Meet Our Team
Greg Storen, MBA
Advisory Services Director,
Senior Tax Professional
Kim Storen, EA
Tax Services Director,
Senior Tax Professional
Debbi Kuller
Business Services Director
Rob Dukes
Finance & Operations Director
Amy White
Technology Director
Erika McCloud
Communications Director
Brian Biggs, CPA
Financial Advisor,
Senior Tax Professional
Alex Kiritschenko
Financial Advisor,
Senior Tax Professional
Jason P. Bailey, CPA
Relationship Manager,
Senior Tax Professional
Now Hiring
Relationship Manager,
Senior Tax Professional
Lynn Prust
Client Relations Manager
Susan Arnold
Operations & Administrative Manager
Doug Johnson
Senior Tax Professional
Tami Zeller, CPA, MBA
Senior Tax Professional
Daniel Walters
Tax Professional
Edward Berry
Tax Professional
Erika Lewis
Business Technology Consultant
Matt Wilson
Portfolio Analyst
Dani Hussung
Financial Assistant
Laura Frey
Financial Assistant
Jay Nichols
Bookkeeper
Now Hiring
Bookkeeper
Martha Medlen
Tax Preparer, Bookkeeper
Vicky Hunt
Tax Preparer, Bookkeeper
Jack Krull
Technology Administrator
Emma Storen
Digital Document
Specialist
Rhissa Johnson
Scheduling Specialist
Ruth Hoffman
Medicare Benefits Specialist
Tami Wieder
Office 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
We’re Bringing Our Team Together Under One Roof!
*See Frequently Asked Questions Below! The Zionsville Office Expansion Project In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current...
Storen Financial featured on Inside Indiana Business
Zionsville Accounting Firm Expanding HQ From Inside Indiana Business - "Zionsville-based Storen Financial has announced plans to expand its Boone County headquarters and grow its workforce. The investment and accounting firm says it will invest more than $300,000 in...
Storen Financial Announces Headquarter Expansion and Operational Reorganization
Bringing our team together under one roof will allow us to operate as a cohesive unit Storen Financial, an established independent investment and accounting firm in the Indianapolis area, announces Zionsville headquarter expansion and operational reorganization. In...
Case Study: The Power of Roth Conversions to Reduce RMDs
*Interested in reviewing this Storen Financial balance sheet? Contact us to schedule a consultation with one of our Financial Advisors! This Roth conversion plan reduced the RMD total by over $285k Q: How do you reduce your tax liability and maximize your investments...