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For every new tax client referral, we’ll send you $20!
A referral from you is the highest compliment we can receive.
We are so flattered by your kind words that we want to express our appreciation this tax season. For every new tax client referral you make that results in a completed (and paid) tax return, we will send you a special $20 thank you! Please have your referral inform us at the time of their appointment or bring this completed card so we can mail out your gift.
Here are a few handy forms to help you during this tax season. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser.
New Client Forms for Individuals
This will provide us with important taxpayer and dependent contact information and details.
New Client Forms for Businesses
This will provide us a summary of business and primary contact information and show a listing of key business documents needed.
Current Client Forms for Individuals
This will provide us with important taxpayer and dependent information when uploading or dropping off documents.
What to provide checklist for Individuals
This checklist will summarize the specific documents we will need in order to prepare your tax return.
What to provide checklist for Businesses
This checklist will summarize the specific business documents we will need in order to prepare your business tax return.
Donated Goods Valuation Guide
This excel file is a helpful calculator to determine the value of donated goods (to charities, Goodwill, etc.) .
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.
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