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The partners of Serritslev Norwine & Co CPAs, LLP have been serving clients in the Santa Ynez Valley and beyond for over 40 years. 
Helpful Content
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.