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

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?

No, federal taxation of SS benefits is based on income level and not age. Anywhere from 0% to 85% of the SS benefit can be taxable based on how much other income a taxpayer is reporting. Note, Indiana does not tax anyone’s social security benefits. Click here to see more FAQs.

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...

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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...

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Contact us with any questions you might have!

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