Your Year-End Tax Planning Checklist: What Small Businesses Should Do Before December 31
The best time to cut your 2026 tax bill is the next 12 weeks, not next April. Once December 31 passes, most of the moves
October 6, 2026
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The best time to cut your 2026 tax bill is the next 12 weeks, not next April. Once December 31 passes, most of the moves
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
If you’ve been hearing about the One Big Beautiful Bill Act (OBBBA) but aren’t quite sure what it means for you, you’re not alone. Signed
This summer, our team put together something we think will genuinely help our clients — three free, downloadable workbooks designed to take the guesswork out
If you’ve bought equipment, machinery, vehicles, or made improvements to your building recently, you’ve probably heard that Washington brought back “100% bonus depreciation” for good.
If your year-end tax planning conversation usually happens in December, this year is a good one to move it up. With several provisions of the
As 2026 extension season continues, several important federal filing deadlines are approaching. Below is a summary of the key dates, what they cover, and the
Labor Day is this week, and for many businesses, the holiday season has already begun. Retailers are placing inventory orders. Restaurants are planning for seasonal
Financial fraud targeting individuals and families has become widespread enough that it now regularly comes up in discussions among accounting and financial professionals. At a
You’ve probably heard a lot about artificial intelligence lately, and tax preparation is one of the places it’s showing up fastest. If you’ve wondered whether
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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.
