OLarry
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
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
Clients who would be a good fit
Emerging wealth, high-net-worth, founders, international, investors, clients looking for more white-glove service from their CPA
Clients who wouldNOTbe a good fit
Publicly traded companies; W-2 only taxpayers
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.
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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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.
