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Making Tax Time Easier with Secure Document Sharing

In today’s digital world, technology plays a key role in simplifying the tax preparation process. By using secure tools to share documents and communicate with your accountant, you can help ensure your tax return is prepared accurately, efficiently, and on time. At Accavallo & Company, we encourage clients to take advantage of our secure Onvio […]

Year-End Tax Checklist: Documents Your CPA Will Ask For

As the year comes to a close, a little preparation now can save time, money, and stress later. Meeting with your tax advisor before year-end is one of the smartest financial moves you can make—but only if you come prepared. Gathering the right documents ahead of time allows your advisor to identify tax-saving opportunities, avoid […]

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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.