Sansone CPA & Financial brings wealth management and tax planning under one fiduciary relationship. For Woodstock, Illinois retirees, families, 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
Woodstock is the county seat, and many households here have deep roots: a family business or farm passed down a generation, land that has appreciated for decades, and retirement savings built over a long career. The planning questions tend to be bigger than a single year’s tax return: how to hand a business or land to the next generation, how to turn retirement accounts into income, and how to keep taxes and Medicare premiums in check along the way.
Those are tax decisions as much as investment decisions. We look at your tax return and your portfolio together, so a sale, a Roth conversion, or a gift to the next generation is planned around your whole picture, not sorted out at tax time. Our Crystal Lake office is a short drive down Route 14, and we also meet virtually.
Tax preparation and tax planning for Woodstock 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 Woodstock 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.
