Accountant

    OLarry

    Accountant

    Private client white glove tax strategy, built for emerging wealth, high net worth, and ultra-high net worth individuals who demand more than the traditional tax experience offers.

    Nationwide, California2 years in business39 employees$1M+ income | $1M+ revenue minimum

    About OLarry

    The goal is simple: keep more of what you've built. We provide a tax advisory and preparation service previously reserved for only ultra-high-net-worth clients. We help you navigate increasing tax complexity across multiple income streams and plan proactively for your future. All-inclusive, flat-rate pricing with no hourly rates. Your engagement covers unlimited advisory time, all required federal and state filings, quarterly filings, year-end planning, and IRS notice management. Built for emerging wealth, high net worth, and Ultra HNW individuals, founders, international clients, and investors who expect more from their Tax Advisor.

    Services offered

    BookkeepingBudgeting & ForecastingBusiness Tax PreparationEstate PlanningIndividual Tax PreparationInternational Tax ServicesMergers and AcquisitionsTax Planning & StrategyTax PreparationIRS Representation & Tax ResolutionAdvisory Services

    Client specialties

    SMB OwnersQSBS HoldersSolopreneursDigital NomadsVC Backed StartupsEquity Compensation (RSUs, Stock Options)Multi-state ReturnsInternational/ExpatsK1 Partnership IncomeReal Estate InvestorsCryptocurrency InvestorsHigh Net Worth IndividualsUltra High Net Worth IndividualsHENRY (High Earners Not Rich Yet)

    Software & tools

    Google DriveGustoMicrosoft Office SuiteProprietary software/platformQuickBooks OnlineSlackXeroZoom

    Pricing

    Annual Fixed Fee — $2,500–$50,000/year || Hourly Rate — $200–$650/hour || Project-Based Fee — $2,500 per project || Flat Fee — $2,500 one-time || Subscription — $2,500–$50,000/month

    5 packages · $200–$50k/yr

    Minimums: $1M+ income | $1M+ revenue