Tax Season

Quick links to help you through tax time, including forms, how-tos, resources and more.

3 Easy Options


Drop off / Pick up

Save time by dropping off your completed questionnaire, checklist items and tax documents to our office for us to prepare. Then pick up your completed returns.

Quick, simple, easy!


Submit / Upload Online

Submit your tax documents and client packet of information through our secure link. We will prepare your tax return and you will have electronic access to the completed and filed return. Great option to accommodate your busy schedule or if you live out of town!


Schedule Appointment

Need a little more guidance or have a more complicated return? Call us to schedule your virtual or phone appointment. We’ll walk you through it!

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.) .

See all Tax FAQs

Click here to get the answers to the TAX questions we get asked all the time.

Tax Pricing

Click here for current pricing information for this tax season.

Helpful Links

Click here to get links for Ways to Pay, Tools, Calculators, IRS resources, etc.

Track Your Refund

NEW! IRS2Go is the official mobile app of the IRS. Click here for details.

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.

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Contact us with any questions you might have!

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