Our Services

We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. With Financial Advisors, Accounting and Tax Professionals all under one roof, Storen Financial services offer a complete view of your financial profile.

Our goal at Storen Financial is to create a customized plan for each client tailored to your unique situation. Our team of trusted professionals will implement tax-saving strategies focused on advising you with a solid financial plan for your future. With expertise in investing, tax preparation, and accounting, we offer services that cover all areas of your financial concerns.

  • Tax Planning & Preparation
  • Financial Planning & Investments
  • Business Planning & Services
  • Medicare Advisory Services

Tax Planning & Preparation

Our team of seasoned tax professionals will work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service, expert tax return preparation, and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.

We specialize in complex returns

  • Corporations
  • Partnerships
  • Farms
  • Rental Properties
  • Trusts
  • Personal Property Tax
  • Gift Tax
  • Multi-state
  • Adoption Credits

We also help resolve your tax concerns

Did you receive a letter from the IRS? Or forget something on your tax return? Nothing strikes fear in the heart more than a notice from the IRS. As such, we serve as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit and our experience with tax authorities enables us to guide you through your situation with ease and expertise.

all the resources you need for 

Tax Season

January through April is Tax Season! We hope to make your yearly obligation effortless with easy options designed to serve you. We’ve put together all the resources you need (Checklists, Forms, FAQs, Links, etc) in one easy to find place. 

Financial Planning & Investment Services

Our team of experienced professionals are dedicated to helping you pursue your financial goals, while at the same time controlling risks. Working together, we will develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation. Our financial planning and investment services include…

  • Retirement Planning & Income Distribution
  • Investments
  • Annuities
  • Roth IRA Conversions
  • Charitable Giving Strategies
  • Estate Planning
  • Life Insurance
  • Long Term Care Insurance
  • Employer-Sponsored Retirement Plans

Business Services

When you choose to work with Storen Financial, you are choosing to work with professionals who use a holistic approach with the aim to produce impactful results. We are continually focused on helping guide you on the path to achieving your goals.

We provide not only the common accounting services, but also personal guidance on how to operate your business more efficiently. No matter where you are on the pathway of business ownership, we offer services that can help you move further down the path to success. We reduce tax liabilities, we streamline operations through sound simple processes, and we guide you in how to harness technology to increase your cash flow. Our business services include…

  • Business Startup Services
  • Bookkeeping
  • Business Coaching & Advising
  • Technology Consulting
  • Employer Retirement Plans

Medicare Advisory Services

Our goal is to help individuals coming on to Medicare understand what options they have, as well as help those already on Medicare understand how their benefits work. Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience, will work with you one-on-one to help you navigate the Medicare puzzle. Learn more about Ruth here.

Medicare beneficiaries in Indiana have Medicare options beyond Original Medicare Part A and Part B. You can receive your coverage through Original Medicare (with or without a Medicare Supplement plan offered by a private insurer), or through an alternative means, by enrolling in a Medicare Advantage plan, offered by a Medicare-approved private insurance company. You can also enroll in a Medicare plan offered by a private insurance company contracted with Medicare to provide prescription drug coverage.

No Cost Medicare Consultation

  • Evaluate how you are currently utilizing healthcare services.
  • Review medications being prescribed to determine which prescription plan will best meet your needs.
  • Explain what healthcare options are available to the Medicare beneficiary based on needs.
  • Explain what financial responsibility may be based on your final healthcare plan selection.

Contact us with any questions you have or to set up a time for your free consultation.

Confused by Medicare? Join us for one of these complimentary seminars.

Join us for one of our educational events where Ruth Hoffman, Storen’s Medicare Benefits Specialist, walks you through the Medicare process and addresses questions you might have about this health insurance option. Click here to learn more.

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

How to create your INTIME account

View your state tax info online In addition to setting up your IRS.gov account in order to access all of your federal tax information, we recommend all clients create an INTIME account for your state tax information. The Indiana Department of Revenue’s (DOR) current...

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How to create your IRS.gov account

View ALL of your tax info in one place! Have questions about how much tax you paid? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information...

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Now Hiring – Seasonal Administrative Staff

Seasonal Administrative Staff Storen Financial is one of the largest independent investment and accounting firms in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family,...

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Tax Tip: Kim Discusses Child Tax Credit Impact on Taxes

Video: short snippet showcasing the child tax credit Kim graced the ladies of ZWIN (Zionsville Women In Network) with her love of “talking taxes”, an annual hit with this networking group. Kim always brings a wealth of information, as she presents to this group of...

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How to access your eFileCabinet client portal

Upload and Download All of Your Client Documentation What is eFileCabinet? The Storen Financial eFileCabinet is an online filing cabinet for all of your financial documents. Access all of your completed tax returns, statements, business reports and other financial...

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Contact us with any questions you might have!

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