Meet Our Team
We are a team of accomplished and dedicated professionals, committed to delivering expert financial services with personalized customer attention. We invite you to contact us directly and look forward to working with you.
Greg Storen, MBA
Financial Advisor,
Senior Tax Professional
Kim Storen, EA
Tax Team Lead,
Senior Tax Professional
Brian Biggs, CPA
Financial Advisor,
Senior Tax Professional
Jason P. Bailey, CPA
Business Services Manager,
Senior Tax Professional
Alex Kiritschenko
Financial Advisor,
Senior Tax Professional
Doug Johnson
Senior Tax Professional
Tami Zeller, CPA, MBA
Senior Tax Professional
Daniel Walters
Tax Professional
Debbi Kuller
Business Development Manager
Lynn Prust
Client Relations Manager
Erika Lewis
Business Technology Consultant & Bookkeeper
Melanie Beck
Senior Business Accountant
Martha Medlen
Tax Preparer
Rob Dukes
Finance Administrator,
Admin Team Lead
Amy White
Technology Director
Jack Krull
Technology Administrator
Laura Frey
Financial Assistant
Dani Hussung
Financial Assistant
Matt Wilson
Portfolio Analyst Assistant
Ruth Hoffman
Medicare Benefits Specialist
Susan Arnold
Operations & Administrative Manager
Rhissa Johnson
Scheduling Specialist
Vicky Hunt
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
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