Storen Tax & Financial Svc

Description

When you come to Storen Financial, it’s all in the family. HERE’S A STORY…. Greg Storen is the owner and president of Storen Financial, and an independent licensed registered representative of Invest Financial Corporation. With more than 17 years of experience in banking and finance and 20 years in individual tax, Greg specializes in bringing together your investment planning and tax planning, as well as individual tax preparation. EDUCATION: Greg earned his bachelor’s degree in finance from Ball State University and his MBA from Butler University. BET YOU DIDN’T KNOW: Greg’s passion is helping clients invest, grow, and protect their assets through financial planning and tax analysis. Kim Storen, Greg’s wife and business partner, specializes in corporate tax, bookkeeping and QuickBooks training for our business clients. Kim worked for 10 years in banking and small business accounting before joining Storen Financial. Kim has the designation of “Enrolled Agent,” which means she is certified through the Internal Revenue Service to prepare tax returns and represent individuals and businesses for audits with the IRS. She passed a three-part exam on taxes and ethics and attends continuing education yearly to retain her certification. EDUCATION: Kim earned her bachelor’s degree in finance and accounting from Butler University. BET YOU DIDN’T KNOW: Kim is available for on-site training for your business. THE OFFICE HAS GONE TO THE DOGS. Well just one dog, really, and two daughters. Daughters Kelsey and Emma, can be spotted in the office when not in school, and you can’t miss our tail-wagging employee: Sachi Ko Storen, a female yellow Labrador retriever. Born in 2001, Sachi (Japanese for “happy child”) greets clients with enthusiasm and affection and plays fetch with anyone and anything. EDUCATION: Sachi is a graduate of puppy preschool and obedience school at Sirius Training. .

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