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 – Choose Your Preferred Method

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

Please note: 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.

1

Drop Off Program

Save time by submiting all of the documents needed to complete your return when it’s convient for you. Our team will prepare your tax return, contact you with any questions, and submit your documents to the government. Sign, finalize and pick up your paperwork in our office any time during office hours.

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. Submit 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 an 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 – Prepare Your Documents

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

1

Gather all documents needed to prepare your tax return.

**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 all the documents need to complete your tax return. 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 documents you need?

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

Download & complete Storen Financial forms.

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

Existing Client, New Client, New Business Client, or New Trust Client?

Our client packets contain specific documents and forms we need based on your status. Download and complete the packet that describes you. (Click here to view or download these forms.)

Step B – Prepare Your Documents

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

1

Gather all documents needed to prepare your tax return.

**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 all the documents need to complete your tax return. 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 documents you need?

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

Download & complete Storen Financial forms.

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

Existing Client, New Client, New Business Client, or New Trust Client?

Our client packets contain specific documents and forms we need based on your status. Download and complete the packet that describes you. (Click here to view or download these forms.)

Does your investment advisor consider your long-term TAX impact?

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 – Submit Your Prepared Documents

Documents prepped? 3 options to send them securely to our team.

Do NOT Email Financial Information

For data security purposes, we do NOT accept personal or financial information via email. Click here to learn why.

1

Online Client Portal

Upload your documents and forms to the secure online Storen Financial Client Portal (Click here for portal access and how-to instructions).

2

Office Drop Off

Drop off your documents and forms at our office in Zionsville during office hours. (Click here for directions and office hours.)

3

Secure Lockbox

Place your documents and forms in one of our secure lockboxes in Brownsburg or Zionsville. (Click here for locations and instructions.)

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 this file.

Tax Pricing

Click here for current pricing information for this tax season.

What's included with your tax return?

Click here for more information about what is included with your tax return.

How-to Videos

Click here to find helpful tools, tips, and resources in our video library.

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, Track Your Refund, Tools, Calculators, IRS resources, etc.

Additional Tax Services

Click here to learn more about our customized tax-saving strategies.

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

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Contact us with any questions!