WHO WE SERVE
About You
Your success is creating new complexities. We're here to simplify them.
The Purple Group serves ambitious professionals, entrepreneurs, and business owners who've worked hard to build something extraordinary and now find themselves navigating financial complexities they never expected.
If your success has outgrown simple solutions, you're in the right place.
Executives and Business Owners
You've built a thriving career or business, but behind the scenes, your financial picture is getting more intricate by the day. Stock options, multiple income streams, executive compensation packages, investment opportunities…each success brings new questions you didn't see coming.
Maybe you're wondering if you're missing tax-saving opportunities. Maybe you're losing sleep over decisions about equity compensation or retirement planning. Or maybe you just want to stop feeling like you're flying blind between tax seasons.
You deserve a trusted partner who gets your full picture. Someone who understands that your financial decisions today shape your wealth tomorrow, and who can make sure you’re always headed in the right direction: upwards.
EXPLORE SERVICES FOR INDIVIDUALS OR BUSINESSES
Solopreneurs and Creators
Your professional profile is growing, income streams multiplying, and suddenly the line between business and personal finance seems to have disappeared. Income, client payments, business investments, and expenses—it all needs to work together, but keeping track of it all is taking time away from what you actually love doing.
You're not just managing money; you're building a brand, a business, and a life that reflects who you are. But the financial side keeps getting more complicated, and you know there are opportunities you're probably missing.
You need an expert ally who understands your financial world. Someone who knows that your income doesn't follow traditional patterns, who recognizes opportunities other CPAs have never heard of, and who can build a plan that supports your vision instead of stifling it.
High-Growth Businesses
Your business is taking off, but the financial complexity is growing even faster. What started as simple bookkeeping is now payroll management, multi-state tax compliance, cash flow forecasting, and strategic planning. You're spending more time on financial management than on the work that drives your business forward.
You need systems that can scale with you, tax strategies that support your growth, and financial insights that help you make smart decisions quickly. But you also need to know that someone's watching the details while you focus on the big picture.
You need a strategic partner who grows with you. Someone with hands-on expertise in all dimensions, who can provide the expert guidance and operational support that keeps everything running smoothly as you scale.
High Net Worth Individuals and Families
Whether your wealth came through business profit, an exit, inheritance, or investing, you face a world of financial considerations that demand expert navigation and foresight. Estate planning, tax optimization across multiple jurisdictions, philanthropic strategies, family office operations…the complexity can be overwhelming.
Preserving your hard-earned wealth requires comprehensive tax planning, sophisticated strategies, and seamless coordination across all your advisors.
You require a firm who specializes in protecting and optimizing your financial position. Someone who understands that every decision impacts your legacy, and who can handle the intricate details so you can focus on what truly matters to you.
EXPLORE SERVICES FOR HNWI’S AND FAMILY OFFICES →
Why Partner With The Purple Group?
We specialize in the unique circumstances that come with non-traditional success.
Your situation isn't cookie-cutter, and neither is our approach. We're CPAs who live in the practical details of accounting and compliance, not just high-level theory. We understand how real financial decisions create real tax implications and real opportunities.
Built on trust over transactions, relationships over accounts. Through this dedication to trust and communication, we can provide a higher caliber of ongoing service that's more deeply tailored to your evolving needs. We're here for you year-round, not just during tax season.
No judgment, just guidance. No financial shaming, no "you should have known better"—just practical, expert guidance to help you make the smartest decisions with confidence.
You've worked hard to build an extraordinary life. We're here to make sure your financial foundation supports everything you want to achieve next.