--- title: "OLarry: Tame Your Taxes" image: https://olarry.com/hubfs/Lara%20Left%20Look.jpg --- [Skip to main content](https://olarry.com#main-content) Is private client tax advisory right for you? [Take the quiz](https://olarry.com/private-client-quiz?hsLang=en) [![OLarry Blue Logo](https://olarry.com/hubfs/OLarry%20Blue%20Logo.svg)](https://olarry.com) - [Show submenu for Who We Serve Who We Serve](https://olarry.com/who-we-serve) - [Individuals & Families](https://olarry.com/individuals-families) - [Businesses](https://olarry.com/businesses_taxes) - [Founders & Tech Executives](https://olarry.com/tech-founders-and-executives) - [GP, LP & Fund Managers](https://olarry.com/gp-lp-fund-managers) - [Real Estate Investors & Operators](https://olarry.com/real-estate-investors) - [Trusts & Estates](https://olarry.com/trusts-and-estates) - [Family Office & Private Wealth](https://olarry.com/family-office) - [K-1 Investors](https://olarry.com/k-1-investors) - [Owner-Operated Businesses](https://olarry.com/owner-operated-businesses) - [View All Expertise](https://olarry.com/who-we-serve) - [Pricing](https://olarry.com/pricing) - [Resources](https://resources.olarry.com) - [Our Technology](https://olarry.com/technology) - Show submenu for Company Company - [About](https://olarry.com/about-olarry) - [Show submenu for Careers Careers](https://olarry.com/careers) - [Tax](https://olarry.com/tax-careers) - [Selling Your Firm](https://olarry.com/selling-your-firm) - [Partners](https://olarry.com/partner) - [Contact](https://olarry.com/contact-us) Open main navigation Close main navigation - Show submenu for Who We Serve Who We Serve - Who We Serve - [Who We Serve](https://olarry.com/who-we-serve) - [Individuals & Families](https://olarry.com/individuals-families) - [Businesses](https://olarry.com/businesses_taxes) - [Founders & Tech Executives](https://olarry.com/tech-founders-and-executives) - [GP, LP & Fund Managers](https://olarry.com/gp-lp-fund-managers) - [Real Estate Investors & Operators](https://olarry.com/real-estate-investors) - [Trusts & Estates](https://olarry.com/trusts-and-estates) - [Family Office & Private Wealth](https://olarry.com/family-office) - [K-1 Investors](https://olarry.com/k-1-investors) - [Owner-Operated Businesses](https://olarry.com/owner-operated-businesses) - [View All Expertise](https://olarry.com/who-we-serve) - [Pricing](https://olarry.com/pricing) - [Resources](https://resources.olarry.com) - [Our Technology](https://olarry.com/technology) - Show submenu for Company Company - Company - [About](https://olarry.com/about-olarry) - Show submenu for Careers Careers - Careers - [Careers](https://olarry.com/careers) - [Tax](https://olarry.com/tax-careers) - [Selling Your Firm](https://olarry.com/selling-your-firm) - [Partners](https://olarry.com/partner) - [Contact](https://olarry.com/contact-us) - [Sign in](http://app.olarry.com/) [Lets Talk](https://olarry.com/lets_talk) [Sign in](http://app.olarry.com/) [Lets Talk](https://olarry.com/lets_talk?hsLang=en) # Complex Tax, Proactively Handled Your year-round tax partner, focused on your goals, not just documents. Delivering strategies that build enduring wealth for both people and businesses. [Schedule a Call](https://olarry.com/lets_talk?hsLang=en) ##### As featured in ![Axios](https://olarry.com/hs-fs/hubfs/Axios.png?width=120&height=40&name=Axios.png) ![Fortune](https://olarry.com/hs-fs/hubfs/Fortune.png?width=120&height=40&name=Fortune.png) ![Yahoo finance](https://olarry.com/hs-fs/hubfs/Yahoo%20finance.png?width=120&height=40&name=Yahoo%20finance.png) ![WSJ](https://olarry.com/hs-fs/hubfs/WSJ.png?width=120&height=40&name=WSJ.png) ![Morningstar](https://olarry.com/hs-fs/hubfs/Morningstar.png?width=120&height=40&name=Morningstar.png) ## Over 5000 clients across the U.S. "We sought an accounting partner to help us with our more complicated tax filings.  We found the right partner with OLarry.  The communication is clear.  The personalized tax strategy is bespoke.  