Accavallo & Company, LLC

FAQ

The power of industry experience is perspective – perspective we bring to help you best leverage your own capabilities and resources.

How do I find the amount of my Child Tax Credit payments?

For child tax credit inquiries, go to IRS.gov, and find the Child Tax Credit Update portal, then find "Manage Advance Payments." You will need to set up an IRS account if you don't have one.

I need an electronic copy of my tax returns. How do I get that?

All copies of tax returns are available through our secure Client Portal. To register for access, please email [email protected] to request an Onvio registration link or call us at 203-925-9600. If you prefer to receive copies by email, send your request to [email protected] and include the following details: Your full name (and spouse’s name, if applicable), Your current address, The specific tax year(s) you need. We’ll verify your request and email the returns to you. If you’d like us to send them to a third party, please include their full name, company (if applicable), and email address.

What are the benefits of working with a tax professional?

Working with a tax professional offers several benefits, including personalized guidance to maximize deductions and credits, ensuring compliance with tax laws, and reducing the risk of errors on your return. Tax professionals can also provide strategic tax planning, represent you in case of audits, and save you time by managing the complexities of tax filings.

Where's my refund?

To check your federal refund status, visit IRS.gov and select "Get Your Refund Status." From there, click on "Where's My Refund?" and follow the prompts to enter your personal information. For Connecticut refund status, go to portal.ct.gov/drs. Under the "For Individuals" section, click on "Where's My Refund?" and follow the steps to view your refund timeline.

How long does it take to receive my tax refund?

The time it takes to receive your tax refund depends on how you filed. For e-filed returns with direct deposit, refunds typically arrive within 21 days. Paper returns or those opting for a mailed check may take 6 to 8 weeks. Processing times can also be affected by the IRS's workload and any errors or issues with your return.

Can you help with tax planning for next year?

Yes, we offer comprehensive tax planning services to help you prepare for the upcoming year. Our team will work with you to minimize your tax liability, take advantage of applicable deductions and credits, and develop strategies to optimize your financial situation.

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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.