Tax Preparation and Strategy

The Purple Group’s integrated approach goes beyond compliance. We analyze your entity structure for optimal tax efficiency, coordinate seamlessly with your other advisors, and provide ongoing financial operations support including bookkeeping, forecasting, and performance analysis. With us as your strategic partner, you'll have expert guidance available year-round, ensuring your tax strategy aligns with your business goals and personal financial objectives every step of the way.

Tax Compliance & Strategy

• Federal, state, and local business tax return preparation

• Multi-state and nexus tax compliance

• Year-round strategic tax planning to reduce liabilities

• Analysis of entity type and structure for tax efficiency

• Industry-specific tax deduction maximization

• Annual tax projections and estimated tax payment schedules

• Representation before tax authorities for audits or inquiries

• Integration of business tax strategy with owners’ personal financial goals

Financial Operations & Advisory

• Bookkeeping, payroll, bill pay, and 1099 filings

• Business budgeting and forecasting

• Customizable financial and performance analysis

Advisor Coordination

We work alongside your attorneys, bankers, insurance providers, and other strategic partners to keep your business operations, finances, and compliance efforts coordinated, so every part of your plan moves your company toward its goals.

Year-Round Support

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