Accavallo & Company, LLC

COMMUNITY

At Accavallo & Company, we believe in giving back to the communities we serve. Through ongoing initiatives like our seasonal donation drives and partnerships with local non-profits, we strive to make a meaningful difference. Whether it’s supporting those in need or encouraging our community to care, we are proud to contribute to the well-being of our community.

Contributions to Our Community

At Accavallo & Company, community service is a core value that drives everything we do. We believe that giving back to the community not only strengthens our relationships but also reflects the integrity and dedication we bring to our work. By actively engaging in local initiatives and supporting nonprofits, we strive to make a meaningful impact beyond financial services. Whether through volunteer efforts or charitable donations, we are committed to helping our community thrive, just as we are committed to helping our clients succeed.

Boys and Girls Club of LNV

We extend our heartfelt gratitude to our community for their generous contributions to the Shelton Boys & Girls Summer Camp donation drive. Thanks to your support, we provided essential art supplies, gym equipment, and more! Your kindness has made a significant impact, enriching the camp experience for countless children. Thank you for making a difference!

Stratford Animal Rescue Donation Drive

Accavallo & Company, LLC completed our donation drive for the Animal Rescue Society in April. If you would like to learn more about how to donate please visit the link here: https://bit.ly/3PrFyrl

2023 Christmas Toy Drive

Accavallo and Company joined the 2023 Community Christmas, bringing joy to Stratford families in need with a fantastic toy drive. Huge thanks to our team, Debbie Clancy from TD Bank, and Allied Universal for making a massive difference in children's lives this season. Your incredible support made it all possible!

Friday, May 19th, 2023 was a fun day for us all.  We began our outing at Adventure Escape Manor.  Here we put our heads together for “Clue at the Manor”, where we searched for clues as to who stole the family jewels and the prized Faberge Egg!  Thankfully, we have some very smart detectives on our staff and we were able to find the Egg and escape within the allotted time.

After our escape, we enjoyed some social time and lunch at Market Place.

 
 

On October 4th, 2022, Accavallo & Company attended the Breast Cancer Awareness Bingo fundraiser at The Hops Company!  A good time was had by all, with lots of food, drink and bingo fun.  We even had a winner!!

On November 11th, 2022, we enjoyed our Company Outing at Pinstripes!  Bocce, Bowling and great food and drink…what a great time!

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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.