Storen Team Attends 2-Day
Tax Training
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Official Tax Season Launch for Storen Financial
| | The Storen Financial team has been working hard and gearing up for tax season. Chelsea Brown, Tax Operations Director, and Kim Storen, Senior Tax Accountant, led a two-day training session for our team of professionals. This includes our team members who are CPAs, EAs, MBAs, Business Accountants, and Administrative Staff Members. The focus included a review of new tax law updates, improved internal and external processes, new forms and resources, and common questions that often affect our clients and their businesses. Hot topics from this training event included... Click here to read this blog. | | | | |
Blog by Chelsea Brown –
Tax Operations Director
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The deadline for business tax returns is March 16th. Any business tax documents received or appointments made with us after March 1st will result in an automatic extension of your tax return.
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The deadline for individual tax returns is April 15th. Any individual tax documents received or appointments made with us after March 30th will result in an automatic extension of your tax return.
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If you submit your tax documents to us after these timelines, we will complete your taxes as quickly as possible. However, that will be after the tax deadlines. Please contact us as soon as possible! (Click here for info on extensions.)
| | 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! | | | | Learn More by Attending our 2026 Events | Mark your calendar! We are providing a variety of educational events for our clients and surrounding community members to help you along your financial journey. Our goal is for you to walk away from our events with best practices, action steps, and the tools you need to strive toward success. Click here to read this blog. | | | | Rental Property Tax Questions Answered | Every year, we receive questions from rental property owners who are at a loss for how to know what is considered rental income, what is and isn’t deductible, and more. The rules surrounding these topics can be convoluted, so we’ve worked to simplify the answers for you. Here are the most common questions we receive… Click here for details. | | | | Event: Family Binder Workshop – March 18 | Join us for this workshop, where we will help you build a family binder that stores all of your essential information in case of an emergency or unexpected death. Register now, space is limited. Click here for event details. | | | | Video: Young Professionals Program – 401k Explained | Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young professionals in their 20s-30s often face. In this video, Joseph explains and simplifies the 401k. 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... | | | | |
Kelli Sauser –
Business Accountant
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Kelli grew up in Winchester, Indiana, famously home to the state’s official dessert—the Wick’s sugar cream pie. She graduated from Miami University with a B.S. in Business Administration, majoring in accounting. Her hobbies include pickleball, golf, reading, and gardening. In her free time, she enjoys concerts, traveling to Florida beaches, spending time with family and friends, and watching sports — especially the Indiana Hoosiers (Her son Charlie is a current student at Indiana University!). 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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