White-glove tax support for businesses & individuals
Unlimited access to tax advice and strategy, previously only accessible to the ultra-high net worth, supported by modern technology.
Tailored for emerging wealth & high net worth individuals and businesses
Whether you are a business owner, investor, executive, or industry leader, we understand that with more success comes more financial complexity. We help you tame and file your taxes to continue growing your wealth and remain compliant for you and your family's future.
Experienced team
As experienced tax specialists, we believe trust and professionalism are paramount to our approach. We stand behind the quality of our work and provide you with the 'why' and 'how' for each recommendation we make.
Customized strategies
Providing a highly responsive and personalized approach, we are not just a once-a-year tax return practice, we take the time to truly listen to your unique challenges and wealth goals, presenting tailored strategies to maximize your future throughout the year.
Scenario planning
With an ever-changing tax landscape, we help you stay ahead of the curve with updates and insights on how changes may help you minimize your tax liability.
User friendly
Our modern approach puts the client first, providing tools and technology to remove documentation confusion and provides transparency throughout the process.
Great customer support is our foundation
"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."
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"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."
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Who we are for
Emerging Wealth
Navigate increasing tax complexity due to multiple income streams and be proactive for potential future events.
- Stock compensation planning
- Trust and estate advisory
- Higher education planning for children
High Net Worth Families
Support your family and build your legacy with holistic tax planning solutions.
- Generational wealth transition and succession planning
- Maximizing efficient charitable donation strategies
- Exit strategies and retirement planning
Founders, Investors & Executives
Ensure your assets are structured to support current financial advantages and long-term growth.
- Early exercise, 83(b), QSBS
- Real estate investments and 1031 exchange
- Foreign reporting compliance
Private Businesses
Leverage the right tax code strategies to maximize ROI and build shared wealth.
- Maximize depreciation deductions
- Multi-state tax compliance
- R&D and other tax credit consulting
Looking to sell your practice?
Our experienced team is quick to close and easy to work with. Letting you create a plan that fits you and your practice’s goals.
Learn moreJoin the future of tax
With all employees having shared ownership, we believe in investing in your career with progressive technology and cross-functional collaboration.
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