Wishing you and yours a Merry Christmas and Happy New Year from all of us at Storen Financial! In celebration of the upcoming holidays, our office will be closed on the following days: December 23rd through December 27th and January 1st. | |
Prepping for Tax Season in 2025 – What You Need to Know | |
Tax season is around the corner. Here’s what you need to know… | |
We’ve packed this blog with all the resources you’ll need for tax season, including critical updates on law and regulation changes, important information about data security, event reminders, form links, and much more…
All previous tax legislation passed in the last seven years is scheduled to sunset on 12/31/2025. This means that although there were not any major changes in 2024, this coming year is the last year to take advantage of the substantial tax cuts provided until the end of 2025. Here are the most important changes that you can still consider for this tax season...
Click here to continue reading this blog.
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Blog by Kim Storen, EA –
Senior Tax Accountant
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Establish a Foundation with the Storen Financial Young Professionals Program | |
Define your financial future with our Young Professionals Program | |
For young professionals in their twenties and thirties transitioning from college to career, many find they may have more time to dedicate to their financial journey, but they lack the tools and resources to know where to start. What is credit? How do you understand your employer’s benefits package? Why should you even start retirement planning now?
Our Young Professionals Program is geared toward those of you who are avidly searching for answers to those questions and want to learn how to build a flourishing financial future.
Click here to continue reading this blog.
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Blog by Kiran Sharma –
Financial Advisor, Tax Accountant
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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.)
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Clients will now need to use Two-Factor Authentication to access their Client Portal. Our team is implementing this step as a secondary layer of protection to maintain the security of your financial documents. (Click here for more information.)
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Please note: pricing updates for student and young adult returns. Tax return preparation will start at $150 for student returns. Young Adult returns on average will range from $150 - $450. Click here to learn more about our tax pricing. | |
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! | |
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Event: Cyber Security Awareness Training- January 21 | Join us for this complimentary event on Tuesday, January 21st, where Mark Mosher, IT and Cyber Security Consultant for All Covered, will educate on the prevalence of cybercrime, who is often targeted, and what action steps you can take to protect yourself. This event will be interactive, leaving plenty of time for questions and providing you with useful resources as well... Click here to read this blog. | |
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Storen Team Members Participate in Book Study | In a continual effort to expand our expertise, some members of our team recently participated in a book study, where we read and discussed Michael Gerber’s The E-Myth Revisited – Why Most Small Businesses Don’t Work and What to Do About It. Here are some key aspects of this book that business owners should know… Click here to read this blog. | |
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Do I need to file Business Personal Property Tax? | Business tangible personal property refers to the cost of all tangible assets used in the ordinary course of business. This includes signage, computers, furniture, equipment, and any physically held assets. This tax does not apply to the following types of assets... Click here for details. | |
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Video: Top Three Tips for Year-End Processes | In this video, Jessica Gentry, Business Accountant, will share her top three tips for business owners who are finalizing their year-end processes. Click here to watch this video. | |
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Now Hiring! Know someone looking for a seasonal job? | We need your help! Know someone searching for temporary work? We're hiring administrative staff for the upcoming tax season! Please share with them! Click here to learn more about our open positions. | |
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.
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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... | |
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Amy White –
Technology Manager
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Amy is a leading member of Storen Financial and drives our team’s foundational success by overseeing technical and security needs. Her special areas of focus include streamlining processes, managing workflows, and assessing technological needs throughout all departments. She takes special care to guide our team in a continually successful, forward-thinking approach that enables them to stay ahead of the game and avoid potential security problems. Click here to read more. | |
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ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
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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.
No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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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