Blog by Kim Storen, EA –

Tax Services Manager



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.

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.

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.

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.

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.

Kim Storen, EA –

Tax Services Manager

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.