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Real Estate Investors & Operators

 

Built for those who protect their yield with proactive tax strategy.

Deal & Entity Structuring

Pick the right LLC/LP setup and align promotes/waterfalls for tax-efficient returns.

Exchanges, OZ & Exits

Plan 1031/installment sales, manage recapture, and use Opportunity Zones where they fit.

 

 

 

 

 

Depreciation Acceleration

Cost-seg and bonus/179 to boost cash yield; smart repairs vs. improvements.

Passive-loss & NIIT Relief

REPS, grouping elections, and short-term rental rules to curb 3.8% NIIT.

What does an OLarry Advisor do?

Building real wealth isn’t a once‑a‑year task;  it’s a year‑round partnership. We stay in your corner through every financial decision, tailoring strategies to your goals, tapping decades of experience, and wrapping it all in clear, all‑inclusive pricing.

  • Transaction modeling & clocks — after-tax IRR, 45/180-day 1031 tracking, and exit projections.
  • Cost seg & method changes — coordinate studies, file 3115s, track 481(a), and maintain 4562 schedules.
  • Returns & compliance — 1065/1120-S/1040 (Sched E), state filings where properties sit, 8824/4797/6252, 8960/8990, OZ reporting.
  • Capital accounts & waterfalls — basis/at-risk tracking, promote hurdles, distributions, and quarterly estimates aligned to cash flow.

Why Smart Investors Choose OLarry

"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

"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

"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

Simply Better Service

  • All-Inclusive Pricing: Customized to your tax planning and filing requirements.

  • Year-Round Advisory: providing answers before you make the decision.

  • Experienced Team: Seasoned ultra high net worth advisors.

  • U.S. Only: Your data and your tax team remain on U.S. soil only.

  • Tailored Strategies:  Optimized to fit your wealth goals.

See How OLarry Can Tame Your Taxes

Schedule a free consultation with our experienced team today.

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