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Tech Founders & Executives

 

From early grants to liquidity, we'll help you navigate tax choices that shape your future.

Early exercise & 83(b) elections

Timing matters. We help you evaluate when and how to early-exercise based on your vesting, personal cash flow, and risk tolerance. Then, we walk you through the 83(b) election so you can start the long-term capital gains clock early.

QSBS qualification & tracking

The QSBS exemption is powerful, and has been recently updated. We guide you on what qualifies, flag red flags like entity changes or secondary sales, and keep you aware of the five-year mark so you can plan ahead with confidence.

 

 

 

 

 

Liquidity‑Event Forecasts

Before you sign a term sheet, we model multi‑state and AMT impacts on tenders, secondaries, or full exits—so you know your exact net cash due.

Residency & Domicile Optimization

We map statutory tests, create break‑residency dossiers, and time your move to legally cut state tax rather than merely defer it.

"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

Simply Better Service

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.

  • 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 we can tame your tech taxes.

 Get a free consultation with our experienced team today.