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Complete Brokerage Services
Individual Retirement Accounts (IRAs)
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Monthly and Quarterly Bookkeeping
Bill Paying Service
Comprehensive Individual and Business Tax Preparation
Business and Individual Tax Planning
Representation before the Internal Revenue Service
William H. Serritslev, CPA
*Securities offered through H.D. Vest Investment ServicesSM, Member SIPC
Advisory services offered through H.D. Vest Advisory Services SM
6333 North State Highway 161, Fourth Floor, Irving, Tx 75038
Bill Serritslev is a CPA and licensed advisory consultant. He lives in Solvang, CA with his wife and children. Bill enjoys music and plays with other local musicians, he also enjoys writing a song from time to time. He loves to camp at many of the local beaches and lakes with friends and family.
After growing up in the Santa Ynez Valley, Bill attended Allan Hancock College, then Chico State University where he earned a bachelor's degree in business.
Bill served on the board of the local hospital foundation a few years ago and helped with the capital campaign to expand and improve the facility. He is was also a board member of the Santa Ynez Valley Foundation (The Valley Foundation www.thevalleyfoundation.org) a local community foundation that gives grants and scholarships to nonprofit entities and students in the Santa Ynez Valley and Los Alamos area.
Bill is happy to have his entire immediate family living within a three mile radius in the Solvang and Ballard areas. The family has expanded over the past few years with several new nephews and neices, most of them are already investing with Bill through H.D. Vest thanks to parents, grandparents, aunts and uncles.
A few ways Bill can serve you:
Individual, Trust, Estate, Non-Profit and Small Business Partnership Corporate and Sole Proprietorship income tax reporting and planning
Quickbooks setup, training and maintenance
Estate and Life Event planning
Selecting and establishing the best entity type for your new or existing business
Saving and investing for Retirement, Education, your Children, Grandchildren or another specific goal
Accounting and bookkeeping and preparation of financial statements and other useful reports
Professional Trustee or Estate Executor