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Tag: Mid-year tax planning

Free Tools for You: Three Workbooks to Help You Stay Ahead

This summer, our team put together something we think will genuinely help our clients — three free, downloadable workbooks designed to take the guesswork out of financial planning. Whether you’re running a small business or just trying to get a handle on your own finances before year-end, these tools walk you through the process step […]

Mid-Year Tax Planning: 5 Moves Small Businesses Should Make Before December

Mid-year is one of the most important times for small business tax planning—but it’s often skipped. By the time December arrives, most decisions are locked in. A quick check-in now can help you adjust early and avoid surprises later. Here are five key moves to make before year-end. Recheck Your Profit and Tax Outlook Start […]

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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.