Byrne, Seligman & Co, CPA

Complex Tax, Proactively Handled

Accountant in San Mateo, CA (show on map)

5.0

★★★★★

1 reviews

OLarry is a tax advisory firm serving ultra high net worth individuals, founders, tech executives, fund managers, and real estate investors with year-round tax planning and filing services.

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About

OLarry is a tax advisory firm that employs certified public accountants and tax experts. They work with clients to deeply understand their business, providing effective tax strategies to mitigate financial and investor risks.

The firm specializes in entity selection advisory, owner-compensation strategy, strategic elections, tax credits and incentives, family limited partnerships, foreign tax reporting and compliance, and multi-state tax compliance. OLarry raised $10 million in Series A funding led by TTV Capital to expand AI capabilities and fund acquisition of CPA practices.

Year-round tax partner, not just annual filing

AI-powered tax workflows on production systems

Flat fee pricing with unlimited advisory access

Serves 5000+ clients across the U.S.

Licensed CPAs, Enrolled Agents, and Tax Attorneys

Series A funding ($10M) from TTV Capital

Acquiring CPA practices to expand

Specializes in complex situations: multi-entity, multi-state, equity compensation

Services

Tax Planning and Filing

Year-round tax planning and filing services for individuals, businesses, trusts and estates. Includes federal and state filings, unlimited advisory access, quarterly filings, year-end planning, and IRS notice management.

Federal & state filings Unlimited advisory access Quarterly filings Year-end planning IRS notice management

Entity Selection Advisory and Tax Optimization Modeling

Helping corporations, partnerships, and LLCs leverage the right tax advantages through entity selection and tax optimization modeling.

Entity type analysis Tax optimization modeling Entity structuring

Owner-Compensation Strategy

Strategic planning for owner compensation to optimize tax efficiency.

Strategic Elections, Tax Credits & Incentives

Identification and implementation of strategic elections, tax credits, and incentives to reduce tax liability.

Family Limited Partnerships

Tax-efficient structuring for family limited partnerships.

Foreign Tax Reporting & Compliance

Handling foreign tax reporting requirements and compliance for cross-border situations.

Credentials & Certifications

Certified Public Accountant (CPA)

IRS Enrolled Agent

Tax Attorney

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does OLarry offer? +

OLarry offers year-round tax planning and filing for individuals, businesses, trusts and estates. Services include entity selection advisory, owner-compensation strategy, strategic elections, tax credits and incentives, family limited partnerships, foreign tax reporting, multi-state tax compliance, and K-1 aggregation.

Who are OLarry's primary clients? +

OLarry serves ultra high net worth individuals, founders and tech executives, GP/LP/fund managers, real estate investors and operators, trusts and estates, private wealth and family office clients, multi-state K-1 investors, and owner-operated businesses.

What is OLarry's pricing structure? +

OLarry uses flat fee pricing with unlimited advisory access. Annual prices start at $2,500/year for individuals, $3,500/year for businesses, and trusts/estates pricing is customized. Final pricing is based on complexity of the return.

Is OLarry a licensed CPA firm? +

OLarry employs certified public accountants and tax experts. They are not a public accounting firm, but all OLarry Tax Advisors are fully licensed and IRS-compliant (CPAs, IRS Enrolled Agents, or Tax Attorneys).

Does OLarry help with tech executive equity compensation? +

Yes, OLarry helps tech founders and executives navigate ISO early exercise, 83(b) elections, QSBS qualification, and liquidity-event forecasts for RSUs, options, and equity compensation.

What funding has OLarry raised? +

OLarry raised $10 million in Series A funding led by TTV Capital to expand the company's AI capabilities and fund the acquisition of CPA practices.

How does OLarry handle multi-state tax compliance? +

OLarry uses smart income sourcing, composite returns, and remote-team planning to minimize multi-state tax obligations (SALT minimization).

What makes OLarry different from traditional CPA firms? +

OLarry uses AI and modern technology to run core tax workflows on production systems. They offer year-round advisory with flat-fee pricing rather than hourly billing, and focus on proactive strategy rather than just annual filing.