--- title: Professional Investors description: Tax advisory and support for professional investors. --- [Skip to main content](https://olarry.com/gp-lp-fund-managers#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?hsLang=en) - [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) - [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) - [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) - [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) - [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) # GP's, LP's, Fund Managers Built for those who fight for every basis point. [Get Started](https://olarry.com/lets_talk?hsLang=en)           ##### WHEN TAXES STOP BEING SIMPLE ## Built for the decisions that come with growing **wealth** and **complexity**.   *If you just need straightforward tax* *preparation, we're probably more than you need.* - **You hold carry or a GP stake.** Carried interest, management company income, or fund LP positions. - **A fund event is ahead.** A first close, a realization, a distribution, or a wind-down. - **Your taxes cross state lines.** Moving, recently relocated, or splitting time. - **You want advice before you act.** Not just a return at the end of the year. ## Where experience matters Your situation is unique. The tax challenges aren't. We know how to bring the pieces together. ![yacht-sea-flipped](https://olarry.com/hs-fs/hubfs/background-images/yacht-sea-flipped.webp?width=2000&height=1125&name=yacht-sea-flipped.webp) ### Carried Interest & Section 1061 Carry carries a holding period of its own. We track it at the deal level and structure vesting so long-term treatment holds up when the realization comes. [Protect my carry](https://olarry.com/lets_talk?hsLang=en) ![yacht-sailing](https://olarry.com/hs-fs/hubfs/background-images/yacht-sailing.webp?width=1733&height=1155&name=yacht-sailing.webp) ### K-1 Aggregation & Timing K-1s arrive when they arrive. We normalize every line as they land, work the extension calendar, and keep your planning moving on the numbers already in hand. [Handle my K-1s](https://olarry.com/lets_talk?hsLang=en) ![plane-lake-sunset](https://olarry.com/hs-fs/hubfs/background-images/plane-lake-sunset.webp?width=1732&height=1155&name=plane-lake-sunset.webp) ### Management Company & Owner Planning The management company, the GP entity, and your personal return are one system. We set compensation, elections, and estimates across all three. [Plan across my entities](https://olarry.com/lets_talk?hsLang=en) ![snow-mountain](https://olarry.com/hs-fs/hubfs/background-images/snow-mountain.webp?width=2000&height=1333&name=snow-mountain.webp) ### State Sourcing & SALT Income gets sourced to the states where the fund, the team, and the deals sit. We handle composite filings, PTET elections, and residency so income is sourced consistently and the available credits are claimed. [Plan my SALT position](https://olarry.com/lets_talk?hsLang=en) ## Why founders and executive choose OLarry 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 so much more than a couple of W2s. 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. 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. Lindsay, CEO & Co-Founder Ian, Executive with International Filings Mira, Investment Manager ## What you can expect from us Better service, backed by a better team. ![Walkway](https://olarry.com/hs-fs/hubfs/Walkway.jpg?width=514&height=360&name=Walkway.jpg) ### Better service Advice when you need it. - **Year-round advisory:** Answers before you make the decision, not months later. - **All-inclusive pricing:** Planning, advice, and preparation included; with no meter running. - **One connected view:** Your equity, entities, investments, and life changes considered together. [Learn more](https://olarry.com/lets_talk?hsLang=en) ![Solo boat](https://olarry.com/hs-fs/hubfs/Solo%20boat.jpg?width=514&height=360&name=Solo%20boat.jpg) ### Better team Experience you can rely on. - **Experienced advisors:** Professionals accustomed to complex, high-net-worth tax situations. - **U.S. only team:** Your tax team and your data stay in the U.S. No offshore outsourcing. - **Technology-enabled:** Better visibility, easier communication, and everything in one place. Learn more ## See How OLarry Can Tame Your Taxes Schedule 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?hsLang=en) - [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.