Accavallo & Company LLC provides the latest blog posts and news updates on trends, regulations, and best practices in the tax and accounting industry. Stay informed with expert analysis and timely updates tailored to support businesses and individuals navigating financial challenges.
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Year-round Form 1099 & W-9 Compliance: Your Guide to Staying IRS-Compliant As a business owner, staying compliant with IRS regulations is crucial to avoid penalties
Running a business is no small feat, and one of the major challenges many business owners face is managing the overwhelming amount of paperwork, software,
Trusts in General Trusts are utilized by individuals to efficiently transfer their assets to their loved ones, while minimizing estate tax implications. Establishing a properly
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
IRS Suspends New Employee Retention Credit Processing Amid Concerns Over Questionable Claims On September 14, 2023, the Internal Revenue Service (IRS) took action to halt
In the world of finance and accounting, the construction industry stands as a unique and challenging sector. Unlike traditional accounting, which deals with routine business
Trust administration is a multifaceted process that demands careful attention to detail, compliance with legal requirements, and effective communication with all stakeholders. To ensure that
Financial statements serve as a vital source of information for investors, fostering transparency and accountability within organizations. Beyond their external use, they are essential tools
Employee vs. Independent Contractor Classifications The classification of workers as either employees or independent contractors is a critical issue with far-reaching legal, economic, and social
Every Nonprofit Needs a Comprehensive Disaster Plan Throughout this summer, hardly any region in the United States has been spared from some form 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.
