About Prefile Check
Built by finance professionals, for independent workers.
Who We Are
Prefile Check is developed by the team at Purple Management Group, LLC, a financial strategy and advisory firm based in Stamford, CT.
Our team brings together senior finance professionals with experience across Wall Street investment banking, turnaround and bankruptcy consulting, and C-suite financial leadership at companies ranging from venture-backed startups to businesses with over $300 million in enterprise value.
We have worked alongside institutional investors, restructuring courts, and executive teams navigating some of the most complex financial situations in business — and we built Prefile Check to bring that same standard of financial discipline to freelancers and independent contractors.
Our Background
M&A and leveraged finance transaction experience at a bulge-bracket investment bank, executing deals totaling over $4 billion in enterprise value across industrials, logistics, and business services.
Chapter 11 and distressed company advisory at a leading restructuring consultancy, managing liquidity, court reporting, and creditor negotiations for companies under financial stress.
Chief Financial Officer experience at a $300M+ company, leading a full EBITDA turnaround, a shift to online operations, and a sell-side M&A process through to close.
Why We Built Prefile Check
In our work advising founder-led and growth-stage businesses, we consistently found the same gap: freelancers and independent contractors were overpaying on taxes — not because their situations were complicated, but because they lacked reliable, accessible tools to organize their expenses correctly.
The IRS requires clean, categorized, and well-documented records. Most freelancers don't have the time or background to do that rigorously — and that gap costs them real money every year.
Prefile Check applies the same financial rigor we use for institutional clients — audit-defensible categorization, systematic documentation, and proactive tax positioning — in a tool built specifically for the self-employed.
Meet the Author
Juwon Lee
Senior finance leader with 15+ years of experience spanning FP&A, investment banking, turnaround and restructuring consulting, and corporate development. Former CFO of a $130M education company where he led a full EBITDA turnaround and managed a sell-side M&A process through to close.
MBA in Finance from Northwestern University's Kellogg School of Management. Juwon writes about freelancer tax strategy, IRS compliance, and financial planning for independent workers.
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