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Trusts & Estates

From funding a trust to the final distribution, we help you handle the tax decisions trustees and executors face.

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WHEN TAXES STOP BEING SIMPLE

Built for the decisions that come with growing wealth and complexity.

 

If you just need straightforward tax

preparation, we're probably more than you need.

  • You are responsible for a trust or an estate.
    As trustee, as executor, or as the family member everyone turned to.
  • The responsibility just became yours.
    A new appointment, a trust that turned irrevocable, or an estate to settle.
  • Your taxes cross state lines.
    Moving, recently relocated, or splitting time.
  • You want advice before you act.
    Not just a return at the end of the year.

Where experience matters

Your situation is unique. The tax challenges aren't. We know how to bring the pieces together.

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Fiduciary Returns & Distribution Timing

A trust reaches the top tax rate at a fraction of the income a person does, so where income sits at year end changes the result. We work through the distribution decision with you before the year closes.

Plan the distributions
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Estate Administration

The estate return carries deadlines and elections that are easy to miss and hard to revisit. It matters that whoever is advising you has seen these decisions before they close.

Review the estate return
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Basis, Valuation & Inherited Assets

When assets change hands, basis resets, and the valuation documented now decides the tax bill years from now. These choices get made once, so they are worth weighing while they are still open.

Talk through the basis
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Trust & State Exposure

A trust can be claimed by the state where it was created, the state where the trustee sits, and the state where the beneficiaries live. More than one can be right at the same time.

Confirm where the trust is taxed

Why founders and executive choose OLarry

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 so much more than a couple of W2s.
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 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.
Lindsay, CEO & Co-Founder
Ian, Executive with International Filings
Mira, Investment Manager

What you can expect from us

Better service, backed by a better team.

Walkway

Better service

Advice when you need it.

  • Year-round advisory: Answers before you make the decision, not months later.
  • All-inclusive pricing: Planning, advice, and preparation included; with no meter running.
  • One connected view: Your equity, entities, investments, and life changes considered together.
Learn more
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Better team

Experience you can rely on.

  • Experienced advisors: Professionals accustomed to complex, high-net-worth tax situations.
  • U.S. only team: Your tax team and your data stay in the U.S. No offshore outsourcing.
  • Technology-enabled: Better visibility, easier communication, and everything in one place.
Learn more

 

 

 

 

 

 

See How OLarry Can Tame Your Taxes

Schedule a free consultation with our experienced team today.

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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.