Educational Events
EVENT DETAILS
Join us at one of these upcoming events
Our goal is to provide educational opportunities and resources to our clients and surrounding community members in order to help you along your financial journey. Check back frequently as we’re always adding new events!
Event Calendar
View all of our events we have planned for the year on our event calendar. Click here for details.
Training Program: Intro to QuickBooks Online
Class: Intro to QuickBooks Online Led by our Advanced Certified ProAdvisors, this unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to maximize your efficiency....
Workshop: Having issues with QuickBooks Online?
Stop by our office and join a QBO Workshop! Stop by our office during one of the QBO Workshops to get answers to your QBO questions. Members of our Business Services Team of QuickBooks Certified ProAdvisors will be on hand to help work through any questions you...
Event: Medicare Open Enrollment Details – November 12th
Have questions about Medicare? Open enrollment started October 15th! Join us for this complimentary event on November 12th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process and enrollment guidelines as well as...
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.
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Read the latest news and resources on our blog
What it means to extend your tax return?
Important Things to Consider Regarding a Tax Return Extension When approaching the April 15th tax due date, you might be considering the extension of your individual tax return. If you choose to file your own extension, simply submit Form 4868 electronically by March...
How to Access Your Client Portal
Client Portal Overview At Storen Financial, we use a secure Client Portal to store all your documents. Find the how-to instructions for accessing and utilizing your portal below... Upload and Download All of Your Client Documentation Initial Client Portal Setup How to...
Tax Season How-to: What to Provide
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...