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
"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.
Have you ever received a K-1 form and felt you were handed a cryptic message instead of a straightforward tax document? Or perhaps you didn’t even realize you would receive a K-1 ...
As 2024 winds down, we’re hitting pause (just for a moment!) to celebrate an incredible year. OLarry’s founding year has been nothing short of extraordinary—packed with growth, ...
Entrepreneurs often speak in a language that can be confusing if you are not fluent in ‘founder’. Here, we will help distill and demystify one of the best tax strategies for ...
If you’re looking to get a job at a MAANG (Meta, Apple, Amazon, Netflix, Google) company, you’ll know that one of the allures of their total compensation package is Restricted ...
Charitable giving isn’t just about generosity—it’s also about savvy tax planning. When Ruth L. Gottesman donated $1B of Berkshire Hathaway stock to the Bronx Albert Einstein ...
Homeownership has long been considered one of the best paths to building long-term wealth. Beyond providing you and your family a place to build memories, it is also an accessible ...
With great excitement, we announce the founding and first institutional round of capital for OLarry. Becky, Corey, and I have partnered with Walkabout Ventures (leading the ...
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