OLarry

Menlo Park, California, USA · ≈41 employees · olarry.com

OLarry is an AI-powered tax advisory firm that specializes in personalized tax strategies for high-net-worth individuals, businesses, trusts, and estates. Founded in 2021, the company is headquartered in Mill Valley, California, and serves over 2,000 clients, including more than 700 businesses across the United States. OLarry combines the expertise of U.S.-based Certified Public Accountants (CPAs) with advanced artificial intelligence to streamline processes like client onboarding and document preparation, allowing its team to focus on delivering strategic tax advice. The firm offers a comprehensive range of services, including personalized tax strategy development, tax planning and compliance, and specialized advisory for clients with emerging wealth and international assets. OLarry operates on a flat-fee membership model, providing clients with year-round access to its services. This approach makes high-quality tax advisory more accessible, empowering clients to optimize their tax efficiency and navigate complex financial situations effectively.

Financial Services

Also: nft and defi income · corporate tax strategies · tax credits · u.s. tax services · high-net-worth clients · tax advisory · real estate tax planning · international tax reporting · estate and trust tax · personal tax planning · owner-occupied homeownership · retirement planning

Funding0

Every round, secondary, debt facility or acquisition involving OLarry that Lounge tracks, newest first.

No rounds recorded yet.

Paid members see the full deals desk — every AI round and exit, filterable by type, sector and country, with investors and reported ARR, plus CSV exports. Developer membership is $9/mo.

See plans →Log in

OLarry

Funding0

Key numbers

Also on Lounge

Similar companies