Business Details
17 Years
experience
Your Trusted Partner for Accounting Solutions in Shelby, NC
Sara Lynn Little CPA, CPA, PLLC has provided personalized accounting solutions since 2009, specializing in tax planning, financial strategy, and assurance services. Our firm prioritizes client relationships, offering tailored guidance to individuals and businesses across multiple states. With combined expertise from McGladrey LLP and local practice, we deliver national-standard accounting with community-focused service.Our professionals maintain active CPA certifications through annual continuing education and participate in industry organizations like AICPA and NCACPA. We serve diverse industries including real estate, healthcare, and legal practices, emphasizing ethical standards and practical financial solutions.
Services
Tax Planning
Accounting Services
Financial Planning
Details
- Year established: 2009
Highlights and features
- Client-oriented with step-by-step interaction
- Personalized action plan development
- Trustworthy, ethical and reliable service
- Local firm with national resources
- Diverse client specialties across multiple states
Services
Tax Planning
We provide comprehensive tax planning and preparation for individuals and businesses. Our services cover sole proprietorships, partnerships, and S/C corporations. We ensure compliance while optimizing tax strategies for maximum savings.
Accounting Services
Monthly, quarterly, and annual bookkeeping services include general ledger postings and payroll management. We offer compilation and review financial statement engagements for businesses requiring assurance services.
Financial Planning
Our financial planning assists clients with retirement, estate, and succession planning. We develop strategies for managing complex financial affairs and achieving long-term financial goals through personalized guidance.
People
Sara Lynn Little CPA
CPA
Established the firm in 2009 after 23 years with McGladrey LLP. Holds B.S. and MBA from UNC Charlotte. Active member of AICPA, NCACPA, and Shelby Breakfast Rotary.
Lea Lail Gragg
CPA
Brings 20+ years of experience. Joined practice after working with McGladrey LLP. Holds B.S. in Business Administration from Gardner-Webb University. Specializes in tax and accounting services.
Molly Dellinger
Accountant
Graduated from NC State with double majors in Accounting and Business Administration. Holds Masters in Accounting. Joined practice in 2016 after regional firm experience.
Questions
What accounting services do you offer?
We provide tax planning, financial statement preparation, bookkeeping, payroll services, and financial planning for individuals and businesses.
Do you serve businesses outside North Carolina?
Yes, we serve clients in South Carolina, Georgia, Florida, Tennessee, and Virginia through our remote service capabilities.
How do you handle complex tax situations?
Our CPAs specialize in multi-tiered business structures and complex financial scenarios, ensuring compliance while optimizing tax benefits.
What industries do you specialize in?
We work with real estate, medical practices, retail, wholesale, engineering firms, and law practices across multiple states.
How can I schedule a consultation?
Contact us at 704-487-4391 or visit our Shelby office at 403 S. Lafayette St. to discuss your accounting needs.
