Skip to main content
Sign in
Lets Talk

Our Services

 

 

 

 

 

 

World‑class tax mastery for founders, investors, and families.

 

 

OLarry 2

Personal Taxes

We orchestrate every return, entity, and election, providing high-net-worth individuals with proactive tax strategies that protect and grow their wealth.
OLarry 1

Businesses

We deliver full-stack tax services for partnerships, corporations, and LLCs,  encompassing entity design, multi-state compliance, allocation waterfalls, and PTET-driven SALT savings on a calendar that finance professionals can trust.
OLarry 5

Trusts & Estates

We coordinate with estate counsel on transfer strategies and align investment, philanthropic, and family goals for tax-efficient wealth continuity.

OLarry 7

Closely‑Held Businesses

We design tax-efficient structures, manage intercompany considerations, and develop annual plans that strike a balance between distributions, compensation, and long-term growth.
OLarry 10 (1)

Multi-State Tax Compliance

Apportionment, nexus, and filing done right.  We handle part-year and nonresident returns, composite filings, PTET regimes, and ongoing state notice/audit defense.
OLarry 6

Real Estate Asset Management

From first acquisition to exit: cost segregation and depreciation strategy, 1031 exchange coordination, real-estate professional status planning, passive/active loss management, and cash-flow-aware compliance across entities and states.
OLarry 9

U.S. Tax Compliance for Foreign Assets

Comprehensive U.S. reporting for global lives and portfolios. We manage FBAR, FATCA (Form 8938), foreign entity/partnership filings, foreign tax credits, treaty positions, and streamlined procedures when needed.
OLarry 8

Family & Charitable Gift Planning

Thoughtful gifting and philanthropy with airtight compliance. Annual and lifetime exemption planning, charitable vehicles (DAF/CRT), coordinated 709 filings, and multi-year strategies to transfer wealth while meeting family objectives.
OLarry 4

Crypto & Digital Asset Investors

Institutional-grade tracking and reporting for digital assets. 8949 reconciliation, staking/DeFi income treatment, NFT and token events, loss-harvesting strategy, and robust documentation.

"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."

"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'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."

Mira, Investment Analyst
Ian, Executive with International Filings
Lindsay, CEO & Co-Founder

See How OLarry Can Tame Your Taxes

Book 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.