Skip to main content

Is private client tax advisory right for you? Take the quiz

Sign in
Lets Talk

K-1 Investors

From capital calls to distributions, we help you handle the tax decisions a portfolio of K-1s creates.
Get Started
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.

  • Your K-1s arrive by the dozen.
    10+ per year, across funds, syndications, and operating partnerships.
  • You owe tax on income you never received.
    Capital calls, phantom income, and distributions that never line up.
  • 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

K-1 Volume & the Extension Calendar

Ten late K-1s means one late return. We track what is still outstanding, build the estimate on what has arrived, and work the calendar so filing is a decision rather than a scramble.

Get ahead of my K-1s
yacht-sailing

Phantom Income & Estimated Payments

Allocated income is taxable whether or not it ever reaches your account. We size the estimates against what the portfolio is likely to throw off, so the bill is planned for and not discovered.

Plan ahead
plane-lake-sunset

Nonresident Filings & State Credits

A dozen partnerships can put you on the hook in a dozen states. Composite returns, withholding, and resident credits each change the answer, and they interact.

Review my state filings
snow-mountain

Basis & At-Risk Tracking

Basis moves every year with income, losses, and distributions, and nobody notices until a position is sold. We keep it tracked so the gain at exit is the real number.

Track my basis

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

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
Solo boat

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
lioness-cutout
callout-image-overlay

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.