5.0
Average rating
3
Client Reviews
$2.5K to $50K
Annual Fixed Fee
$1M
Minimum Annual Revenue
$1M
Minimum Annual Income
What Our Clients Say
5.0
3 Client Reviews
Ian Bishop
July 18, 2024
5.0
Experience working with OLarry
OLarry has been awesome. I'm so happy to have found a tax solution that is way more "white glove" than the big online services, but still feels incredibly modern, tech enabled and flexible for my unique tax situation.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Zach Bruhnke
July 18, 2024
5.0
Experience working with OLarry
OLarry is the accounting platform I have wished for since what feels like the beginning of time. They strike an excellent balance between personal touch and technology and truly make you feel like their only client throughout all your interactions
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Meet The Team Behind OLarry
Corey Heldreth, CPA
Co-Founder and CPA
Corey has spent 15+ years working closely with High-Net-Worth and Ultra HNW individuals and businesses as a CPA and trusted tax advisor.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$1,000,000
Minimum Annual Income
$1,000,000
Specialties We Work With
Services We Offer
✔ Bookkeeping
✔ International Tax Services
✔ Tax Preparation
✔ Individual Tax Preparation
✔ Mergers and Acquisitions
✔ Tax Planning & Strategy
✔ Tax Resolution & IRS Representation
✔ Fractional CFO Services
✔ Business Tax Preparation
✔ Trust & Estate Planning
✔ Budgeting & Forecasting
Our Ideal Client Profile
Emerging wealth, high-net-worth, Ultra HNW, founders, international, investors, clients looking for more white-glove service from their CPA
OLarry's Tech Stack
About 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
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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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
