Accavallo & Company, LLC

2023 Tax Filing: Key Changes from the Latest Tax Bill Update

In a significant move aimed at providing much-needed support and relief, the House recently passed the Tax Relief for American Families and Workers Act of 2024 (H.R. 7024). This comprehensive tax bill, totaling approximately $78 billion, encompasses a range of provisions designed to address various aspects of the tax landscape, from enhancing support for families […]

Connecticut’s Largest Income Tax Cut: A 2024 Breakdown for Taxpayers

Governor Ned Lamont’s proposed tax cuts, labeled as the state’s largest in history, are set to bring relief to an estimated 1 million tax filers, representing 59 percent of all filers. Let’s delve into the details and understand how these changes could impact you. Governor Lamont’s Vision: The tax relief measures, part of a two-year, […]

Converting a Section 529 Plan Balance to a Roth IRA

Roth IRA to 529 Plan

In December 2022, Congress passed the SECURE 2.0 Act, bringing exciting changes to Section 529 plans that can make you rethink how you save for your child’s education. If you’ve been wondering about the best way to prepare for educational expenses while ensuring flexibility and tax advantages, the new 529-to-Roth IRA conversion rule might be […]

Connecticut Expands and Further Defines Sick Leave Under SB2

06 July 2023 Connecticut Expands and Further Defines Sick Leave Under SB-2 On June 26, 2023, Connecticut’s governor signed SB 2, which expands the reasons covered employees can use leave under the state’s paid sick and safe leave law, effective October 1, 2023. Recap on Connecticut Paid Sick and Safe Leave: Connecticut was an early adopter of […]

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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.