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FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
CPA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
OLarry
Tame your taxes and hold on to more of your wealth. We provide clients with emerging wealth, a tax advisory and preparation service previously reserved for only ultra-high-net-worth clients. Letting you navigate increasing tax complexity due to multiple income streams and proactively plan for your future.
No hourly rates, simply year-round access and support customized to your tax planning and filing requirements.
Flat rate pricing that includes: - Unlimited advisory time - All required federal & state filings - Quarterly filings - Year-end planning - IRS notice management
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Specialties
Service Pricing
Annual Fixed Fee
$2,500 to $50,000
Hourly Rate
$200 to $650
Subscription
$2,500 to $50,000
Project-Based Fee
$2,500
Client Type
Meeting Options
Video meetings
Phone
Client Portal/Online Platform
Email
In person meetings
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Clients who would be a good fit
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Emerging wealth, high-net-worth, founders, international, investors, clients looking for more white-glove service from their CPA
Clients who wouldNOTbe a good fit
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Publicly traded companies; W-2 only taxpayers
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.