SERVICES FOR INDIVIDUALS & FAMILIES

Tax Strategy and Preparation

Managing personal and business finances while ensuring compliance with ever-changing tax regulations can be daunting. That’s why we specialize in relieving you of those headaches, so you can focus on what you do best, whether that's growing your business, creating and innovating, or simply enjoying your wealth.

The Purple Group offers a comprehensive suite of services tailored to the unique financial needs of entrepreneurs, small business owners, and solopreneurs (with a special focus on female leaders), so you can rest easy knowing you always have a trusted partner on your financial journey.

Tax Preparation and Compliance Services

  • Comprehensive Tax Preparation and Compliance: Ensure accurate and timely tax filings and stay compliant year-round with our preparation services and proactive approach to managing your tax obligations.

  • Quarterly Estimated Tax Payments: Assistance with calculating and submitting estimated tax payments to avoid penalties.

  • Multi-State Tax Compliance: Navigate the complexities of multi-state tax obligations with ease and accuracy.

  • 1099 Filings: Preparation and filing of 1099 forms to ensure compliance with IRS regulations for independent contractors and other non-employee payments.

  • Annual Business Filings and Compliance: If you’re self-employed, we’ll ensure your small business meets all annual filing requirements to stay compliant.

Advisory Services

  • Tax Minimization and Annual Planning: Development of strategies to minimize tax liabilities and enhance savings, including a yearly call to review your tax situation and plan for the upcoming year, ensuring proactive tax management for both individuals and businesses.

  • Retirement and Stock Option Planning: Strategies to maximize tax efficiency in retirement savings, stock options, and equity compensation.

  • Charitable Giving Strategies: Tax-efficient planning for charitable contributions and philanthropic activities.

  • Business Entity Structuring and Dissolution: Guidance on choosing the optimal business structure for tax efficiency, operational effectiveness, and navigating the complexities of dissolving your business entity.

  • Executive Compensation and Salary Planning: Tax-efficient structuring of executive compensation packages and expert advice on calculating and optimizing salary structures for business owners.

  • Business Budgeting & Forecasting: Develop a detailed 12-month forecast and budget tailored to your business requirements and goals.

  • Customizable Financial Review: Regular reviews to keep your business’s financial forecasts on track, customizable to your needs—whether monthly, quarterly, or bi-annually.

  • Continued Support: Finance and tax questions don’t stop after tax season—so our support doesn’t either. Our commitment ensures you have a trusted financial expert year-round. With us, you'll never face financial concerns alone.

Services for High-Net-Worth Individuals

With considerable wealth—whether gained through a business revenue, exit/acquisition, or inheritance—comes a new world of financial considerations. Our specialized services for HNWIs and family offices are designed to relieve you of the burdens, complexities, and liabilities that accompany financial success so you can continue to build on your legacy.

Learn about our financial services for HNWIs →

Need a new kind of CPA? Contact us or book a free consultation to start a conversation with us today. We can’t wait to get to know you!