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.
How Income Taxes Work
A quick look at how federal income taxes work.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here are five facts about Social Security that are important to keep in mind.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Ascertaining the value of your business is important for a variety of reasons.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.