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 Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
When considering life insurance, it's important to understand your options.
Calculating your potential Social Security benefit is a three-step process.
A letter of instructions provides additional and more personal information regarding your estate.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What can be learned from the savings rate?
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Smart investors take the time to separate emotion from fact.
If you died, what would happen to your email archives, social profiles and online accounts?
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.