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!
1
Drop Off Program
Save time by dropping off all of the documents needed to complete your return at our Zionsville office or one of our secure lockboxes. 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 – Prepare 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 Department of Revenue (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 – Prepare 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 Department of Revenue (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 Business Client Packet.)
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 – Complete 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 one of our secure lockboxes. 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 set up your access. Interested in a digital Zoom appointment with a Tax accountant? Contact our office to schedule a time.
3
In-Person Appointment
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.
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
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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