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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are things about Social Security that might surprise you.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
Is your estate in order? This short quiz may help you assess your overall strategy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all of your choices when it comes to managing your taxable income?
What are your options for investing in emerging markets?