OLarry Expands Team of Tax Advisors to Serve High-Net-Worth Clients
OLarry, an online tax advisory company for high-net-worth and ultra-high-net-worth individuals, has experienced significant growth by adding over 2,000 new clients in the past year. The firm is expanding its team with elite Tax Advisors from top national and regional practices to better serve complex financial needs such as multiple entities, properties, trusts, and K-1s. The company's client base now includes individuals with an average net worth exceeding $10 million who require ongoing advisory support beyond standard tax preparation. OLarry uses AI technology for onboarding and document automation so advisors can focus on strategic planning. The firm plans to continue growing its team as demand increases, emphasizing a year-round partnership approach. OLarry operates exclusively in the U.S., offering flat-fee memberships with access to customized tax strategies through modern tools.
Topics: Business Expansion High-Net-Worth Clients Tax Advisory