Specializing in Complex Tax Strategies

Our team of seasoned tax professionals will work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation.

Specializing in Complex Tax Strategies

Our team of seasoned tax professionals will work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation.

WHY STOREN FINANCIAL?

Trusted Strategic Tax Planning Experience

Our tax professionals work alongside you to provide individualized tax advice for a number of complicated financial situations. Whether you are getting married or divorced, planning for a loved one’s college, managing multiple real estate properties, or running a business, a qualified tax professional offers specialized knowledge and assists in navigating complex tax laws using cost effective methods.

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Specializing in Complex Tax Returns

Complex tax situations require comprehensive understanding of tax laws and regulation changes.

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Tax-Saving Strategies

We uncover tax benefits, tax savings, and numerous other ways to set you and your business up for continued financial success.

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Tax and Financial Planning Under One Roof

Focused on minimizing tax liabilities and maximizing future opportunities in all areas of our business.

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Highest IRS Accreditation

Our credentialed team of CPAs, EAs and MBAs has years of nuanced experience with business taxes, estate taxes, gift tax planning, and much more.

Watch these videos to learn more!

Why work with a Tax Professional?

For those with high net worth, the process of calculating tax deductions requires an experienced eye to correctly evaluate multiple incomes, assets, and investments. Thus, it’s crucial to regularly consult a tax professional, as they will guide you in navigating these convoluted situations and help you avoid audits, back taxes, and delinquent fees that accrue when you file incorrectly.

To avoid hefty penalties, here are 9 situations in which it is best to let a qualified tax professional complete your return…

Kim Storen
TAX services manager

Tax SERVICES

Individual & Business Tax

Our team of seasoned tax professionals will work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation.

We also serve as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can also be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease.

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Federal and State Tax Return Preparation

  • Corporations
  • Partnerships
  • Sole Proprietorships
  • LLCs
  • Trusts
  • Rental Properties
  • Farms
  • Multi-state
  • Personal Property Tax
  • Estate and Gift Tax
  • Adoption Credits
  • Divorce
  • Other

Additional Tax Services

  • Amendments
  • Extensions
  • Projections
  • IRS/State Notifications & Letters
  • Audit Support (Federal & State)
  • Tax Advising and Consulting
  • Tax Loss Harvesting
  • Asset Allocation
  • Wealth Transfer Strategies
  • Charitable Giving Strategies
  • Business Entity Selection
  • Business Tax Advisory Services

Click here to learn more about our business services.

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Tax Return prep

What’s included with your tax return preparation?

We offer year-round financial support that extends beyond typical tax return preparation. As your dedicated service team, we take the burden off you, saving you significant time and money and providing you personalized and consistent attention.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to helping you minimize your tax liabilities and maximize your future opportunities—while remaining in full compliance with IRS statutes.

Click here for current tax preparation pricing.

*Please note that complex projections, notices and letters may require an additional hourly rate.

Tax Preparation Price Includes:

  • Annual tax preparation and filing.
  • Annual tax return review.
  • Tax reduction strategies and recommendations.
  • Assistance with basic tax projections and calculation of quarterly tax estimates.
  • Availability for year-round support.

Ready to get started? Have questions?

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.

Click here to access these resources or get started.

Tax Team Qualifications

Our team includes EAs, the highest credentials awarded by the IRS.

Our staff includes Certified Public Accountants (CPAs), Enrolled Agents (EAs) and Master of Business Administration (MBAs) who have the nuanced experience and specialized knowledge necessary to guide you in various financial issues or concerns.

EAs must pass a three-part comprehensive exam and are the highest credential the IRS awards. Each year, our CPAs, EAs and MBAs invest time in continued education, exceeding the minimum education requirements in order to stay on top of ever-changing tax laws and tackle tough tax situations.

Click here to learn more about our team.

Education Requirements Include:

  • Yearly continuing education credits.
  • Industry related seminars.
  • Routine internal team education based on specific topics related to our clients’ needs.
  • Technology and software improvements.
  • Updates on current events and regulation changes.

Why is a Tax Projection a Wise Financial Move?

Solid tax strategy is built from year-round planning—before the deadlines hit. Tax projections sound the alarm when you are potentially subject to penalties and interest and enable you to plan for things like swings in income and tax laws. This simple analysis can streamline your financial objectives for the year with clear parameters. Consider these when thinking about a tax projection…

  • Income changes (higher/lower)
  • Roth conversion strategies
  • Investment gains or losses
  • Property transactions
  • New tax legislation
  • Life changes (married, divorced, widowed)
Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

ADDITIONAL RESOURCES

Tools to help minimize tax liabilities and maximize future opportunities

Discover effective long-term tax strategies and gain access to valuable resources to guide you on your journey. Our knowledgeable team will create a customized plan with tailored tax-saving strategies designed specifically for your unique situation.

We are dedicated to providing you with the support you need. If you have any questions, don’t hesitate to reach out to us.

Schedule a consultation with one of our team members today!

Schedule a consultation today!

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

Read the latest news and resources on our blog

Video: What is our top advice for business owners?

VIDEO: Click here to watch on YouTube. Tax Services Manager, Kim Storen, shares her top advice for business owners. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory,...

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A Multi-Directional Approach for Business Financials

Strategizing the Future and Analyzing the Past As a business owner, you know your business is constantly changing. You may be frequently asking yourself, "How is the current state of my business? Am I on track to meet my goals?" To effectively answer these questions,...

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How Long Should I Keep My Tax Returns?

Read what Joy Taylor, Editor of Kiplinger Tax Letter, has to say about how long you should keep your tax returns. Article from Kiplinger As a general rule, you should keep your tax returns and supporting documents for at least three years from the due date of your...

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Contact us with any questions!