5.0
Average rating
5
Client Reviews
$2.5K to $50K
Annual Fixed Fee
$1M
Minimum Annual Income
$1M
Minimum Annual Revenue
What Our Clients Say
5.0
5 Client Reviews
Shrikant Kshirsagar
December 24, 2025
Current client since 2024
5.0
Reason for working with OLarry
Trustworthiness from Sam's List
Experience working with OLarry
Great experience so far, they've been very communicative and proactive.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Great experience so far, they've been very communicative and proactive.", "author": "OLarry", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Brad O'Hara
December 19, 2025
Current client since 2024
5.0
Reason for working with OLarry
OLarry has been awesome. Frequent and great communication, very knowledgeable, very helpful in figuring out a complicated situation.
Experience working with OLarry
We started working with OLarry in 2024 for a handful of tax purposes We have been very happy with their ability to 1) optimize our taxes and find savings 2) provide constant communication 3) deliver filings on time and 4) help plan for our future
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "We started working with OLarry in 2024 for a handful of tax purposes We have been very happy with their ability to 1) optimize our taxes and find savings 2) provide constant communication 3) deliver filings on time and 4) help plan for our future", "author": "OLarry", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
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.
