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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
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.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
For some, the social impact of investing is just as important as the return, perhaps more important.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.