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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Healthy habits are one of the greatest gifts to give your child.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Five strategies for managing your student debt.
Five phases to changing unhealthy behaviors.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate