Broker Check
William Serritslev, CPA

William Serritslev, CPA

Partner and Financial Advisor

Bill has served on the boards of Solvang Lutheran Home (dba Atterdag Village), the Santa Ynez Valley Cottage Hospital Foundation and the Santa Ynez Valley Foundation (The Valley Foundation, a local community foundation that provides grants and scholarships to nonprofit entities and students in the Santa Ynez Valley and Los Alamos area.

A few ways Bill can serve you:

  • Financial Planning and Investment Advisory services.
  • Individual, Trust, Estate, Non-Profit and Small Business Partnership Corporate and Sole Proprietorship income tax reporting and planning
  • QuickBooks Online and QuickBooks Desktop setup, training and maintenance
  • Estate and Life Event planning
  • Selecting and establishing the best entity type for your new or existing business
  • Accounting and bookkeeping and preparation of financial statements and other useful reports
  • Professional Trustee or Estate Executor
  • Business consulting

Investment and financial planning services are offered by William H. Serritslev through his affiliation with Avantax.