OUR SERVICES

Family Offices & High Net Worth Individuals

We understand that substantial wealth brings complex financial responsibilities that demand expert navigation and strategic foresight. Our specialized CPA services for high-net-worth individuals encompass comprehensive tax planning and compliance, wealth planning strategies, family office advisory support, and dedicated year-round guidance.

With an approach built on trust and deep expertise, we take the burden of accounting and taxes off your shoulders, allowing you to focus on what truly matters to you, whether that's growing your legacy, pursuing philanthropic endeavors, or simply enjoying the wealth you've worked so hard to build.

The Purple Group’s bespoke offerings are designed to protect and optimize your financial position while ensuring seamless compliance with ever-evolving regulations. With a comprehensive suite of services encompassing tax strategy, wealth planning, family office advisory, and year-round support, we offer an unparalleled level of expertise and care.

You can place your trust in us to guide the intricacies of your financial world with precision, foresight, and the best interests of your well-earned legacy at the forefront.

Tax Compliance

  • Federal and state individual income tax return preparation

  • Multi-jurisdiction tax compliance

  • Trust and estate tax compliance

  • Support for IRS and state tax notices or audits

  • Estimated tax projections and analysis

Tax & Wealth Planning

  • Comprehensive tax planning for diverse income streams

  • Estate and gift tax strategy to preserve generational wealth

  • Philanthropic planning and charitable giving strategies

  • Retirement distribution planning to minimize tax impact

  • Guidance on investment tax implications, including capital gains and dividends

  • Customized tax planning for life events (marriage, home purchase, retirement)

  • Retirement and stock option planning

  • Executive compensation and salary planning

Family Office & Financial Operations

  • Bookkeeping, bill pay, payroll, and 1099 filings

  • Cash flow oversight and budgeting

Advisor Coordination

We work closely with your investment advisors, attorneys, trustees, and other key professionals to ensure your financial strategy is cohesive, efficient, and aligned with your overall goals.

Year-Round Support

Finance and tax questions don’t stop after tax season and neither does our help. You’ll have a trusted expert to turn to all year long.

Interested in getting started? Contact us or book a free consultation. We'll discuss your unique circumstances, establish your and your family’s financial goals, and craft a plan of engagement that helps it all make sense.