Recalculating financial strategies

With deep expertise in tax and technology, we're a team driven to change the landscape of tax by making it more accessible and efficient for all involved.

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Our values

  • Trust

    As owners, we are here for you, providing you with the resources and network to reach your financial goals.

  • Accuracy

    As professionals, we pay attention to detail and stand behind the quality of our work.

  • Education

    As advisors, we take the time to explain the why and how to answer each of your questions.

  • Efficiency

    As innovators, we provide a modernized process and speak in plain language.

Our vision

Make financial strategies and tax planning transparent for exceptional people and businesses.

Our mission

Combining experts and experience with leading-edge technology to extract, inform, and execute bespoke financial strategies.

Leadership

  • Eric Rachmel, CEO
  • Corey Heldreth, CAO
  • Becky Hobbs, COO

The Latest

April 12, 2024

Thinking beyond cash: Smart strategies for charitable donations

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Leveraging owner-occupied homeownership

March 29, 2024

Meet OLarry: Bridging the gap between tradition and innovation for tax advisory

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Join the Team

Invest in your career by gaining exposure to new skills and opportunities. At OLarry, you will be at the forefront of shaping the future of tax. Using and helping advise on progressive technology lets tax professionals focus their expertise where it matters: the client. Together, we can craft the future's innovative tax solutions and strategies.

See Open Positions

Let’s Grow Together

We are looking for partners that can provide our customers financial services and support beyond taxes, drop us a line if you would like to be considered for our network.

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