Tricia Anderson, EA, has served the tax, QuickBooks, and accounting needs of businesses and nonprofits nationally for over 20 years. Tricia’s financial knowledge combined with her expertise in business and nonprofit operations produces a partnership-like synergy in her clients’ businesses. She and her team are passionate about helping their clients succeed and bring a “can-do” attitude and fun personality to client interactions.
Tricia developed a taste for entrepreneurship after college graduation, when she joined her family as CFO, operating a Boca Raton business deliciously known as The Chocolate Truffle. She enjoyed navigating business operations and financial decisions, which included establishing robust profitability and growth goals, which ultimately positioned it for a successful sale.
As a Certified QuickBooks ProAdvisor, Tricia has been utilizing QuickBooks accounting software for over 30 years. As a partner in her clients’ success, Tricia works closely to perform financial analysis, financial audits, profitability and growth analysis, financial statement preparation, as well as tax planning and preparation. Tricia has a passion for identifying and developing tax strategies to assist clients in making the best possible financial choices for their business and personally. She reduces audit probabilities by eliminating red flag activities, avoids tax penalties, and saves clients thousands of dollars by establishing businesses for the greatest tax benefit. She is also responsible for recommendations and counsel that accelerates cash flow and ensures accurate payroll compliance. Tricia serves clients in the e-commerce, retail, manufacturing, banking, real estate, construction, hospitality, and nonprofit service industries. She is best known for driving innovation and achieving profitability and organizational goals.
Clients value Tricia’s attention to detail, innovation, and problem-solving skills. She feels most accomplished knowing that she provides clients with superior solutions and data so they can make successful business and financial decisions. Tricia is a member of the National Association of Enrolled Agents, the Florida Society of Enrolled Agents, the National Society of Tax Professionals, and the National Society of Accountants. Personally, she enjoys traveling, cooking, and sharing her talent and treasure as a member of Impact 100 Palm Beach County and the Junior League of Boca Raton.
