Tricia Anderson, EA, has served the accounting and tax needs of businesses and nonprofits nationally for over 23 years. Tricia’s financial knowledge, combined with her expertise in business and nonprofit operations, produces a partnership-like synergy in her clients’ organizations. She and her team are passionate about helping their clients succeed and bringing a “can-do” attitude and fun personality to every client interaction. 

In 2002, Tricia founded P.T. Anderson, Inc., a boutique accounting and tax firm dedicated to the success of business and nonprofit clients. Over the next 22 years, she grew the firm with a strong reputation for excellence and client partnership. In pursuit of expansion, P.T. Anderson merged with KSDT-CPA in 2024, a full-service, Miami-based accounting and advisory firm known for its personalized approach and commitment to helping businesses and individuals achieve financial clarity and growth. As a Partner in KSDT’s Boca Raton office, Tricia is responsible for the establishment and growth of the firm’s Client Accounting Services division.  

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 that ultimately positioned the business for a successful sale. 

As a strategic advisor, Tricia works closely with her clients to provide financial analysis, profitability, and growth planning. She specializes in helping clients define long-term financial goals and implement clear, actionable strategies for sustainable growth and organizational success. Her work reduces audit risks, improves cash flow, and positions businesses to thrive financially. She has a passion for identifying and developing accounting and tax strategies to accelerate cash flow. She assists clients in making informed financial decisions that are best suited for both their business and personal lives. 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 to support confident business and financial decisions. 

Personally, Tricia 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.