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Back-to-School, Back-to-Business: Fall Accounting Tips

As summer winds down and routines fall back into place, autumn is the perfect time to take stock of your finances. Whether you’re a business owner preparing for year-end or a family managing back-to-school expenses, a little planning now can make the months ahead smoother.

For Businesses

  1. Quarterly Review

    • Check your books for accuracy and reconcile accounts before year-end planning begins.

    • Review cash flow and update forecasts to prepare for the holiday season.

  2. Tax Planning

    • Consider deferring income or accelerating expenses if it benefits your 2025 tax position.

    • Review Section 179 and bonus depreciation opportunities for new equipment purchases.

  3. Employee & Payroll Updates

    • Confirm staff information is up to date before year-end filings.

    • Prepare for seasonal hiring needs by reviewing payroll systems and compliance requirements.

For Individuals & Families

  1. Back-to-School Budget Check

    • Track school-related expenses like supplies, technology, and extracurriculars.

    • Look into available education tax credits or 529 plan contributions.

  2. Year-End Tax Prep

    • Organize receipts, charitable contributions, and medical expenses.

    • Review withholding to avoid surprises come tax season.

  3. Holiday Planning

    • Set aside funds for upcoming holiday spending and travel.

    • Think ahead about charitable giving for both personal impact and tax benefits.

Why Fall Planning Matters

Just like the back-to-school season resets routines, fall is your financial reset button. By getting organized now, you’ll avoid the year-end rush, uncover tax-saving opportunities, and head into the holidays with peace of mind.

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CHRISTINA IMPERIOLI

Supervisor, CPA

Christina Imperioli is a Supervisor at Accavallo & Company, LLC, where she specializes in the preparation and review of individual and business tax returns across a variety of industries. With a focus on accuracy, client service, and technical expertise, she plays a key role in helping clients navigate complex tax matters.

She began her career as a Staff Accountant at The Innovative CPA Group, quickly rising through the ranks to Senior Accountant and ultimately Supervisor, demonstrating a strong commitment to professional growth and leadership.

Christina is a Certified Public Accountant and an active member of both the Connecticut Society of CPAs (CTCPA) and the American Institute of Certified Public Accountants (AICPA). She holds a Bachelor of Business Administration in Financial Accounting from Western Connecticut State University.

Throughout her career, she has worked with clients in the real estate, construction, and retail sectors, bringing valuable insight and industry-specific knowledge to every engagement.

Outside of work, she enjoys traveling with her husband and son, spending time with her three dogs—two rescues named Cole and Indigo, and a Brussels Griffon named Louie—and exploring local bookstores. Christina is a passionate reader and podcast enthusiast, she often listens to new episodes during her daily commute.

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Sherri Fisher is a Tax Manager at Accavallo & Company, LLC.  Sherri has longstanding expertise in Trust and Estate Taxation, Eldercare, and Estate planning. Sherri appreciates the relationships she has built with estate planning attorneys and advisors, to provide a team approach to assisting her clients. Sherri also has seasoned experience in business and individual taxation and is partial to assisting start-ups in developing overall accounting and operating plans.

Prior to joining Accavallo & Company, LLC, Sherri was a manager in a large firm, servicing high net worth trust clients, business, and personal clients. She was also a Partner in a large bookkeeping firm, which specialized in cloud accounting systems for regional and national companies. Sherri led a team in assisting clients to organize their accounting systems.  She is a graduate of Florida Atlantic University with a B.S. degree in Accounting.    

Sherri’s experience includes working with companies and organizations in a variety of industries including:

  • Investment Trusts

  • DAPT and Family Investment Partnerships

  • Estate and Probate Administration

  • E-Commerce

  • Manufacturing

  • Construction

  • Real Estate Investment

  • Marketing and Service-based industries

In addition to her professional accomplishments, Sherri is an Intuit Advanced Pro Advisor, Intuit Future Firm Advisory Board member, member of the Valley WIN Network, and proudly served as past Connecticut Public School liaison for the Yale Tommy Fund for Childhood Cancer. Sherri enjoys time with her family, Cleveland sports, thrifting and gardening.