Carol M. Small, CPA, MBA
Carol joined the team in 2022 as the firm’s Tax Director. As a licensed CPA and Certified QuickBooks ProAdvisor and Trainer, Carol has been serving the tax industry and working with QuickBooks accounting software for nearly two decades. She serves clients in many industries, always with a passion for assisting small business owners to navigate their taxes and financials. Carol is adept at recognizing issues and resolving problems quickly and effectively and is an incredible leadership asset to our team as well as to our clients.
Prior to joining P.T. Anderson, Carol worked as a Tax Manager, Senior Staff Accountant and Small Business Advisor at accounting firms in Pennsylvania. Clients appreciate her collaborative, enterprising, and creative problem-solving skills. Led by her expert financial management and extensive general ledger accounting and tax experience, Carol always demonstrates professional integrity and attention to detail. As Tax Director, she leads by example, always placing the client’s priorities at the forefront of developing solutions. An example of this was when she employed a research and development tax credit specialist for a client, resulting in tax savings of over $15,000.
Carol was born in Elizabethtown, and moved to Pennsylvania where she resides today. While attending the University of Maryland’s campus in Guam, she earned a Bachelor of Science Degree in Business Management with an emphasis in accounting and then attended Brenau earning a Master of Business Administration. When she is not working with clients, Carol spending time with her family and children, playing tennis, and knitting and is a fan of the Pittsburgh Penguins.