The deadlines are timely and met." Mira Investment Analyst "The team at OLarry aligned itself with our needs and goals, from optimizing tax strategy to filing corporate, investment, and personal returns. We're excited to have finally found a team that 'gets it' when it comes to managing for so much more than a couple of W2s." Lindsay CEO & Co-Founder "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." Ian Executive with International Filings ## Simply Better Service Building real wealth isn’t a once‑a‑year task;  it’s a year‑round partnership. We stay in your corner through every financial decision, tailoring strategies to your goals, tapping decades of experience, and wrapping it all in clear, all‑inclusive pricing. [Schedule a Call](https://olarry.com/lets_talk?hsLang=en) - **All-Inclusive Pricing:** Customized to your tax planning and filing requirements. - **Year-Round Advisory:** providing answers before you make the decision. - **Experienced Team:** Advisors seasoned in advising ultra-high-net-worth individuals. - **U.S. Only: **Your data and your tax team remain on U.S. soil only. - **Tailored Strategies: ** Optimized to fit your wealth goals. ## Guiding and growing wealth for families, founders, funds, and firms. ![Slider Boat](https://olarry.com/hubfs/Slider%20Boat.svg) ### Individuals & Families Protect and grow your legacy with proactive and personalized tax strategies for long-term wealth preservation. [Learn more](https://olarry.com/individuals-families?hsLang=en) ![Slider Ski](https://olarry.com/hubfs/Slider%20Ski.svg) ### Businesses Scale with confidence using strategic tax positioning that simplifies compliance & long term goals. [Learn more](https://olarry.com/businesses_taxes?hsLang=en) ![Slider Marin 2](https://olarry.com/hubfs/Slider%20Marin%202.svg) ### Founders & Tech Executives Navigate the complexities of equity compensation, ISOs, and liquidity events with a partner that understands the high-growth tech landscape. [Learn more](https://olarry.com/tech-founders-and-executives?hsLang=en) ![Slider Boat 1](https://olarry.com/hubfs/Slider%20Boat%201.svg) ### GP, LP, Fund Managers Expert handling of carried interest and complex reporting, designed to meet the rigorous demands of the investment fund lifecycle. [Learn more](https://olarry.com/gp-lp-fund-managers?hsLang=en) ![Slider Island](https://olarry.com/hubfs/Slider%20Island.svg) ### Real Estate Investors & Operators Maximize portfolio ROI through specialized strategies for 1031 exchanges, cost segregation, and multi-state investment structures. [Learn more](https://olarry.com/real-estate-investors?hsLang=en) ![Slider Plane Seat (2)](https://olarry.com/hubfs/Slider%20Plane%20Seat%20(2).svg) ### Trusts & Estates Ensure a seamless transfer of wealth with tax-efficient planning that honors your legacy and minimizes multi-generational friction. [Learn more](https://olarry.com/trusts-and-estates?hsLang=en) ![Slider Plane Seat (1)](https://olarry.com/hubfs/Slider%20Plane%20Seat%20(1).svg) ### Private Wealth & Family Office A dedicated, white-glove extension of your team providing holistic tax oversight for the unique needs of ultra-high-net-worth portfolios. [Learn more](https://olarry.com/family-office?hsLang=en) ![Slider sail](https://olarry.com/hubfs/Slider%20sail.svg) ### K-1 Investors Streamline the logistics of complex, multi-jurisdictional filings with modern technology and a team that masters the details of K-1s. [Learn more](https://olarry.com/k-1-investors?hsLang=en) ![Slider Rope](https://olarry.com/hubfs/Slider%20Rope.svg) ### Owner-Operated Businesses Bridge the gap between business performance and personal wealth with integrated tax strategies tailored to the entrepreneurial lifestyle. [Learn more](https://olarry.com/owner-operated-businesses?hsLang=en) ### Powered by Modern Technology ![Access Keys](https://olarry.com/hubfs/Access%20Keys.svg) ##### Multiple Returns, One Location File and track multiple returns in one place.   ![document](https://olarry.com/hubfs/document.svg) ##### Flexible Document Management Easy uploads and customizable organization.  ![System Security](https://olarry.com/hubfs/System%20Security.svg) ##### Security by Design Proactive data monitoring in transit and at rest. ## Explore our Articles From corporate structure to charitable donations, learn about strategies to make your taxes work for you.  [How Fund Managers Avoid the 3-Year Carry Trap: A Technical Guide to Section 1061](https://resources.olarry.com/how-fund-managers-avoid-the-3-year-carry-trap-a-technical-guide-to-section-1061?hsLang=en) [Investors](https://resources.olarry.com/tag/investors?hsLang=en) [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) Section 1061 has transformed carried interest into a high-stakes timing calculation where a few months can mean the difference between a preferential 20% rate and a 37% ordinary ... [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) [READ ARTICLE](https://resources.olarry.com/how-fund-managers-avoid-the-3-year-carry-trap-a-technical-guide-to-section-1061?hsLang=en) [Mastering Multiple K-1s: Logistics for Leaders](https://resources.olarry.com/mastering-multiple-k-1s-logistics-for-leaders?hsLang=en) [Investors](https://resources.olarry.com/tag/investors?hsLang=en) [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) This article provides a strategic framework for managing the logistical and technical complexities inherent in high-volume K-1 portfolios. It details the specific structural ... [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) [READ ARTICLE](https://resources.olarry.com/mastering-multiple-k-1s-logistics-for-leaders?hsLang=en) [OLarry Uses AI and Acquisitions to Modernize One of Tech’s Most Resistant Industries](https://resources.olarry.com/olarry-uses-ai-and-acquisitions-to-modernize-one-of-techs-most-resistant-industries?hsLang=en) [Press Release](https://resources.olarry.com/tag/press-release?hsLang=en) [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) While much of the accounting industry is still experimenting with AI demos and pilot programs, OLarry is already running core tax workflows on production systems and growing fast ... [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) [READ ARTICLE](https://resources.olarry.com/olarry-uses-ai-and-acquisitions-to-modernize-one-of-techs-most-resistant-industries?hsLang=en) [OLarry Raises $10 Million in Series A Funding](https://resources.olarry.com/olarry-raises-10-million-in-series-a-funding?hsLang=en) [Press Release](https://resources.olarry.com/tag/press-release?hsLang=en) [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) Round led by TTV Capital will expand company’s AI capabilities and fund the acquisition of CPA practices. [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) [READ ARTICLE](https://resources.olarry.com/olarry-raises-10-million-in-series-a-funding?hsLang=en) [Demystifying the K-1 Tax Form: What You Need to Know](https://resources.olarry.com/demystifying-the-k-1-tax-form-what-you-need-to-know?hsLang=en) [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) Have you ever received a K-1 form and felt you were handed a cryptic message instead of a straightforward tax document? Or perhaps you didn’t even realize you would receive a K-1 ... [OLarry ![OLarry](https://olarry.com/hubfs/Olarry%20logo.svg)](https://resources.olarry.com/author/olarry?hsLang=en) [READ ARTICLE](https://resources.olarry.com/demystifying-the-k-1-tax-form-what-you-need-to-know?hsLang=en) [A Year of Big Wins: OLarry’s Journey So Far](https://resources.olarry.com/a-year-of-big-wins-olarrys-journey-so-far?hsLang=en) [Eric Rachmel ![Eric Rachmel](https://olarry.com/hubfs/660d713041686f20f7821f13_eric-rachmel-1.jpg)](https://resources.olarry.com/author/eric-rachmel?hsLang=en) As 2024 winds down, we’re hitting pause (just for a moment!) to celebrate an incredible year. OLarry’s founding year has been nothing short of extraordinary—packed with growth, ... [Eric Rachmel ![Eric Rachmel](https://olarry.com/hubfs/660d713041686f20f7821f13_eric-rachmel-1.jpg)](https://resources.olarry.com/author/eric-rachmel?hsLang=en) [READ ARTICLE](https://resources.olarry.com/a-year-of-big-wins-olarrys-journey-so-far?hsLang=en) ## See How OLarry Can Tame Your Taxes Book a free consultation with our experienced team today. [Lets Talk](https://olarry.com/lets_talk?hsLang=en) ![lioness-cutout](https://olarry.com/hs-fs/hubfs/lioness-cutout.webp?width=524&height=658&name=lioness-cutout.webp) ![callout-image-overlay](https://olarry.com/hs-fs/hubfs/cotton.webp?width=2880&height=736&name=cotton.webp) [![OLarry White Logo](https://olarry.com/hubfs/OLarry%20White%20Logo.svg)](https://olarry.com) - [Privacy Policy](https://olarry.com/privacy-policy) - [Terms of Use](https://olarry.com/terms-of-use) - [Contact Us](https://olarry.com/contact-us) ©2026 OLarry, Inc. All rights reserved.  - - OLarry employs certified public accountants and tax experts. OLarry is not a public accounting firm.   According to the regulations of the Internal Revenue Service, a taxpayer can only rely on formal written advice. Any tax advice received during a consultation does not meet these requirements. The tax advice provided here is not intended or written to be used for the purpose of avoiding federal tax penalties or promoting, marketing, or recommending any tax-related matters to another party.