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Owner-Operated Businesses

From how you pay yourself to how you exit, we help you handle the tax decisions ownership creates.
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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 own the business and you run it.
    An S corp, a partnership, or a few entities that all connect.
  • Something is changing at the business.
    A standout year, a partner coming or going, a new entity, or a sale on the horizon.
  • 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.

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Entity Structure & Elections

S corp, partnership, or C corp is a math question, not a preference. We run it against your actual numbers, including what it does to your personal return, before anything gets filed.

Model my structure
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Owner Compensation & QBI

Reasonable salary, distributions, and the QBI deduction all move together, and the right answer changes as the business grows. We work the split every year rather than setting it once.

Structure my compensation
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Retirement & Owner Savings

For most owners the business is the retirement plan. A solo 401(k), a SEP, or a cash balance plan each move a very different amount, and the right one depends on your numbers.

Compare the plans
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Planning the Exit

Asset sale or stock sale changes what you keep, and the structure gets set long before the LOI. We model the allocation, the installment terms, and what lands on your personal return.

Plan the exit

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.
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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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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.