Here's everything you need to get started | | We’ve compiled everything you need to meet your yearly tax requirements into a simple step-by-step process, as well as collected FAQs, resources, and how-tos. Everything you need is on our Tax Season webpage! Click here to access this page. | | |
How to Prep Your Tax Documents
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How to Send Documents to Our Team
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We offer 3 convenient options for you to securely send your prepared documents to our team.
1) Upload to the Client Portal
2) Drop off at our office
3) Place in our Secure Lockbox
Click here for more information about these options.
*Please do not email or text financial 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! | | | | Storen Financial Partnership Makes Headlines | As a result of our strategic alliance with Dynasty Financial Partners, we have garnered positive attention in the press. We wanted to take this opportunity to share these news articles, highlighting the significance of our new direction and the enhanced services we are committed to providing. Here are the articles that have covered this partnership with Dynasty... Click here to read this blog. | | | | REMINDER: Business owners must issue a 1099 by January 31st | Failure to file a 1099 will result in penalties imposed by the IRS. The penalties range from $50 – $580 per form as well as a potential late penalty fee depending on how late you file (So, for example, if you had 10 contractors who should have received a 1099, that could be $5800 in penalties). Click here for details. | | | | Key Aspects of the One Big Beautiful Bill Act | The One Big Beautiful Bill Act of 2025 brings a host of changes that will sweep US tax law, affecting deductions, credits, and savings accounts across the board. To help you sift through all the legislation and ongoing updates, we’ve compiled a list of the key aspects that will impact how Americans file their 2025 tax returns... Click here to read this blog. | | | | Video: Top Tips for Your Tax Appointment | In this video, Chelsea Brown, Tax Operations Director, shares her top tips for how to prepare your documents before a tax appointment. Click here to watch this video. | | |
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.
| | Follow along for more from our team! | | 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... | | | | |
Rhissa Johnson –
Scheduling Specialist
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Rhissa is a proud graduate of Aurora High School and attended Indiana State University. After an impressive 35-year career in the corporate sector, she joined Storen Financial in 2016 as a seasonal employee, showcasing her dedication and adaptability. She then transitioned to a full-time role in 2019, where she continues to make significant contributions to the team. Our clients love talking to her when they give us a call! 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 Simplicity Investments, Member FINRA/SIPC. Investment advice offered through Storen Legacy Partners, 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 Simplicity Investments. Simplicity Investments 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.
Storen Legacy Partners and Storen Financial are separate entities from Simplicity Investments. 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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