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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Have you explored all of your choices when it comes to managing your taxable income?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.