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Year-End Tax Planning: Why September Is the Right Time to Start

If your year-end tax planning conversation usually happens in December, this year is a good one to move it up. With several provisions of the One Big Beautiful Bill Act (OBBBA) now fully in effect for 2026, there’s more to model — and less time to react once the calendar turns to Q4. A few […]

Upcoming Extension Deadlines: What Clients Need to Know

As 2026 extension season continues, several important federal filing deadlines are approaching. Below is a summary of the key dates, what they cover, and the most common pitfalls to flag with clients. Key Federal Deadlines Deadline Applies To Form September 15, 2026 Extended calendar-year partnership and S corporation returns Form 1065, Form 1120-S September 15, […]

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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.