Professional Investors

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.

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

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

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

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

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.

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.

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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.

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