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 and Avantax Insurance Services^sm. CA Insurance License: 0I70375. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 (972)870-6000.

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bill@solvangcpa.com | (805) 688-8719