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.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: right now.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.