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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
An inside look at how marginal income tax brackets work.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
As our nation ages, many Americans are turning their attention to caring for aging parents.
Even low inflation rates over an extended period of time can impact your finances in retirement.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
How will you weather the ups and downs of the business cycle?
What is your plan for health care during retirement?
Here’s a crash course on saving for college.