Personalized tax support for emerging wealth & high net worth

Unlimited access to tax advice and strategy, previously only accessible to the ultra-high net worth, supported by modern technology.

 

Book a time to talk 

Unlimited Advisory

All flat fee plans include access to unlimited advisory support—no more surprise bills or looking at the clock when speaking to your accountant.

Same day response

We won’t leave your questions unanswered, but we don’t cut corners. We continue to dig deeper to find the right answer and keep you in the loop along the way.

Beyond traditional tax

Founded by experienced ultra-high-net-worth CPAs, technology executives, and investment bankers, unlocking access to wider support and expertise.


 

No hourly rates, simply year-round access and support

For each tax year, we include:
  • All required federal & state filings
  • Unlimited advisory access
  • Quarterly filings
  • Year-end planning
  • IRS notice management

Individuals

For single, married filing jointly/separately or head of household. Starting from:

$2,600

Businesses

C Corp, S Corp or Partnership
Starting from:

$3,200

Great customer support is our foundation

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.

Zach Bruhnke

Co-Founder & CEO @ MBI

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 Bishop

VP, Homebound

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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