Meet Our Team
Greg Storen, MBA
President,
Advisory Services Director
Kim Storen, EA
Business Tax Manager
Debbi Kuller
Tax &
Accounting Director
Rob Dukes
Finance & Operations Director
Amy White
Technology Director
Erika McCloud
Communications Director
Now Hiring
Tax Services Manager
Erika Lewis
Business Services Manager
Now Hiring
Administrative Manager
Lynn Prust
Client Relations Manager
Susan Arnold
Tax Administrative Assistant
Now Hiring
Communications Specialist
Now Hiring
Financial Advisor
Brian Biggs, CPA
Financial Advisor,
Senior Tax Accountant
Alex Kiritschenko
Financial Advisor,
Senior Tax Accountant
Ruth Hoffman
Medicare Benefits Specialist
Doug Johnson, EA
Senior Tax Accountant
Cindy Metzler, CPA
Senior Tax Accountant
Daniel Walters
Tax Accountant
Ross Underwood
Tax Accountant
Matt Wilson
Portfolio Analyst
Dani Hussung
Financial Assistant
Joseph Cavazos
Financial Assistant
Laura Frey
Financial Assistant
Penny Snyder
Tax Preparer, Bookkeeper
Jessica Gentry
Tax Preparer, Bookkeeper
Vicky Hunt
Administrative Assistant
Martha Medlen, AFSP
Tax Preparer, Administrative Assistant
Tami Wieder
Office Administrative Assistant
Nicki Burns
Digital Document
Specialist
Mikaela Wade
Technology Administrator
Garrett Hall
Technology Support Specialist
Rhissa Johnson
Scheduling Specialist
Jonelle Mohr
Administrative Assistant
Katherine Hokanson
Administrative Assistant
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?
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.
The Latest News from Storen
Team Attends Ed Slott Training Workshop
Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors Recently several of our team members attended Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors in Nashville, TN. Not only did most of our investment...
Virtual Event: Medicare Open Enrollment Details – September 20
Have questions about Medicare? Open enrollment starts October 15th! Join us for this virtual event on September 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and addresses...
What are tax estimates?
The basics of tax estimates: What, Who, and Why Everyone must pay the federal government taxes as they earn or receive income during the year. In other words, our income tax system is a pay-as-you-go system. If you wait until April 15th of the following year to pay...