Celebrating the End of Tax Season! | | We just keep ROLLING with it at Storen! | | |
After flying through the busy tax season, the whole Storen Financial team celebrated some light-hearted competition that was right down our lane at Pins Mechanical Company. With almost 3,500 returns completed this year, we took a break to enjoy duck pin bowling, patio pong, and as always, a great deal of camaraderie! We also had a blast enjoying the delicious meal from Condados. What a great venue for a party!
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Blog by Debbi Kuller –
Chief Operating Officer
| | Fiduciaries: The Gold Standard for Financial Advisors | | Selecting a Trusted Financial Services Partner | | |
Financial decisions are oftentimes complex and overwhelming. It’s no secret that a knowledgeable advisor can help by simplifying tax rules and outlining investment strategies that support your financial goals. But when it comes to selecting a trusted financial services partner, how do you find an advisor who will act in your best interest at every point in the process? The first step is to consult with an advisor who holds themselves to a fiduciary standard.
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Blog by Ronnie Jackson, CFA® – Financial Advisor
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If quarterly estimated taxes are not paid on time, interest and penalties will accrue equal to 1/2 percent of the unpaid amount per month. (Click here for more information.)
| | More Important News & Resources | | Our goal is to share valuable and practical information with you through our blogs, resource links, social media posts, and updates. On our blog, you’ll find all the tools, resources, and information you need. Have questions? Give us a call! | | | | Event: Business Resources – Understanding Your Financials – 6/18 | |
Join us for this complimentary event, which is the perfect small-group format to explore topics crucial to equipping business owners for success. Our Business Services Director, Erika Lewis, will provide invaluable guidance on reading and interpreting financial statements that will empower you to increase sales, reduce costs, or both.
Click here to register for this event.
| | | | How to Take Money Out of a Business–Part 1 | |
In this month’s blog, we discuss some general information about classifying money that is put into a business and money that is taken out of a business. When taking money out of a business, transactions must be carefully structured to avoid unwanted tax consequences or damage to the business entity...
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| | | | Video: How to Create Strong Passwords | |
Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business, and tax teams. In this video, Amy will share her top tips for creating strong passwords that can enhance your data security and means of protecting your financial information.
Click here to watch this video.
| | | | Story: Seasonal Employees Share Their Experience | |
Each year, Storen Financial hires multiple seasonal employees to help us deliver an exceptional tax season. Courtney and Alana were just two of the amazing seasonal admin workers we couldn’t have made it through tax season without! Here are their stories…
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Have feedback to share with us? Send us a testimonial! We’d love to hear about your experience with Storen Financial. Click here to share.
| | Comprehensive Financial Services | | We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives... | | Our team is committed to delivering professional financial services with personalized customer attention. Have you met... | | | | |
Joseph Cavazos –
Financial Assistant
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After graduating from Ball State University in 2019, Joseph began his career in finance as a service professional, helping retail clients with their investments. After obtaining his SIE, Joseph joined Storen Financial in 2021. Some of his responsibilities include client support, assisting with investment operations, assisting with annual review and client appointment preparation, and lately collaborating on new video projects, including the Young Professionals Program. Click here to read more.
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ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
| | | Storen Financial is an established independent investment and accounting firm 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, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Click here to learn more about Storen Financial. | | |
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Brass Tax Wealth Management, a registered investment advisor. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Greg Storen and Storen Tax & Financial Group Inc., a separate legal entity, are not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services. Registration as an investment advisor does not imply any level of skill of training.
Brass Tax Wealth Management and Storen Financial are separate entities from LPL Financial. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
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