Accavallo & Company, LLC

Joseph is a manager with Accavallo & Company LLC and has diversified experience in public accounting. His experience in public accounting includes managing attest engagements, participating in mergers and acquisitions, developing tax savings strategies for both individual and corporate clients and business development tactics.  He has actively participated in the annual audits of not-for-profit organizations, attest engagements for mid-size corporations and construction contractors. Prior to working with Accavallo & Company, LLC, Joseph worked with other accounting firms, managing audit and accounting engagements, reviewing individual and corporate tax returns and developing client relationships. Joseph is a licensed Certified Public Accountant in the State of Connecticut.

Joseph is a graduate of Southern Connecticut State University, where he received his Bachelor of Science degree in Accounting. He continued his education at the University of Massachusetts Lowell, where he received his Master’s in Business Administration degree with a concentration in finance.

Joseph is a member of the Connecticut Society of Certified Public Accountants (CSCPA) and the American Institute of Certified Public Accountants (AICPA).

 

 

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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.