OLarry
Book online
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
Supported client types
Business
Personal
Specialties
VC Funded
Crypto Investor
High Net Worth Individual
Real Estate Investor
Qualified Small Business Stock Holder
Ultra High Net Worth Individual
Services
About OLarry
Employees
Founding year
2024
Rate range
Quarterly: $600 - $100,000
Location
Remote
Support
Dedicated staff for each client
Software
Microsoft Office Suite, Proprietary software/platform, QuickBooks Online, Zoom
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Clients who would be a good fit
Annual income
$100,000 - $500,000 $500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Annual revenue
$100,000 - $500,000 $500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Industry
Advertising & Marketing Consulting & Professional Services
Energy & Sustainability
Finance & Legal
Food & Beverage
Healthcare & Wellness
Hospitality & Travel
Manufacturing & Hardware
Media & Entertainment
Real Estate & Construction
Retail & Ecommerce
Technology & Software
Transportation & Logistics
Non-Profit & Education
Investor, Private Equity, Venture Capital
Energy & Sustainability
Finance & Legal
Food & Beverage
Healthcare & Wellness
Hospitality & Travel
Manufacturing & Hardware
Media & Entertainment
Real Estate & Construction
Retail & Ecommerce
Technology & Software
Transportation & Logistics
Non-Profit & Education
Investor, Private Equity, Venture Capital
Emerging wealth, high-net-worth, clients looking for more white-glove service from their CPA
Clients who would NOT be a good fit
Annual income
-
Annual revenue
-
Industry
-
Publicly traded companies; W-2 only taxpayers
Endorsed by 2 users
Zach Bruhnke
Client for 0-3 months
Jul 18, 2024
Co-Founder & CEO @ MBI
"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"
Ian Bishop
Client for 0-3 months
Jul 18, 2024
VP, Homebound
"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. "
Worked with Corey
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