OLarry is an AI-powered tax advisory firm that provides flat-fee, year‑round personalized tax planning to high-net-worth individuals, businesses, trusts, and estates. The company automates client onboarding, document preparation, and data extraction with proprietary AI to enable CPAs to focus on proactive tax strategy. Since its 2024 inception, OLarry has pursued a roll-up strategy, having acquired Branton, de Jong & Associates and Byrne, Seligman & Co., and now serves more than 2,000 clients and 700+ businesses across the United States. OLarry is developing tax data classification and extraction models, predictive scenario-planning tools, and an agentic AI client experience to streamline complex financial data ingestion and real-time tax optimization. The company cites market tailwinds including a 17% decline in accountants entering the job market and projected retirements of 75% of partner-level CPAs within 10–15 years. OLarry is pursuing further CPA firm acquisitions and recruiting top-tier CPAs to scale its advisory practice.

Total raised

$10M

Funding rounds

1

Latest round

Series A

Latest activity

Aug 2025