Accavallo & Company, LLC

Tax Planning & Business Advice

Accavallo & Company, LLC is committed to helping our clients realize savings through efficient tax compliance and effective tax planning. We emphasize timely communication and a team approach to servicing our clients’ needs. Hands-on tax partner and tax specialist involvement is provided to ensure that our clients receive the most experienced and in-depth technical expertise that we have to offer.

Our skilled CPAs are experts in all types of tax, including individual, business, nonprofit and more. We’ll help you or your organization develop the best tax strategy, avoid penalties and take advantage of as many credits and deductions as you can. 

WE OFFER TAX PLANNING AND BUSINESS ADVICE IN THE FOLLOWING AREAS:

Federal Tax Matters

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

STATE AND LOCAL TAX

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

CORPORATE TAX

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

FAMILY WEALTH SERVICES

Our tax professionals can help you and your family with all of your estate and trust needs.

TAX INCENTIVES AND CREDITS

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

NON-PROFIT

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

FINANCIAL MANAGEMENT

Our services aim to provide you with the resources and expertise to help you effectively manage your money.

PRIVATE CLIENT AND MORE

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.

Dual Heading Example

Insert a meaningful line to evaluate the headline.

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.