Business Details
50+ Years
experience
Expert Accounting Solutions for Small Businesses in Boca Raton
P.T. Anderson is a boutique accounting firm specializing in small business solutions, offering expert services that provide clients with peace of mind. With over 70 years of combined experience, we handle compliance, deadlines, financial forecasting, and more, allowing clients to focus on their core operations. Our team prioritizes client success by delivering tailored accounting, tax planning, payroll, and CFO services.We leverage cutting-edge technology for paperless operations and process improvements, ensuring accuracy and efficiency. Our commitment to proactive tax planning and audit preparation helps businesses minimize liabilities while maximizing growth. As a trusted partner, we celebrate client achievements and maintain a client-centric approach, fostering long-term relationships built on reliability and expertise.
Services
Accounting
QuickBooks
Payroll
CFO Services
Taxes
Tax Compliance
Process Improvement
Business Insight
Tax Planning
Audit Preparation
Details
- Year established: 1954
Highlights and features
- We have over 70 years of experience providing expert accounting and QuickBooks advice.
- Our enthusiastic team of accountants, bookkeepers, and CPAs offers personalized support.
- We prioritize client needs with tailored accounting solutions and success-driven strategies.
What people say
Invaluable asset
Attention to detail
Proactive approach
Exceptional customer support
Highly recommend
Services
Accounting
We provide expert accounting services to ensure accurate financial records and compliance. Our team handles day-to-day transactions, financial reporting, and reconciliation, giving businesses clarity and confidence in their financial health. By leveraging modern technology, we streamline processes to save time and reduce errors.
Payroll
Our payroll services ensure compliance with evolving tax laws and labor regulations. We manage payroll processing, tax filings, and employee onboarding, freeing businesses from administrative burdens. With direct deposit and cloud-based approval systems, we simplify payroll management while minimizing penalties for errors.
QuickBooks
We offer QuickBooks setup, training, and troubleshooting to optimize accounting efficiency. Our ProAdvisor-certified team customizes software solutions for accurate financial tracking and reporting. By identifying and correcting data errors, we ensure clean records and efficient year-end tax preparation.
CFO Services
Our CFO services provide strategic financial guidance for cash flow management, profitability analysis, and budgeting. We help businesses implement internal controls, improve processes, and make data-driven decisions to enhance long-term growth and operational efficiency.
Taxes
We specialize in tax compliance and proactive planning to minimize liabilities. Our services include preparing individual, corporate, and estate tax returns, along with audit support. By staying updated on tax law changes, we ensure clients maximize deductions while avoiding penalties.
People
Tricia Anderson
Founder and Owner
Tricia Anderson, EA, founded the firm to address small business accounting needs in Palm Beach and Broward Counties. With decades of experience, she specializes in tax strategy, QuickBooks optimization, and financial planning.
Sherlley Baptiste
Lead Accountant
Sherlley joined in 2017, bringing expertise in accounting and client relations. She oversees financial reporting and ensures compliance, leveraging her skills to streamline client operations.
Jovie Cabasan
Certified Public Accountant
Jovie, a CPA with experience as a Chief Accountant, specializes in corporate tax and financial reporting. She joined in 2023 to enhance the firm's advisory and compliance capabilities.
Pamela R. McLellan
Accounting Director
Pam, a QuickBooks ProAdvisor since 2012, leads accounting operations. Her focus on process improvement and client training ensures efficient financial management for small businesses.
Dustin L. White
Tax Accountant
Dustin joined in 2023, specializing in tax preparation and compliance. With a background in accounting from Southeastern Oklahoma State University, he provides expertise in individual and corporate tax strategies.
Questions
What is the difference between an employee and a contractor?
The IRS evaluates behavioral control, financial control, and relationship type. Employees are subject to task-specific direction, while contractors control their work methods.
Can I give an employee a bonus via check?
Bonuses are subject to payroll taxes. Writing a $1,000 check could cost $1,200–$1,300 due to gross-up taxes; running it through payroll is more efficient.
How long should tax documents be retained?
Keep records for 3 years unless exceptions apply, such as unreported income (6 years) or fraud (indefinitely). Employment tax records require 4 years.
Is sales tax required for out-of-state purchases?
Florida requires 6% use tax on untaxed out-of-state purchases, including online or international orders, to comply with state revenue laws.
