About Storen Financial Consulting company in Brownsburg, United States
At Storen Financial Group, we offer so much more than tax preparation and accounting services. We go beyond the numbers like financial planning, in-depth consulting, and year-round support. By working with our clients all year, not just at tax time, we he
At Storen Financial we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning in-depth consulting and year-round support. By working with our clients all year (not just at tax time) we help you create a sound strategy so you can make financially informed decisions. And best of all our friendly approachable staff offers one-on-one personalized service so you always feel like you are our only client.
As the leaders of Storen Financial Greg and Kim Storen are proud of the companys modest beginnings and its family ties. In 1966 after years in the financial services industry Pat Storen Gregs father founded Storen Financial in the familys home. He would visit his clients homes to complete their tax returns at their kitchen table.
By 1985 the success of Pats business allowed him to move into his first office on Main Street in Brownsburg. When he was fresh out of college Greg went into banking and thats where he met his wife Kim. After spending 15 years in the industry Greg established his own financial planning and corporate tax business in Zionsville.
Our core company values encompass what we stand for: Trusted Committed and Engaged! The Storen Financial team of professionals have talents that span all areas of financial and tax planning. With Financial Advisors and Tax Professionals all under one roof we can offer a complete view of your financial profile while offering tax-saving strategies and cost-savings solutions. Our focus is to help our clients keep their hard earned retirement by paying less in taxes and mitigating risks through market ups and downs. Our industry-leading commitment to education gives our clients an edge when it comes to their financial success.
The IRS and the Indiana Department of Revenue require Tax Professionals to complete a certain amount of continuing education from accredited programs. Each of our preparers exceed their minimum education requirements annually and continue to succeed at remaining on top of the laws amp; current trends of the tax industry both nationally and locally.
Our Investment Team stays updated and informed with continual education and on IRA laws by studying with IRA Expert Ed Slott throughout the year www.Irahelp.com
Bringing businesses a sounding board... For many business owners each day comes with many operations-related questions with no answers. The desire for a sounding board and solid game plan is a natural wish for any business owner. I remember when I owned my CPA firm...
Managing Your Business Planning for a Successful Business Starts at the Beginning When you start your own business there are multiple action items that need your attention. This checklist provides you with some important steps to take as you navigate through the...
Are you prepared for an emergency? Are you prepared for your loved ones in the case of emergency or your passing to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
And best of all, our friendly, approachable staff offers one-on-one, personalized service, so you always feel like you are our only client.
