Tax Preparation and Planning · Accounting and QuickBooks · Investment Management · Financial Planning · Retirement Planning · click HERE to start planning now
The partners of Serritslev Norwine & Co CPAs, LLP have been serving clients in the Santa Ynez Valley and beyond for over 40 years.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
In the face of divorce, making changes to insurance coverage may be overlooked.
Second marriages are a trigger event to revisit any existing estate strategies.
When you’re married and have children, insurance needs will be different.
Tips on insuring your teen driver.
When to start? Should I continue to work? How can I maximize my benefit?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
Bucket lists don’t have to be for tomorrow.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations?
With alternative investments, it’s critical to sort through the complexity.