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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After a challenging 2023, merger and acquisition activities across various sectors are seeing a resurgence in 2024. If you’re considering purchasing a business, achieving the
As we approach the halfway mark of the year, it’s crucial to evaluate your company’s financial health through interim financial reporting. These midyear financial statements
Many businesses aim to increase profitability by boosting sales of products and services. However, higher sales volumes don’t always lead to higher net profits, especially
Bringing a new partner into your business is a significant step, and it comes with various financial and legal implications. To illustrate, let’s consider a
Considering alternative investments for your not-for-profit entails a thorough evaluation of potential risks and rewards, especially in light of their distinct tax implications. While these
It’s common for partners to cover expenses related to their partnership’s business operations, particularly in service-oriented partnerships like architecture or law firms. These expenses might
As a leading tax firm specializing in nonprofit organizations, we understand the critical importance of comprehensive risk management for not-for-profit leaders. While you diligently protect
When it comes to financial fraud, nonprofits often operate on thin margins, making every dollar crucial to their mission. While it’s encouraging that nonprofits typically
While the typical strategy for businesses is to defer taxable income to subsequent years and expedite deductions in the current year, there are instances where
If your business hasn’t embraced a retirement plan yet, now might be the perfect opportunity. The current retirement plan regulations offer generous tax-deductible contribution allowances.
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(619) 573-1696
We are open on Saturdays starting from the second week in February to April 15th from 9:00 AM to 1:00 PM.
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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.
