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
Zach Bruhnke
July 18, 2024
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
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
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Client Type
Services Offered
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
Meeting Options
Video meetings
Phone
Client Portal/Online Platform
Email
In person meetings
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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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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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.
