Business Owners
Tax-Efficient Financial Strategy for Your Business and Beyond.
Is This You?
We work with business owners running service-based companies generating between $500,000 and $5 million in annual revenue, often structured as S corporations with one or two owners. Our clients include real estate professionals, self-employed medical providers, law offices, and other experts who’ve built successful businesses but now face growing financial complexity. If you’re tired of making high-stakes tax and financial decisions on your own, or juggling advice from multiple professionals who don’t coordinate, we’re here to help. We bring your tax and financial strategy together so you can stop reacting and start leading with clarity. The result: fewer moving parts, less potential stress, and more time to focus on what you do best, running and growing your business.
Owning and growing a business comes with constant decisions—how to pay yourself, reduce taxes, invest profits, and plan for long-term financial security. Too often, business owners are forced to piece together advice from a tax preparer and financial advisor, leading to missed opportunities and unnecessary stress. At Sansone CPA & Financial, we bring your tax planning, business strategy, and personal financial goals under one roof. With fewer handoffs and one team guiding the big picture, you gain clarity, reduce your potential tax burden, and free up time to focus on what matters most—running your business. It's a more efficient, strategic way to grow your wealth and operate with confidence.
Key Problems We Solve:
-Tax inefficiency: Missing out on major deductions like retirement contributions, depreciation, or income shifting strategies.
-Disjointed advice: CPA and financial advisor aren’t aligned or communicating.
-Decision fatigue: Constantly facing high-stakes choices about compensation, investments, or timing without support.
-Lack of implementation: You’re told to "open a Solo 401(k)" or "convert to S Corp" but no one helps you actually do it.
-Poor entity optimization: Structure not aligned with income, tax savings, or exit planning.
-No exit or retirement strategy: No plan for building value, selling, or transitioning out of the business, or the ability to establish investment accounts for your retirement.
-Cash flow confusion: Not sure how much to take out, reinvest, or save.
-No centralized plan: Business and personal finances managed in isolation.
-Complexity creep: Finances feel scattered, with no clear strategy tying it all together.
