Tax Return Prep

We’ve compiled everything you need to meet your yearly tax requirement into a simple step by step process, as well as collected FAQs, resources and how-tos. Everything you need is here!

Tax Return Prep

We’ve compiled everything you need to meet your yearly tax requirement into a simple step by step process, as well as collected FAQs, resources and how-tos. Everything you need is here!

Step A – Choosing Your Preferred Method

We offer 3 easy options to meet your needs. Choose which option works for you! 

1

Drop Off Program

Save time by dropping off all of the documents needed to complete your return at our Zionsville office or Brownsburg secure lockbox. Our team will prepare your return, contact you with any questions, and submit your documents to the government. Sign, finalize and pick up your paperwork in person when it’s convenient for you! 

2

Digital Experience

Send and receive your documents digitally using our secure online Client Portal. Our team will prepare your return, contact you with any questions and submit your documents to the government. Sign and finalize your return digitally. Want that face-to-face experience, we offer digital Zoom appointments!

3

In-Person Appointment

This option is for those who need a little more guidance or have a more complicated return. Drop off all the documents needed to complete your return at least 2 weeks prior to your appointment. At the time of your appointment, we’ll finalize any questions, complete your return and submit your documents to the government.

Ready to schedule your in-person appointment?

Rhissa, our Scheduling Specialist, is here to help! Simply give us a call and Rhissa will take care of you. 317.852.7000

Step B – Prepping Your Documents

Ready for us to prepare your tax return? Follow these steps to prep your documents.

1

Determine what information is needed

**Please note the accuracy of the information you provide is extremely important! The IRS can choose to verify your information at any time. We’ve put together a thorough checklist of items we need and where you can find them. Ask yourself if any of these items apply to you!

Download the “checklist worksheet”

This pdf printable worksheet will walk you through everything you need to provide. This is a comprehensive list, pick and choose what options are needed for your unique situation.
(Click here to view or download this worksheet.)

Have questions about what to provide?

Our team has created this helpful blog with information regarding each item listed on our “checklist worksheet” as well as where you can find each of the elements.
(Click here to view the ‘Tax Season How-to: What to Provide’ blog.)

2

Setup or access your online tax accounts

We are recommending all clients setup their IRS.gov and state tax accounts in order to improve the accuracy of this year’s tax return. With all of the stimulus, child tax credits, and legislative changes, it’s important to have the exact amounts that were received or paid. This information is easily accessible on these federal and state online accounts and takes just a few minutes to setup. We’ve put together helpful “how-tos” on how to set these up along with notes on everything these accounts have to offer.

How-to create your IRS.gov account

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 and so much more is now available on your IRS Online Account.
(Click here for how-to instructions.)

Live in Indiana? Here’s how-to create your INTIME account

INTIME is Indiana’s online service portal for customers to use when managing individual income tax, business sales tax, withholding, and corporate income tax with DOR.
(Click here for how-to instructions.)

3

Complete the Storen Financial Client Packet

Now that you’ve determined what information and documents are needed, the last step is to complete the Storen Financial Client Packet which includes the engagement contract and questionnaire.

Current Client? – Download and complete the Storen Financial Client Packet

Also, please be prepared to verify your data sheet at the time of service with your contact and financial information and let us know if anything has changed.
(Click here to view or download the Client Packet.)

New Client? – Download and complete the Storen Financial New Client Packet

We’re excited to serve you! Along with the engagement contract and questionnaire, we’ll need a little more information from you.
(Click here to view or download the New Client Packet.)

New Business Client? – Download and complete the Storen Financial New Business Client Packet

Would you like us to prepare your business tax return? We’ll need a little more information about your business to get started.
(Click here to view or download the New Client Packet.)

Step B – Prepping Your Documents

Ready for us to prepare your tax return? Follow these steps to prep your documents.

1

Determine what information is needed

**Please note the accuracy of the information you provide is extremely important! The IRS can choose to verify your information at any time. We’ve put together a thorough checklist of items we need and where you can find them. Ask yourself if any of these items apply to you!

Download the “checklist worksheet”

This pdf printable worksheet will walk you through everything you need to provide. This is a comprehensive list, pick and choose what options are needed for your unique situation.
(Click here to view or download this worksheet.)

Have questions about what to provide?

Our team has created this helpful blog with information regarding each item listed on our “checklist worksheet” as well as where you can find each of the elements.
(Click here to view the ‘Tax Season How-to: What to Provide’ blog.)

2

Setup or access your online tax accounts

We are recommending all clients setup their IRS.gov and state tax accounts in order to improve the accuracy of this year’s tax return. With all of the stimulus, child tax credits, and legislative changes, it’s important to have the exact amounts that were received or paid. This information is easily accessible on these federal and state online accounts and takes just a few minutes to setup. We’ve put together helpful “how-tos” on how to set these up along with notes on everything these accounts have to offer.

How-to create your IRS.gov account

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 and so much more is now available on your IRS Online Account.
(Click here for how-to instructions.)

Live in Indiana? Here’s how-to create your INTIME account

INTIME is Indiana’s online service portal for customers to use when managing individual income tax, business sales tax, withholding, and corporate income tax with DOR.
(Click here for how-to instructions.)

3

Complete the Storen Financial Client Packet

Now that you’ve determined what information and documents are needed, the last step is to complete the Storen Financial Client Packet which includes the engagement contract and questionnaire.

Current Client? – Download and complete the Storen Financial Client Packet

Also, please be prepared to verify your data sheet at the time of service with your contact and financial information and let us know if anything has changed.
(Click here to view or download the Client Packet.)

New Client? – Download and complete the Storen Financial New Client Packet

We’re excited to serve you! Along with the engagement contract and questionnaire, we’ll need a little more information from you.
(Click here to view or download the New Client Packet.)

New Business Client? – Download and complete the Storen Financial New Business Client Packet

Would you like us to prepare your business tax return? We’ll need a little more information about your business to get started.
(Click here to view or download the New Client Packet.)

Does your financial plan include tax-saving strategies?

Learn how we help you develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation.

Step C – Your Final Action Steps

Documents prepped and ready? Let’s wrap it up!

1

Drop Off Program

If you choose to participate in the drop off program, simply bring your prepared documents to our office or place them in our Brownsburg secure lockbox. Click here for lockbox instructions or office directions.

2

Digital Experience

Looking to go the digital route? Upload your documents to your Storen Financial Client Portal (Click here for more information). New or don’t have a Client Portal? Contact our office and we’ll get you set up. Interested in a digital Zoom appointment with a Tax accountant? Contact our office to schedule a time.

3

In-Person Appointment

Looking to meet with a Tax Accountant in person? Contact our office to schedule your appointment. Please note that appointment times fill up fast, so contact us by March 1st to ensure we will be able to meet the April 15th tax deadline. Appointments made after April 1st will result in an automatic extension of your tax return.

More Helpful Quick Links

All Tax Season Forms

Click here to view or download all forms needed to complete your tax return.

Donated Goods Calculator

Determine the value of donated goods (to charities, Goodwill, etc.) Click here to download the excel file.

Tax Pricing

Click here for current pricing information for this tax season.

Helpful How-tos

Click here for detailed instructions on how to set up accounts, access the secure portal, etc.

Tax News

Click here to read everything you need to know about taxes in our blogs.

See all Tax FAQs

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

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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