Meet Our Team
Greg Storen, MBA
Advisory Services Director,
Senior Tax Accountant
Kim Storen, EA
Tax Services Director,
Senior Tax Accountant
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 Accountant
Alex Kiritschenko
Financial Advisor,
Senior Tax Accountant
Lynn Prust
Client Relations Manager
Susan Arnold
Operations & Administrative Manager
Now Hiring
Senior Tax Accountant
Cindy Metzler, CPA
Senior Tax Accountant
Doug Johnson, EA
Senior Tax Accountant
Tamien Zeller, CPA, MBA
Senior Tax Accountant
Daniel Walters
Tax Accountant
Now Hiring
Tax Accountant
Matt Wilson
Portfolio Analyst
Dani Hussung
Financial Assistant
Joseph Cavazos
Financial Assistant
Laura Frey
Financial Assistant
Erika Lewis
Business Technology Consultant
Tiffany Egan
Bookkeeper
Penny Snyder
Tax Preparer, Bookkeeper
Martha Medlen, AFSP
Tax Preparer, Bookkeeper
Vicky Hunt
Administrative Assistant, Bookkeeper
Nicki Burns
Digital Document
Specialist
Mikaela Wade
Technology Administrator
Garrett Hall
Technology Support Specialist
Tami Wieder
Office Administrative Assistant
Rhissa Johnson
Scheduling Specialist
Ruth Hoffman
Medicare Benefits Specialist
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 Ed Slott back!
This 2022 program will feature a unique look at recent changes in the tax laws and how it will impact your retirement. Last year over 200+ joined us virtually to learn from Ed Slott! With such a great response we’ve decided to bring him back again this year for a...
Why is it important for business owners to understand financial statements?
Does the thought of presenting your business’ financial statements give you anxiety? Have you ever left a meeting with your accountant unsure of what the financial terms mean? If so, you’re not alone. According to a QuickBooks survey, nearly 40% of small business...
Celebrating the 2021 tax season finish line!
We reached the finish line in style! After completing well over 4000 tax returns this tax season, our team celebrated everyone's hard work with a little friendly competition! The whole Storen Financial team came together for a fun evening at Speedway Indoor Karting....
$125 IN Automatic Taxpayer REFUND
One-time direct deposits of $125 will arrive in bank accounts beginning in May and continue through mid-summer. Thanks to efforts over the last nine years that have allowed Indiana to fund critical needs while maintaining our state’s competitive tax environment, many...