Your taxes and
your portfolio,
working together.

Most people receive financial advice in pieces — a CPA does taxes, a financial advisor manages investments, and decisions get made independently. We coordinate both under one roof, so every move supports the next.

Free Consultation →

Meet Anton, your advisor

A golden field of crops under a clear sky during sunset with the sun low on the horizon.

— 01 / Approach

ONE FIRM, ONE STRATEGY

Most clients arrive frustrated by fragmented advice. We bring it back together.

For Retirees & Pre-Retirees

Retirement income planning coordinated with proactive tax strategy. We work with retirees & pre-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.

Learn More About Retirement Strategy →

For Business Owners

Strategic planning for established business 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.

Learn More About Business Owner Strategy →

— 02 / Services

WHAT WE DO

Conventional

Your CPA

Prepares the tax return after the year is already closed.

Files what already happened
Reactive, deadline-driven
No view of your portfolio or retirement plan

Conventional

Your Financial Advisor

Manages investments without visibility into your tax situation.

Optimizes returns in isolation
Tax cost discovered later
No coordination with CPA

The Sansone Model

One Firm, One Strategy

Wealth management and tax planning coordinated under one relationship, year-round.

Proactive, integrated decisions
Every move analyzed for tax impact
No handoffs, less surprises

SERVICE 01

Wealth Management

Investment advisory and financial planning built around your tax picture, not separate from it. Fiduciary advice from a CFP® professional.

Investment management

Retirement planning

Roth analysis

Financial planning

Explore Wealth Management

SERVICE 02

Tax Services

Preparation, planning, and projections from a CPA and IRS Enrolled Agent. Year-round work, not just an April scramble.

Tax preparation

Tax planning

Projections

Long term tax strategy

Explore Tax Services

Two services. One coordinated strategy.

— 03 / Your advisor

WHO YOU WORK WITH

A professional man in a black suit, white shirt, and black tie smiling outdoors with a blurred green background.

One advisor who reads both the tax code and the markets.

Anton Prokopenko, CPA, CFP®, EA, MBA

Financial & Tax Advisor

One advisor. Every angle covered.

Most firms hand you to a CPA in tax season and an advisor the rest of the year. Anton holds the credentials and the responsibility for both — investments, taxes, and the planning that ties them together.

“Every investment decision has tax consequences. My job is to see both sides before we make a move.”

— 04 / How we work

THE PROCESS

Year-round, written down, and on your calendar.

Step 1

Discovery conversation

A 30-minute call to understand where you are: your tax situation, portfolio, retirement timeline, and what's worked (or hasn't) with prior advisors. No prep needed, just bring your questions.

Step 2

Coordinated review

We go through your prior returns, statements, and account documents side-by-side. This is where your taxes and your investments start talking to each other — most clients learn something they didn't know.

Step 3

Aligned Strategy

You get a written plan tying your tax decisions to your investment decisions: withdrawal sequencing, Roth conversions, contribution targets, and sale timing. All in one place.

Step 4

Year-round execution

We don't disappear between April and December. Quarterly check-ins, portfolio rebalancing, tax projections, and proactive moves before deadlines, not after. Most clients are fully onboarded within two weeks — and never again wonder whether their CPA and their advisor are on the same page.