Your taxes and
your financial decisions,
working together.
Most people receive financial advice in pieces — a CPA does taxes, a financial advisor manages investments, and decisions get made independently.
Nobody's optimizing your whole picture — because nobody can see it.
We coordinate the tax and investment decisions that shape your retirement.
— 01 / Approach
ONE FIRM, ONE STRATEGY
Many clients arrive frustrated by fragmented advice. We bring it back together.
Our firm combines the responsibilities of a financial advisor and CPA under one roof, so our clients get one coordinated relationship that is built to find savings many advisors may miss when working separately.
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. If you're heading into retirement, the biggest check you'll ever write is to the IRS — and almost no one is coordinating your taxes and your investments to shrink it. We do.
For Business Owners
Strategic planning for established business owners who want fewer professionals and better answers.
Our focus is making sure your business and personal finances move as one plan, not two:
• Retirement planning for business owners
• Compensation & owner-pay planning
• Retirement contributions
• Investment management
• Business tax strategy
We make sure your taxes and your money work as hard as you do. The year you sell or wind down is the biggest income year of your life — and the biggest tax bill. Almost no one is coordinating the sale, your taxes, and your retirement planning to shrink it. 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
— 02 / Ways to work with us
Start with a second opinion. No switching required.
Our focused reviews give you a coordinated second look at your taxes, investments, and retirement plan together — without changing your current CPA or financial advisor. You leave with a clear picture of what's working, what's being missed, and what it's costing you.
Retirement Tax & Income Review
For individuals and couples approaching or already in retirement. Roth conversions, RMDs, Medicare IRMAA, Social Security, and withdrawal sequencing — reviewed together.
Business Owner Tax & Income Review
For owners planning proactively while operating and growing. Compensation, entity structure, retirement plans, and current-year projections — reviewed together.
Business Owner Tax & Exit Review
For owners preparing to sell, transfer, or step away. Sale structure, capital gains, succession, and post-exit income — reviewed together.
Each review is a paid, defined-scope engagement with a written summary of findings. It's the most common way to start — but it isn't required. Some clients begin here for a one-time second opinion; others go straight to an ongoing service below.
However you start,
here's how we work year-round.
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
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
Start with either. When we handle both, every decision is made with the full picture in view — that's where coordination happens.
— 03 / Your advisor
WHO YOU WORK WITH
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, investments, and your retirement plan start talking to each other.
Step 3
Aligned Strategy
You get a written plan tying your tax decisions to your financial 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.
FINANCIAL ADVISOR + CPA. ONE FIRM.
Get a tax-smart opinion before major life transitions turn into tax surprises.
Discover what coordinated planning may save you:
Office hours · Mon–Fri
8:00 AM – 4:30 PM
850 S McHenry Ave, Ste D
Crystal Lake, IL 60014