Sarah Bradley CPA PLLC is a financial advisory and accounting firm based in Raleigh, NC. It provides tax optimization and compliance, cash flow and wealth sustainability, equity compensation structuring, legacy and philanthropic planning, education funding strategies, and risk management and protection solutions.
The firm is led by Sarah Bradley, CPA, Personal Financial Specialist, and Accredited Estate Planner, who has 20 years of experience and previously worked at a Big 4 firm and Edwards Bradley PC. The firm serves clients across the US and emphasizes integrity, trust, excellence, and kindness.
20 years of experience
Multiple degrees from NC State
Former Big 4 and Edwards Bradley PC background
Fiduciary commitment
Forbes Best-in-State CPA (2025) and Forbes America's Top 200 CPAs
Services
Tax Optimization and Compliance
Navigate the complexities of tax regulations for you, maximizing your financial potential while ensuring compliance.
Cash Flow and Wealth Sustainability
Craft effective strategies that enhance your wealth, securing your lifestyle today and for generations to come.
Equity Compensation Structuring
Provide personalized guidance on optimizing your equity awards, aligning them seamlessly with your broader goals.
Legacy and Philanthropic Planning
Design a legacy plan that reflects your values and leaves a positive impact on your community.
Education Funding Strategies
Create thoughtful education funding plans to empower future generations, ensuring they have the tools they need to succeed.
Risk Management and Protection Solutions
Tailor comprehensive risk management strategies to your unique circumstances, protecting what you have built.
Credentials & Certifications
CPA
Personal Financial Specialist
Accredited Estate Planner
2025 Forbes Best-in-State CPAs (NC)
Since 2025
Forbes America's Top 200 CPAs
Since 2024
Forbes Top 40 Under 40, CPA Practice Advisor
Since 2022-2024 (three consecutive years)
Frequently Asked Questions
What services does Sarah Bradley CPA PLLC offer? +
Tax optimization and compliance, cash flow and wealth sustainability, equity compensation structuring, legacy and philanthropic planning, education funding strategies, and risk management and protection solutions.
Where is the firm located? +
8480 Honeycutt Rd, Suite 200, Raleigh, NC 27615. The firm also works with clients across the US.
What are the firm's core values? +
Integrity and professionalism, trust and accountability, excellence and ingenuity, and kindness and fun.
Who is Sarah Bradley? +
Sarah Bradley is a CPA, Personal Financial Specialist, and Accredited Estate Planner with 20 years of experience and multiple degrees from North Carolina State University.
Does the firm work with clients outside North Carolina? +
Yes, the firm works with clients across the US.
What is the financial journey process? +
Step 1: Connect with us. Step 2: Clarify your goals. Step 3: Establish your strategy with regular reviews.
