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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.
Crystal Lake · IL 60014
850 S McHenry Ave
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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 →
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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 →
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function CoordSection() {
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— 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
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— 02 / Services
What we do
Two practices. One coordinated strategy.
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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 →
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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 →
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— 03 / Your advisor
Who you work with
One advisor who reads both the tax code and the markets.
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
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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." }];
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20
The process
Year-round, written down, and on your calendar.
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