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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
At what point can you call a personal vehicle commercial?
What kind of auto insurance should you have? Do you know?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Your credit score may influence how much you pay for auto and home insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a few things to consider when buying or leasing your next vehicle.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.