Accavallo & Company, LLC

Audit & Assurance

In a rapidly evolving business and regulatory environment, the right guidance is more important than ever.

Our staff’s wide-ranging experience in both the private and public accounting sectors enables us to help you determine the most effective services for your organization. We are committed to making a vital contribution to the success of your business. Through our accounting and audit services areas, we work with clients on multiple levels working to keep you moving forward with critical information you will need to make informed decisions.

WE OFFER AUDIT AND ASSURANCE SERVICES IN THE FOLLOWING AREAS:

INTERNAL AUDITS

We help businesses manage the complex terrain of federal income tax matters.

COMPILATIONS & REVIEWS

We have dedicated state and local tax specialists so businesses can focus on their obligations.

SEC ADVISORY

We help corporations of all sizes manage and minimize tax risk and liabilities.

EMPLOYEE BENEFIT PLANS

We have experienced auditors to handle the audit of your employee benefit plan.

AGREED UPON PROCEDURES

We strive to minimize our client's tax burden whenever possible and ensure we grow your business.

FINANCIAL PERFORMANCE ASSESSMENT

We work collaboratively with organizations to develop strategies that minimize tax burdens.

ATTESTATION ENGAGEMENTS

We audit a wide variety of engagements.

AND MORE ASSURANCE SERVICES

We continue to provide exceptional service for high net-worth individuals and groups.

HOW CAN WE HELP YOUR BUSINESS MOVE FORWARD?

Contact us today and speak with one of our industry experts.

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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.