Integrated Tax & Wealth Management Strategy

We coordinate tax planning and investment management so your financial decisions work together. Not against each other.

Most people receive financial advice in pieces.

• A CPA prepares the tax return

• An advisor manages your investments

• Decisions get made independently

Without coordination, planning opportunities are missed and unnecessary tax surprises can occur.

At Sansone CPA & Financial, tax planning and wealth strategy are aligned under one relationship.

Who We Serve

For Business Owners (S-Corporations)

Strategic tax planning for established S-corporation owners generating between $500,000 and $5 million in annual revenue.

We help align:

• Business tax strategy
• Compensation planning
• Retirement contributions
• Investment management
• Business & personal tax planning

So decisions made in your business and personal finances support your long-term strategy.

For Retirees & Pre-Retirees

Retirement income planning coordinated with proactive tax strategy.

We work with retirees who have accumulated substantial savings and want clarity around:

• Social Security timing
• Required minimum distributions
• Withdrawal sequencing
• Roth conversion analysis
• Coordinated investment management

Our focus is helping structure retirement income in a tax-efficient and predictable way.

One Firm. One Strategy.

Your portfolio rebalancing, retirement plan contributions, and how you handle your investment accounts all affect your tax situation. We align every move to help lower your tax bill, grow your wealth, and reduce tax surprises.

No guesswork. No handoffs.

If you're looking for a full-service, year-round partner for proactive tax and wealth management strategy, we can help.

Want to See What This Looks Like?

We offer a free consultation to review your situation, identify missed tax savings opportunities, and an overview of how to have a more tax efficient approach to your situation: