Accavallo & Company, LLC

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TESTIMONIALS

At Accavallo & Company LLC, we value the trust our clients place in us and take pride in the positive impact we’ve had on their financial journeys. Our Testimonials page highlights the experiences of those we’ve had the privilege to serve. From personalized tax strategies to comprehensive financial planning, hear firsthand how our commitment to excellence, integrity, and client-focused service has made a difference in their success.

Success Stories from our Clients

Welcome to our testimonial page, where our clients speak for us. At Accavallo & Company, LLC, we understand the complexities of tax law and the importance of trust when it comes to managing your finances. But don't just take our word for it – hear from those we've helped navigate the maze of tax regulations and maximize their returns. From individuals to businesses, our clients share their stories of how we've provided expert guidance, personalized strategies, and peace of mind during tax season and beyond. Join them in experiencing the difference with Accavallo & Company, LLC.

I was referred to Accavallo & Co in 2018 and I am grateful for that referral. Working with Marilyn Ferris and Joe Markarian over the years has been great. They have both been responsive in helping me with tax questions and advice. I just received a reply from Joe today that will help me to plan the sale of some investments, and Joe has been helping with an IRS problem over the last couple of years. The IRS finally acknowledged that the tax return was prepared correctly and I got a refund. No one likes to get a letter from the IRS, but it was much less stressful because Joe handled the correspondence. Accavallo & Co has prepared tax returns for me, my mother, and now also for my sister. I travel a lot outside the country and it has been easy to do my taxes remotely. Accavallo has even set up estimated tax payments for me when necessary. Accavallo has made every step of the tax process convenient and stress-free. After working with with Joe and Marilyn over the years, I have complete confidence in their tax preparation and I depend on their tax advice and help with questions.

Alexander K. Client

I am extremely grateful for the exceptional support and expertise provided by Marilyn Ferris during a challenging audit. Her guidance and professionalism were invaluable in navigating through the audit process smoothly and successfully resolving all issues. Thanks to her diligent work and dedication, we emerged from the audit with a positive outcome. I highly recommend her services to anyone in need of reliable and skilled accounting support. Thank you for your outstanding assistance!

Melissa Pucci Discount Fence of Connecticut, LLC

After 36 years in business, Sumner Communications has been working with Joe Markarian for just over the last three. In that time, he has deeply altered our awareness of what a superior accountant can do for a business. Joe is thorough, creative, meticulous, and always ON TIME with his work. When I have dumb, repetitive questions, he responds with patience, thoughtfulness, and understanding of MY lack thereof. Joe makes our financial life at SCI intelligible, straightforward, and most importantly, confidence inspiring. He is proactive when he needs to be, and always has a firm grip on new laws, rules and regulations, and the strange vagaries of the IRS. Joe has my enthusiastic recommendation to any business seeking the best in this field. I now use him for my personal accounting and tax work as well, and I am still a free man.

E. Scott Sumner Sumner Communications

I am lucky enough to have nothing to do with our taxes other than sign where I'm told. My husband, John, however, is very pleased to be working with Joe Markarian whom he finds to be both extremely competent and responsive. Unfortunately, that was not the experience he had with our prior accountants whose errors resulted in fines for us. John (and, therefore, I) place much confidence in Joe who makes the annual task of filing tasks as pleasant as possible.

Marth & John K. Clients

I've had the pleasure of working with Karen Bodnar for several years, and I can't speak highly enough of her exceptional service. Karen consistently goes above and beyond for her clients, ensuring that every detail is handled with care and professionalism. She’s very pleasant and is genuinely committed to client satisfaction. Whether it's tax preparation, financial planning, or general accounting advice, Karen and her team are always reliable, knowledgeable, and ready to help. I wholeheartedly recommend Accavallo & Company, LLC to anyone in need of top-notch accounting services.

Wayne Browning, President The Mercury Group

Choosing a fiduciary tax advisor is an important decision. Sherri is that trusted advisor I would always want as part of a client's team. Her deep knowledge and experience in this, and all tax and estate matters, is readily apparent. The firm communicates advice in a clear, concise and thoughtful way. Equally as important and less often encountered with similar advisors is their compassion and understanding of a client's situation. You know Accavallo & Company cares about what matters to you.

Jay Pinto, CFP® Summit Planning Group, LLC

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We hope you have had a positive experience working with Accavallo & Company, LLC. Your feedback is incredibly important to us, and we would love to hear about your experience working with us.

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About Accavallo & Company, LLC

Accavallo & Company, LLC services a diversity of clients and we recognize that each client has individual financial needs. We are able to provide the knowledge and expertise necessary to succeed in today’s competitive market place.
Learn More

Office Location:

1000 Bridgeport Avenue, Suite 410, Shelton, CT 06484

Telephone

203-925-9600

Email

[email protected]

RingCentral

(619) 573-1696

Office Hours:

Monday - Friday: 8:30 AM to 5:00 PM

We are open on Saturdays starting from the second week in February to April 15th from 9:00 AM to 1:00 PM.

Extended evening hours are available upon request.

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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.