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15+
Years advising retirees & business owners
$500k–$5M
Revenue range of S-Corp clients we serve
4
Credentials in one advisor · CPA · CFP® · EA · MBA
1
Coordinated strategy · tax and investment, aligned
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Sansone CPA & Financial · Crystal Lake, IL

Your taxes and
your portfolio,
working together.

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

Autumn landscape in the Midwest
Crystal Lake · IL 60014 850 S McHenry Ave
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navigate("retirement")}> Path 01 · For retirees & pre-retirees

Retirement income, planned to the dollar — and the deduction.

Social Security timing, RMDs, withdrawal sequencing, Roth conversion analysis, all coordinated with your portfolio.

Retirement Planning
navigate("scorp")}> Path 02 · For S-Corp business owners

Strategy for owners earning $500K–$5M, with every move aligned.

Compensation planning, retirement contributions, business and personal tax, and investment management — coordinated.

S-Corp Strategy
); } function CoordSection() { return (
— 01 / Approach One firm, one strategy

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

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
The Sansone model

One firm, one strategy

Tax planning and investment management coordinated under one relationship, year-round.

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

Your advisor

Manages investments without visibility into your tax situation.

Optimizes returns in isolation Tax cost discovered later No coordination with CPA
); } function ServicesSection({ navigate }) { return (
— 02 / Services What we do

Two practices. One coordinated strategy.

navigate("wealth")}> SERVICE 01

Wealth Management

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

  • Portfolio management
  • Retirement income
  • Roth analysis
  • Estate strategy
  • Insurance review
Explore Wealth Management
navigate("tax")}> 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
  • S-Corp strategy
  • IRS representation
Explore Tax Services
); } function AdvisorSection({ navigate }) { return (
— 03 / Your advisor Who you work with

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

Anton Prokopenko, MBA, CPA, CFP®, EA
Founder · Lead Advisor
Anton Prokopenko

The rare advisor with all four letters.

Most firms hand you to a CPA in April 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.

MBA CPA CFP® EA · IRS-licensed
“Every portfolio decision has a tax consequence. My job is to see both sides of the ledger before we make a move.”
— Anton Prokopenko, Founder
); } function ProcessSection() { const steps = [ { n: "Step 01", h: "Discovery conversation", d: "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." }, { n: "Step 02", h: "Coordinated review", d: "We review prior returns, statements, and beneficiary designations side-by-side. Most clients learn something on this call." }, { n: "Step 03", h: "Aligned strategy", d: "A written plan tying your tax decisions to your investment decisions — withdrawal sequencing, Roth conversions, contribution targets, sale timing." }, { n: "Step 04", h: "Year-round execution", d: "We don't disappear between April and December. Quarterly check-ins, tax projections, and proactive adjustments before deadlines, not after." }]; return (
20 The process

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

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{s.h}

{s.d}
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