OLarry Scales Tax Advisory Services for High-Net-Worth Households

The firm’s expansion reflects a specific shift in market demand from families managing multifaceted financial structures, including trusts, diverse business entities, and international property holdings. By leveraging AI to handle document preparation and routine onboarding, OLarry aims to liberate its senior staff to focus on complex tax strategy and proactive planning.

COO and co-founder Becky Hobbs noted that the recent growth validates the need for a non-transactional approach to wealth management. To support this trajectory, the company is actively poaching talent from major national and regional accounting firms. According to CAO and co-founder Corey Heldreth, the objective is to provide clients with a partner capable of navigating intricate financial landscapes before major decisions are finalized, rather than merely filing paperwork after the fact.