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

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

Now Hiring

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, MBA



Sarah Harmon



Martha Medlen

Tax Preparer, Bookkeeper


Vicky Hunt

Tax Preparer, Bookkeeper


Jack Krull

Technology Administrator


Now Hiring

Digital Document

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?

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

How to create your INTIME account

View your state tax info online In addition to setting up your account in order to access all of your federal tax information, we recommend all clients create an INTIME account for your state tax information. The Indiana Department of Revenue’s (DOR) current...

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How to create your account

View ALL of your tax info in one place! Have questions about how much tax you paid? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information...

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Now Hiring – Seasonal Administrative Staff

Seasonal Administrative Staff Storen Financial is one of the largest independent investment and accounting firms in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family,...

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Tax Tip: Kim Discusses Child Tax Credit Impact on Taxes

Video: short snippet showcasing the child tax credit Kim graced the ladies of ZWIN (Zionsville Women In Network) with her love of “talking taxes”, an annual hit with this networking group. Kim always brings a wealth of information, as she presents to this group of...

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How to access your eFileCabinet client portal

Upload and Download All of Your Client Documentation What is eFileCabinet? The Storen Financial eFileCabinet is an online filing cabinet for all of your financial documents. Access all of your completed tax returns, statements, business reports and other financial...

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Contact us with any questions you might have!

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