Broker Check

650 Alamo Pintado Road
Suite 203
Solvang, California 93463

(805) 688-8719
bill@solvangcpa.com

Menu of Services


Tax Services:
Comprehensive Individual and Business Tax Preparation
Electronic Filing
Business and Individual Tax Planning
Representation before the Internal Revenue Service

Accounting Services:
Financial Statements
Complete Payroll Services
Monthly and Quarterly Bookkeeping
Bill Paying Service

Financial Services:*
Financial Plans
Complete Brokerage Services
Mutual Funds
Securities
Advisory Accounts
Individual Retirement Accounts (IRAs)
Rollover IRAs
Life Insurance
Annuities
1031 Exchange / Real Estate Like Kind Exchange
Real Estate Securities
Business Retirement Plans:
401k Plans
SIMPLE IRA
SEP IRA

*William H. Serritslev, CPA, Financial Advisor

*Securities offered through Avantax Investment Services sm, Members FINRA, SIPC  Investment advisory services offered through Avantax Advisory Services sm Insurance services offered through Avantax Insurance Agency sm CA Insurance License: 0I70375.  6333 N. State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000. 

Serritslev Norwine & CO CPAs, LLP is not a registered broker/dealer or registered investment advisory firm.