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We Support the Teams Who Support the Best

From wealth advisors and law firms to family offices, fractional CFOs, and HR teams, we plug in wherever tax questions surface. Elevating the service you give clients and employees.

Interested in Partnering?

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What to Expect

High-Touch
Communication

Provide a high‑touch tax strategy to amplify the value you deliver to every client.

Tech-Enabled,
Human-First

A modern client experience, powered by AI but keeping the human in the loop.

True Partner
Alignment

We act like a true partner because we want your clients to stay for the long term.

Seamless Tax Support For Your Clients

We deepen the expertise you already deliver while giving your clients a single, trusted source for sophisticated tax insight. Sharpening advisors’ strategies, aligning legal and fund structures, and keeping every finance handoff surprise-free.

  • RIAs & Wealth Managers

  • VC's, Fund Managers & Family Offices

  • Attorneys & Law Firms

  • Bookkeepers & Fractional CFOs

QSBS2@2x

Effortless Tax Guidance For Employees

From live employee seminars  to answering equity and relocation questions in plain English, and providing year-round tax guidance. Your employees get clarity and confidence, and you get fewer late-night comp questions.

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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.