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Individuals & Families

 

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Family-first, year-round tax planning for complex lives.

Simply Better Service

Navigate increasing tax complexity due to multiple income streams and be proactive for potential future events. Support your family and build your legacy with holistic tax planning solutions.

  • Stock Compensation – ISO, RSU, ESPP
  • Gift and Fiduciary Income Tax
  • Multi-State Tax Compliance
  • Family and Charitable Gift Planning
  • Foreign Tax Reporting & Compliance

  • Trust and Estate Planning

Where experience matters

Your situation is unique. The tax challenges aren't. We know how to bring the pieces together.

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Gifting & Generational Transfers

Use the annual exclusion and the lifetime exemption on purpose, and file the 709 when it is required. We model the transfer before you make it, not after.

Plan a transfer
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Trust & Fiduciary Income

The 1041, the distributions, and your 1040 are one system. We coordinate them so income lands where you intended and nothing gets taxed at trust rates by accident.

Coordinate my trusts
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Estates & Inherited Assets

On what you inherit, we document the step-up in basis and sort out what is actually taxable before you sell. On what you plan to leave, we work alongside your attorney so the tax side of the plan holds together.

Plan the handoff
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Residency & Multi-State

Split your time and each state has its own test for who belongs to it. We track the days, handle the nonresident returns, and if a move is coming, time it so the state you are leaving cannot claim income it should not.

Plan my residency

 

 

 

 

 

"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

Explore our Articles

Learn about strategies to make your taxes work for you. 

See How OLarry Can Tame Your Taxes

Schedule a free consultation with our experienced team today.

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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.