Your referrals have helped us grow—now it’s our turn to show our appreciation.
At Accavallo & Company LLC, we provide clients with access to an extensive network of trusted legal, advisory, banking professionals. When clients come to us, they benefit from our expert accounting services and the guidance of top-tier specialists for legal advice, investment advisory and financial planning, and banking and finance. We strive to build a team that you can depend upon in all aspects of your business and personal finances.
Our firm connects clients with a team of professionals, ensuring they receive well-rounded solutions to their complex legal, banking and financial needs.
In addition to our legal and business network, we also partner with investment advisory and financial planning experts who help clients manage, grow, and protect their wealth. Through our collaboration, we ensure that clients' financial strategies are aligned with their long-term goals, providing them with:
Tailored strategies that focus on wealth accumulation, retirement planning, and risk management.
Personalized investment advice, from portfolio management to asset allocation.
Strategies designed to minimize taxes and maximize after-tax returns, working seamlessly with your financial and legal plans.
Our banking partners play a vital role in helping clients with their financial needs, both for personal and business growth. By working with our trusted banking affiliates, clients can access a range of banking products and services that support their financial health, including:
Our banking partners provide customized financing solutions for businesses, from working capital loans to equipment financing and commercial real estate loans, helping businesses manage cash flow, grow operations, and scale effectively.
Individual clients benefit from a variety of personal loan options, including mortgages, home equity lines of credit, and personal loans, helping them achieve their personal financial goals, whether it’s buying a home or managing debt.
Businesses gain access to cash management tools and services, such as merchant services, payroll solutions, and fraud prevention, to streamline operations and ensure financial stability.
Our banking partners also offer a variety of investment products to help both businesses and individuals grow their wealth, from savings accounts to high-yield investments, ensuring clients can make their money work harder for them.
Here are some key benefits you can expect from partnering with us:
With our specialized skills and extensive experience, we bring a deep understanding of estate and trust taxation, probate accounting, gift taxes, and tax research, ensuring compliance and maximizing tax efficiency for your clients.
Outsourcing estate and trust services to us allows you to free up valuable time and resources that can be redirected toward client acquisition, retention, and business development.
By entrusting us with the technical aspects of estate and trust engagements, you can focus on nurturing and growing your client relationships, while we handle the back-end complexities.
We believe in a collaborative approach, working closely with clients, attorneys, advisors, and your firm personnel to ensure a smooth and efficient process. Our goal is to provide exceptional service while building a trusted referral relationship.
At Accavallo & Company , we believe that success is built on collaboration. By partnering with us, you gain access to an extensive network of trusted professionals, each dedicated to supporting your clients’ diverse needs. Whether it’s navigating legal complexities, crafting tailored financial strategies, or accessing business and personal banking solutions, our team is here to ensure seamless, effective outcomes.
Our professional partnerships provide you with the expertise and resources needed to enhance your service offerings, strengthen client relationships, and drive business growth—all while maintaining the trust and integrity of your client relationships. We handle the technical, specialized aspects, so you can focus on what you do best: providing exceptional value and service to your clients.
Let us be the resource you can count on. Together, we’ll unlock new opportunities, drive success, and build lasting relationships that benefit both your clients and your firm.
Connect with us to join our Affiliate Network and unlock a world of resources, collaboration, and mutual growth opportunities tailored to elevate your client services and strengthen professional relationships.
(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.
Extended evening hours are available upon request.
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.
