Flat fee pricing that
includes unlimited advisory access
No hourly rates, simply year-round access and support customized to your tax planning and filing requirements.
Individuals
For single, married filing jointly/separately or head of household
Starting from:
$2,600
For each tax year, we include:
- All required federal & state filings
- Unlimited advisory access
- Quarterly filings
- Year-end planning
- IRS notice management
Businesses
C Corp, S Corp or Partnership
Starting from:
$3,200
For each tax year, we include:
- All required federal & state filings
- Unlimited advisory access
- Quarterly filings
- Year-end planning
- IRS notice management
Services Include
For Individuals
- Tax Planning, Consulting and Compliance
- Stock Compensation – ISO, RSU, ESPP
- Foreign Tax Reporting, Compliance and Consulting
- Gift and Fiduciary Income Tax Return Preparation
- Multi-State Tax Compliance
- Real Estate
- Multi-State Tax Compliance
- Quarterly Estimate Planning and Consulting
- Family and Charitable Gift Planning
- Trust and Estate Planning – Including referrals to Estate Attorneys
For Businesses
- US Tax Compliance and Planning
- Foreign Tax Reporting and Compliance
- Multi-State Tax Compliance
- Various Tax Elections Consulting
- Accounting Consulting
- C-Corps & S-Corps
- Bookkeeping
- Investment Partnerships
- Closely Held Business Entities
- Real Estate Entities
Add-On Services
Trusts, Estate & Gifts
R&D Credits
Single-Member LLCs
Bookkeeping
Our commitment to our customers
Trust
As owners, we are here for you, providing you with the resources and network to reach your financial goals.
Education
As advisors, we take the time to explain the why and how to answer each of your questions.
Accuracy
As professionals, we pay attention to detail and stand behind the quality of our work.
Efficiency
As innovators, we provide a modernized process and speak in plain language.
FAQs
How is pricing calculated?
Your annual fee consists of a flat fee for each tax form that needs to be filed to support your business or individual, federal and state tax returns. We customize this based on your prior years’ returns and a consultation regarding any additional changes that need support.
What if I want to cancel?
You are free to cancel at any time within the tax year of your service; please email us at membership@olarry.com.
Do you file taxes?
Yes, that’s 100% what we’re here to help you with!
Can you help with both my business and individual taxes?
Yes, we can customize our plans to fit your personal and business needs as either single or separate plans.
Will my OLarry Tax Advisor be licensed?
Yes, all OLarry Tax Advisors are fully licensed and IRS-compliant. While licenses can vary between CPAs, IRS Enrolled Agents, and Tax Attorneys, the IRS grants each of these licenses the same authority for Tax Preparation.
My bookkeeping is a mess can you help me clean it up?
Yes, we’re happy to help clean up your accounting so it’s tax filing-ready.
I got a letter from the IRS can you help?
Yes, all IRS notification management is included in the cost of your annual subscription.
What if I get audited?
We’ll work with you and the IRS to resolve any issues.
