits is based on income level and not age. Anywhere from 0% to 85% of the SS benefit can be taxable based on how much other income a taxpayer is reporting. Note, Indiana does not tax anyone’s social security benefits. Click here to see more FAQs.

How are Indiana State and Local taxes calculated?

For new residents of Indiana, there is a learning curve on understanding State & Local taxes. Indiana has a flat rate for the State of 3.23%. So if you have $10,000 or $1,000,000 of taxable income, you are taxed at the same rate. In addition to this, each individual pays a county tax and each County can set their own tax rate. County rates range from .35% for Jefferson to 3.38% for Pulaski. There are a few exceptions to the rule, but an Indiana taxpayer is subject to County taxes based on where they lived on January 1st of the tax year. Click here to see more FAQs.

How much retirement income is taxed in Indiana?

Like a lot of other States, Indiana does not tax Social Security Benefits. Also, Indiana gives a full or partial deduction for pensions that originate from Railroad Retirement Board, Office of Personnel Management and Defense Finance and Accounting Service (Military Retirement). If one is not lucky enough to be receiving retirement from one of the listed entities, then your retirement income will be fully taxable to State and County. To keep from owing to Indiana on your Tax Return, please ask the Administrator if they will withhold State taxes on the benefits. If they do, then as a rule of thumb, we tell clients that 5% withholding will cover most taxpayers in the state. This covers both State and County rates. If someone knows that they live in a county with a rate greater than 1.7%, then take the percentage up to have withheld 6% or 7%. If the Administrator will not withhold State taxes, then Quarterly Estimates may need to be sent in. Like the Federal, Indiana can charge an Underpayment Penalty if more than $1,000 is owed at the end of the year.Click here to see more FAQs.

What do I bring to my tax appointment?

Get the full list of the items you need here in this checklist.

The Latest News from Storen

We’re Bringing Our Team Together Under One Roof!

*See Frequently Asked Questions Below! The Zionsville Office Expansion Project In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current...

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Storen Financial featured on Inside Indiana Business

Zionsville Accounting Firm Expanding HQ From Inside Indiana Business - "Zionsville-based Storen Financial has announced plans to expand its Boone County headquarters and grow its workforce. The investment and accounting firm says it will invest more than $300,000 in...

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Case Study: The Power of Roth Conversions to Reduce RMDs

*Interested in reviewing this Storen Financial balance sheet? Contact us to schedule a consultation with one of our Financial Advisors! This Roth conversion plan reduced the RMD total by over $285k Q: How do you reduce your tax liability and maximize your investments...

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Contact us with any questions you might have!

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