Sansone CPA & Financial brings wealth management and tax planning under one fiduciary relationship. For McHenry, Illinois retirees, pre-retirees, and business owners who are tired of fragmented advice.
Financial & Tax Advisor
Anton specializes in retirement planning, business tax strategy, and personalized financial advice designed to reduce taxes and support long-term financial goals. Whether you’re a solo entrepreneur, a growing practice, or planning for life after work, he delivers clear, actionable guidance tailored to your situation.
Most advisors specialize in either taxes or investments. Anton holds the credentials and the responsibility for both, which is what lets Sansone coordinate the two sides of your financial life under a single strategy.
“If your CPA and your advisor don’t talk to each other, you’re paying for two opinions that might contradict each other. I’d rather give you one full opinion.”
Anton Prokopenko, MBA, CPA, CFP®, EA
McHenry sits on the Fox River at the edge of the Chain O’Lakes, and many people who built a career here plan to stay for retirement. For retirees and pre-retirees, the questions are usually about income: when to claim Social Security, which accounts to draw from first, and how to keep taxes and Medicare premiums in check. For the contractors, trades, and family businesses that make up much of McHenry’s economy, it is how to pay yourself, fund retirement, and keep the business plan and the personal plan moving together.
Those are tax decisions as much as investment decisions. We look at your tax return and your portfolio together, so a Roth conversion, a larger IRA withdrawal, or a change in how you pay yourself from the business is planned around your whole picture, not discovered at tax time. Our office is about fifteen minutes south in Crystal Lake, and we also meet virtually.
Tax preparation and tax planning for McHenry households and small businesses are part of the same relationship. We prepare personal and business tax returns, run fall tax projections so there are no surprises in April, and handle S corporation and partnership filings for local owners. See our tax preparation and tax planning services and our planning for business owners.
Based in Crystal Lake, working with clients across McHenry County and northern Kane County, in person at our Crystal Lake office or virtually.
Q.01
Our office is at 850 S McHenry Ave, Suite D, Crystal Lake, IL 60014, near Crystal Lake South High School, off Randall Road. We meet clients across McHenry County and offer virtual meetings for those who prefer them.
Q.02
Fee-only means we’re paid only by our clients, never through commissions on the products we recommend. As a fiduciary, we’re bound to act in your best interest at all times. This structure avoids the conflicts of interest that come with commission-based advice.
Q.03
Yes. Anton holds both the CPA license and CFP® certification, so tax planning and wealth management are coordinated under one relationship instead of split between two professionals working separately.
Q.04
Retirees and pre-retirees with meaningful retirement savings, and small business owners across McHenry County who want their tax strategy and investment plan working together.
Q.05
Yes. We prepare personal tax returns and business tax returns (S corporations, partnerships, and sole proprietors), and we plan ahead with fall tax projections so the April result is not a surprise. Many McHenry clients start with a tax return and add planning or wealth management later.
Q.06
It depends on how involved your tax return is. Business income, rental property, K-1s, more than one state, and stock compensation all add work. Call the office and we will talk through what your situation involves. As an ongoing wealth management client, your Retirement Tax & Income Review and your personal tax return (Form 1040) are included with no separate fee. Business tax returns are billed separately.
Discover what coordinated planning may save you. A free 30-minute conversation, no obligation.
