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Flat fee pricing that includes unlimited advisory access

 

No hourly rates, simply year-round access and support customized to your tax planning and filing requirements.

Annual prices starting from:

INDIVIDUALS

2,500/yr

  • Federal & state filings
  • Unlimited advisory access

  • Quarterly filings

  • Year-end planning

  • IRS notice management

BOOK A CALL
BUSINESSES

3,500/yr$900/y

  • Federal & state filings

  • Unlimited advisory access

  • Quarterly filings

  • Year-end planning

  • IRS notice management

BOOK A CALL
TRUSTS & ESTATES

2,500/yr

  • Federal & state filings

  • Unlimited advisory access

  • Quarterly filings

  • Wealth transfer planning

  • Beneficiary tax advisory

BOOK A CALL
Final pricing is based on the complexity of your return. 

Need help with your individual, business, and trust?

We've got you covered. OLarry is built to handle all of your interconnected, complex returns in one place; so every filing works together and nothing gets missed.

Talk to our Founder

Proactive Customer Support is Our Foundation

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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.

Mira

Investment Analyst
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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.

Ian

Executive with International Filings
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We're entrepreneurs with complex accounting needs. 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

Still got questions?

Don't see your question answered here? Book a time to chat to see how we can help you.

How is pricing calculated?

We customize the pricing based on the complexity of your tax situation. We use your prior years’ return(s) as a baseline and combine them with any additional needs you've raised during your initial consultation.

Do you file taxes?

Yes, that’s 100% what we’re here to help you with! But we'll also help you plan for filing during the year. 

I got a letter from the IRS can you help?

Yes, all IRS notification management is included in the annual subscription cost.

Will my OLarry Tax Advisor be licensed?

Yes, all OLarry Tax Advisors are fully licensed and IRS-compliant. While licenses can vary between CPAs, IRS Enrolled Agents, and Tax Attorneys, the IRS grants each of these licenses the same authority for Tax Preparation.

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.