Strategic tax planning for faith-driven couples earning $250K+
At The Wealthy Couple, we don’t just file taxes — we design tax strategies that build wealth. Our focus is year-round tax planning for couples who are serious about keeping more of what they earn and aligning every dollar with their bigger vision
AS SEEN IN
Empowering Couples to Achieve Financial Harmony and Lasting Wealth
We best serve clients that are:
couples
Committed to building wealth together with shared goals and aligned values.
Faith-Driven
Guided by purpose, generosity, and a desire to honor God with their finances.
Entrepreneurial
Business-minded, ambitious, and ready to make bold moves to grow and protect their wealth.
Earning $250K+ Per Year
High-income earners looking for proactive tax strategy, not just tax preparation.
WE best serve clients that are:
COUPLES
COMMITTED TO BUILDING WEALTH TOGETHER WITH SHARED GOALS AND ALIGNED VALUES
Entrepreneurial
BUSINESS-MINDED, AMBITIOUS, AND READY TO MAKE BOLD MOVES TO GROW AND PROTECT THEIR WEALTH.
FAITH-DRIVEN
GUIDED BY PURPOSE, GENEROSITY, AND A DESIRE TO HONOR GOD WITH THEIR FINANCES.
EARNING $250K PER YEAR
HIGH INCOME EARNERS LOOKING FOR PROACTIVE TAX STRATEGY, NOT JUST TAX PREPARATION.
FAITH-DRIVEN
GUIDED BY PURPOSE, GENEROSITY, AND A DESIRE TO HONOR GOD WITH THEIR FINANCES.
Entrepreneurial
Business-minded, ambitious, and ready to make bold moves to grow and protect their wealth.
Discover the tax Planning Journey Designed Specifically for Couples
At The Wealthy Couple, we understand that tax planning is a shared journey. Our step-by-step process is tailored to meet the unique needs of couples, ensuring both partners are engaged and informed. Together, we create a roadmap to your financial future.
We Treat Your business Like a Relationship—Because It Is.
At The Wealthy Couple, we believe true wealth isn’t just about the numbers — it’s about the outcomes that impact your entire family for generations. That’s why we specialize in Family Tax Planning — a unique approach where we don’t just plan for individuals, we plan for family units as a whole.
Most CPAs focus on one family member’s finances. We focus on the collective outcome — aligning strategies between spouses, children, trusts, and businesses to maximize wealth, reduce taxes, and protect your legacy.
Frequently
Asked questions
What is Family Tax Planning?
Family tax planning is a term we coined!
It is a proactive approach to minimizing your household’s tax liability by coordinating strategies across both spouses and their businesses. At The Wealthy Couple CPA, we help couples align their income, deductions, and investments to work together—legally lowering taxes while building long-term wealth as a family unit.
What’s the difference between tax preparation and tax planning?
Tax preparation is the act of filing your taxes—reporting what already happened. Tax planning, on the other hand, is forward-looking. It’s about making strategic decisions throughout the year to reduce your future tax bill. We focus heavily on planning because it gives couples more control, more savings, and more financial clarity.
Does The Wealthy Couple CPA offer bookkeeping?
Not at this time. We don’t provide in-house bookkeeping, but we do have trusted referrals to solid bookkeepers we know and recommend. This allows us to focus 100% on what we do best—helping you keep more of your income through proactive tax strategy. From time to time, we may coordinate with your bookkeeper to request reports or clarify details, and that’s totally fine.
Do you invest money or act as financial advisors?
No—we’re tax experts, not investment managers or financial advisors. While Seyi is a financial planner, The Wealthy Couple CPA focuses strictly on proactive tax planning. We don’t manage investments or create financial plans, but we’re happy to collaborate with your advisor—or refer you to one—so your tax strategy aligns with your overall financial goals.
How much does tax planning cost?
Our Initial Tax Plan is $6,500 upfront.
Ongoing tax plan implementation is available after the initial plan at an additional cost.
Can I write off expenses for working with you?
Yes! If you’re a business owner or Real-Estate investor, your tax planning services are certainly a deductible business expense. We’ll guide you through the proper way to structure the deduction and help ensure it’s both strategic and compliant.
Do both spouses need to be involved?
We encourage it—absolutely. Our most successful clients are couples who make financial decisions together. Whether you’re both in the business or one of you is behind the scenes, we’ll help you align your roles and goals to maximize tax efficiency and build wealth as a team.
