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Our Q4 Fall Newsletter Is Here!

As the leaves turn and Q4 gets underway, we’re entering the most important planning window of the year. The decisions you make between now and December 31st can shape your 2026 tax picture and set the tone for the 2027 filing season, and our latest newsletter is packed with information to help you make the most of it.

In this issue, you’ll find upcoming Q4 and early 2027 tax deadlines, practical year-end planning tips, what the One Big Beautiful Bill Act means for your 2027 filing, and a closer look at 100% bonus depreciation. We’ve also included helpful IRS tools to keep you organized year-round, including how to set up your free IRS Online Account and download the official IRS2Go app.

We also have plenty to celebrate. Accavallo & Company has achieved Elite ProAdvisor status with QuickBooks Online, and we’re excited to welcome William Simon as our newest Audit Manager. Plus, we spotlight our banking partner, The First Bank of Greenwich, and share highlights from our Nourish Bridgeport donation drive and the Sacred Heart University Accounting & Finance Fair.

Download: Q4 Fall 2026 – ACO Compass Newsletter

Have questions about anything in this issue, or ready to start your year-end planning conversation? Reach out to our team anytime at [email protected].

We’d love to hear from you!

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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.