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 to read more.

Join us for this in-person event on February 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment guidelines, and address questions you might have about this health insurance option. Click here to read this blog.

Access all of your completed tax returns, statements, business reports, and other financial documents here. This online tool is also the best way to send us your documents safe and securely. Simply upload them to the portal and they are instantly accessible to our team.

Click here to access your secure client portal.

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.

Our tax professionals work alongside you to provide individualized tax preparation & planning for a number of complicated financial situations. As your dedicated service team, we offer... Click here to to learn more about our tax services.

Penny Snyder –

Business Accountant

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.