Accavallo & Company, LLC

Non-Profit & Tax Exempt

Your Mission is Our Mission.

In times of disruption, your organization steps up to help the communities you serve. But to continue your mission, it’s critical to secure and maintain the resources you need to keep your organization healthy. We believe that we have the obligation to serve the communities where we live. 

Our Non-profit and Tax Exempt Services

We understand the trust your community places in you and how many lives depend on your institution’s stability. We have extensive experience working with foundations of every size and focus and we’d love to share our experience and knowledge with your organization. 

  • Audit, tax, and consulting services to tax exempt organizations
  • Financial and investment consulting
  • Strategic analysis and planning
  • Board governance, education, and training

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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.