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Tag: Personal Finance

Florida Weighs Biggest Property Tax Changes in Years

Florida has long been known for its taxpayer-friendly environment, thanks in large part to its lack of a state income tax. Now, state lawmakers are considering one of the most significant property tax reforms in the country—one that could influence tax policy well beyond Florida’s borders. While these changes would apply only to Florida property […]

Why Every Taxpayer Should Have an IRS Online Account

Managing your taxes no longer has to mean waiting on hold, mailing paperwork, or wondering when you’ll hear back from the IRS. An IRS Online Account gives taxpayers secure, 24/7 access to important tax information, making it easier than ever to stay informed and manage your tax responsibilities. Whether you need to check the status […]

Trump Accounts: Everything New Parents Need to Know

A new savings program called “Trump Accounts” is launching July 4, 2026, to help families start investing for children early. Eligible children may receive a $1,000 government contribution to get started. What Is a Trump Account? A Trump Account is a tax-advantaged investment account for children under 18. A parent or guardian manages it until […]

Roth IRAs: The Pros and Cons You Need to Know

When it comes to retirement planning, a Roth Individual Retirement Account (IRA) is one of the most powerful tools available. Unlike traditional IRAs, Roth IRAs are funded with after-tax dollars, which means your contributions aren’t tax-deductible up front—but the trade-off can be significant long-term advantages. Before opening one, it’s important to understand both the benefits […]

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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.