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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It may help your business be better prepared in the event of the death of a principal or key employee.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.