High Net Worth Individuals

We can help you:

Coordinate multiple returns: individual, trust, partnership, and corporate filings that all tie back to one balance sheet.
Optimize big liquidity events: timing equity sales, QSBS §1202, installment plans, and AMT exposure.
Cross-border & foreign-asset reporting: residency tests, FBAR/FATCA, and treaty planning to avoid double tax.
Estate & gift-tax minimization: GRATs, IDGTs, valuation discounts, and philanthropic structures that efficiently pass wealth.
Year-round cash-flow & estimate modeling: dialing in quarterly payments so capital stays invested, not overpaid to the IRS.

"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

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.

All-Inclusive Pricing: Customized to your tax planning and filing requirements.
Year-Round Advisory: providing answers before you make the decision.
Experienced Team: Seasoned ultra high net worth advisors.
U.S. Only: Your data and your tax team remain on U.S. soil only.
Tailored Strategies: Optimized to fit your wealth goals.

File and track multiple returns in one place.

Easy uploads and customizable organization.

Proactive data monitoring in transit and at rest.