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.
— 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.
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.
— 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
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
Two services. One coordinated strategy.
— 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 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.
FREE CONSULTATION
When your financial advisor and CPA don’t talk, you pay for it every year.
A 30-minute consultation to uncover the savings that may get missed when they work apart.
Office hours · Mon–Fri
8:00 AM – 4:30 PM
850 S McHenry Ave, Ste D
Crystal Lake, IL 60014