OUR SERVICES
Services for Individuals and Families
When your financial picture goes beyond a simple W-2 and savings account, you need more than generic advice. Whether you're juggling multiple income streams, navigating investment opportunities, or dealing with tax implications that change with every decision, The Purple Group provides the expert guidance and trusted partnership you deserve.
With an approach built on trust and deep expertise, we take the burden of intricate tax and financial management off your shoulders, allowing you to focus on what truly matters to you, whether that's diversifying your portfolio, pursuing your passions, or simply enjoying the wealth you've worked so hard to build.
Individual Tax Preparation and Strategy
Comprehensive tax preparation and compliance services designed to minimize liabilities, maximize deductions, and ensure compliance year-round. From multi-state obligations to strategic planning, we handle every aspect of your tax needs so you can focus on what you do best.
Key offerings include:
Annual and quarterly tax preparation and compliance
Tax minimization planning and strategy
Retirement and stock option planning
Charitable giving strategies
Ongoing bookkeeping and accounting service
Advisor collaboration
Services for High Net Worth Individuals and Family Offices
Sophisticated tax planning for complex financial portfolios. Our specialized services encompass comprehensive tax planning, estate strategies, family office support, and dedicated year-round guidance to protect and optimize your financial position.
Key offerings include:
Tax compliance
Tax and wealth planning
Charitable giving planning
Estate and gift tax strategy for wealth preservation
Family office and financial operations
Advisor coordination
Year-round accessibility
Ongoing Financial Counsel
Ever wish you had a CFO for the business of your life? The Purple Group’s Financial Counsel offers trusted financial partnership, with always-on access to expert guidance whenever questions arise. No more waiting until tax season, and, most importantly, no more feeling alone on your financial journey.
From questions about accounting choices that impact your financial life to guidance on investments or philanthropy before writing a big check, you can ask us anything, any time, about your financial picture, and you’ll always get expert answers and support. An ideal advisory solution for:
Creative professionals balancing project income with business investments
Independent consultants managing multiple client relationships and tax jurisdictions
Investors whose portfolios are growing faster than their comfort with the complexity
Solopreneurs wearing every hat in their business, including the financial ones they'd rather not
Anyone with fast-growing income who feels like they're flying blind between tax seasons
Need a CPA partner you can truly rely on? Contact us or book a free consultation to start a conversation with us. We'll discuss your needs, establish your goals, and craft a plan that puts it all together in the service of your success.