<p><strong><span class="legendSpanClass"><span class="xn-location">MARIN</span></span> </strong>&#8212; OLarry, an AI-powered tax firm for the next generation of high-net-worth individuals and businesses, has raised a <span class="xn-money">$10 million</span> Series A round led by TTV Capital and joined by Walkabout Ventures and Marin Sonoma Impact Ventures, bringing the company&#8217;s total funding to <span class="xn-money">$14.5 million</span>.</p>
<p>OLarry bridges the gap between DIY tax preparation and ultra-high-net-worth, hourly tax advisory, empowering thousands of clients to gain access to personalized tax strategies for an all-inclusive annual fee. With AI at its core, OLarry automates client onboarding, document preparation, and data extraction, enabling CPAs to focus on what they do best: provide proactive advice to clients with complex financial situations.</p>
<p>&#8220;Proactive tax planning has historically been reserved for the ultra-high-net-worth – those who can afford the most elite tax firms in the country. We built OLarry for the next generation of high-net-worth individuals and businesses, who need personalized tax advice but are underserved by TurboTax or their current tax advisor,&#8221; said <span class="xn-person">Eric Rachmel</span>, Co-founder and CEO of OLarry. &#8220;OLarry uses AI to streamline workflows, freeing up CPAs to focus on what they do best: provide holistic tax advice year-round, not just during tax season. In doing so, we enable our clients to make smarter investment and life decisions because they can understand how it will impact their taxes.&#8221;</p>
<p>The combination of increased demand for personalized tax advice, coupled with a 17% decrease in accountants entering the job market and increasingly sophisticated AI, means that tax preparation services are ripe for disruption. Since OLarry&#8217;s inception in 2024, the company has deployed a roll-up strategy to rapidly scale its business – acquiring Branton, de Jong &; Associates in <span class="xn-location">San Jose</span> and Byrne, Seligman &; Co., Inc. in <span class="xn-location">San Mateo</span> – while training its proprietary AI models to automate document requests, classify and extract data, and enable rapid research, bringing automation to the historically manual tax process.</p>
<p>&#8220;We invested in OLarry because of the significant market opportunity: 75% of CPAs at the partner level are expected to retire within the next 10-15 years, and dramatic improvements in AI can streamline tax preparation and filing in a way that wasn&#8217;t possible a few years ago,&#8221; said <span class="xn-person">Lizzie Hartley</span>, Partner at TTV Capital. &#8220;OLarry is building an AI-powered tax advisory business at exactly the right time, in the right way – by improving inefficiencies, eliminating manual work, and taking a proactive approach to tax advisory services. We are proud to support Eric, Becky, Corey, and the entire OLarry team as they continue to onboard new clients and scale the business.&#8221;</p>
<p>OLarry will use its new infusion of capital to continue building out the company&#8217;s proprietary tax data classification and extraction model, enabling more efficient ingestion and structuring of complex financial data.</p>

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