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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
For some, the social impact of investing is just as important as the return, perhaps more important.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
It's important to make sure your retirement strategy anticipates health-care expenses.
Term insurance is the simplest form of life insurance. Here's how it works.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.