Welcome! The partners of Serritslev Norwine & Co CPAs, LLP have been serving clients in the Santa Ynez Valley and beyond for over 40 years. If you are looking for an accounting firm that will offer you comprehensive financial guidance, we encourage you to call or email us to discuss your personal situation.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Gaining a better understanding of municipal bonds makes more sense than ever.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Term insurance is the simplest form of life insurance. Here's how it works.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
Do you know these three personal finance sayings?
It's easy to let investments accumulate like old receipts in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.