Our Services
Our team of qualified professionals implement tax-saving strategies to help individual and business clients pursue financial goals. With experience in investing, IRAs, financial planning, tax preparation, and accounting, we offer services that cover all areas of your financial concerns under one roof.
COMPREHENSIVE SERVICES
Tax-Saving Strategies for Individuals and Businesses
Our goal at Storen Financial is to create a customized plan for each client tailored to your unique situation. Our team of qualified professionals will implement tax-saving strategies focused on advising you with a solid financial plan for your future.
With experience in investing, tax preparation, and accounting, we offer services that cover all areas of your financial concerns.
Financial Planning & Investments
Wealth management solutions focused on helping minimize tax.
Business Services
Processes to streamline accounting, project value, manage expenses, and take full advantage of tax strategies.
Tax Planning & Preparation
Minimize tax liabilities and project future opportunities in a complex tax environment.
Financial Wellness Services
Personalized financial guidance from early budgeting to family-centered planning and intentional wealth transfer.
Video: Learn more about our services, team, and core values
Kim: “I feel like we have such a great story. We have such a great team and so many ways to help clients that I’m always excited for people to call and come and just meet us and find out what we can do for them.”
WEALTH MANAGEMENT
Financial Planning & Investment Services
- Retirement Planning
- Income Distribution
- Roth IRA Conversions
- Wealth Transfer Strategies
- Charitable Giving Strategies
- Investment Portfolios
- Family Wealth Management
- Estate Planning
- Long Term Care Planning
- Social Security Planning
COMPLEX STRATEGIES
Tax Planning & Preparation
- Individual Tax Returns
- Business Tax Returns
- Tax Projections
- Tax Advising and Consulting
- Amendments
- Extensions
- IRS/State Notifications
- and more…
GO-TO RESOURCE
Business Services
No matter where you stand on your journey of business ownership, we offer comprehensive services to propel you towards success.
- Business Advisory and Consulting Services
- Accounting and Bookkeeping
- Business Startup Services
- Employer-Sponsored Retirement Plans
SERVICES FOR ALL STAGES OF LIFE
Financial Wellness Services
As clients approach retirement, we offer clear Medicare advisory to help evaluate coverage options and integrate healthcare decisions into a broader financial plan. For later life, our wealth-transfer planning ensures your assets are passed on smoothly and intentionally, reducing complexity for loved ones. Across every stage, Financial Wellness Services delivers personalized, compassionate guidance designed to bring clarity, stability, and peace of mind.
- Young Professionals Program
- Personal Finance Budgeting
- Financial Coaching
- Medicare Advisory Services
- Wealth Transfer Planning
- Legacy Planning
Resources to help no matter where you are along your financial journey.
This resource provides financial recommendations through various stages of life, for young adults through post-retirement. Click here to access this guide.
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.
LEARN MORE
Read the latest news and resources on our blog
Optimize Trump Accounts for Your Children Now
What are Trump Accounts? Trump Accounts, established under the One Big Beautiful Bill Act, are new savings accounts for children currently under the age of 18 years old. These accounts are scheduled to become available for opening in July 2026. What kinds of...
Event: Join us for Shred Day June 6th
Free Community Shredding Event in Zionsville, IN In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during this June 6th event. We are proud to...
Event: The Power of Roth Conversions – May 19
Learn More: How do Roth conversions fit into your long-term tax strategy? Join us on Tuesday, May 19 for this complimentary event, where Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in...