January Newsletter

Prepping for Tax Season - What You Need to Know

Must-have Tax Resources, Hot Topic/Regulation Changes, and Common Mistakes on Tax Returns

Here we've compiled 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 Tax Season Resources
  • Flexible Options (Digital, Drop Off, or Appointment)
  • All Forms (Worksheets, Engagement Letter, Questionnaires, & More)
  • FAQs & Resources
  • Office Hours & Directions
  • Need an extension?
  • Hot Topics/ Regulation Changes
  • Common Mistakes on Tax Returns
  • Complex Tax Situations
  • An exciting new tax season promotion!

*Please note that tax appointment times fill up fast, so contact us by March 1st to ensure we will be able to meet the April 15th tax deadline. Appointments made after April 1st will result in an automatic extension of your tax return.

Click here to continue reading this blog and watch our video.

Blog by Kim Storen, EA

Tax Services Manager



  • 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!

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.

Video: Top Tips for Your Tax Appointment

In this video, Chelsea Slack, Administrative Manager, shares her top tips for how to prepare your documents before a tax appointment. Click here to read this blog.

3 Reasons You Should Not Email Financial Information

In a technology-based world, exchanging information has become normal and often necessary, but many people have found that with this convenience comes the dangers of hacking and identity fraud. For this reason, we discourage sending important financial documents via email. Click here to read this blog.

Celebrating This Once-in-a-lifetime Solar Eclipse Event!

For the first time in 819 years, the total solar eclipse will be visible right from the heart of Indiana. In celebration of this unique event, we are offering each family 2 free pairs of solar eclipse glasses with your completed tax return to safely view this incredible phenomenon. Click here for more details.

What's included with your return?

We offer year-round financial support that extends beyond typical tax return preparation. As your dedicated service team, we take the burden off you, saving you significant time and money and providing you personalized and consistent attention. Click here to learn more about what's included with your return.


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...

Meet the Team

Our team is committed to delivering professional financial services with personalized customer attention. Have you met...

Kim Storen, EA –

Tax Services Manager

Kim manages the Storen Financial tax staff as a Senior Tax Accountant and specializes in working with small businesses under five-million dollars in sales. Kim loves working with businesses in any stage of their development to assure that they are on a path to success and understand how taxes will affect each aspect of their business. She also leads much of our yearly educational series, as she loves educating groups on tax law. Click here to read more.

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1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General:  317.852.7000
Investment: 317.733.1000
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About Storen Financial

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 Ed Slott is not affiliated with Storen Financial and LPL 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.

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.