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…
Are you prepared for an emergency? Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
Lisa Kellum, owner of Financial Wellness Advocates LLC will present the benefits of appointing a professional Trustee or Power of Attorney to help manage family business. Appointing a professional Trustee and Power of Attorney may be the best solution for you. Many...
RSVP today! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on November 10th, 11am where Ruth Hoffman, Storen’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment guidelines and...
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?
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
It’s that time of year for 1099’s to be filed. We can take care of that for you. This is how it’s done: 1) Send us your information via our secure link HERE. (First and last name, SS#, and address of each contractor, and amount paid to the contractor.) 2) We will mail...
Kim Storen's webinar with the Boone County Chamber of Commerce Storen Financial discussed all you need to know about stimulus and PPP loans in the newly signed Relief Bill on a webinar last Friday. Some quick takeaways highlighting the Employee Retention Credit: The...
Below is the current pricing information for this tax season. If you have any questions about anything at all, please give us a call. Business Returns (Partnerships, S-Corps, C-Corps) The minimum fee to complete a basic business return is $600 with the average...