Sansone CPA & Financial:

Tax Efficient Financial Planning For Business Owners

Tax strategy and wealth management through the lens of a CPA

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Sunset view of the Chicago skyline with reflections on the water, featuring tall buildings including the Willis Tower and other skyscrapers, under a pink and orange sky.

Aerial view of Chicago skyline at dusk, with tall skyscrapers, city streets illuminated, and Lake Michigan in the background.

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Financial Planning

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Tax Services

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Based in Crystal Lake, Illinois

Build Wealth and Reduce Taxes Without Managing Multiple Advisors

If you're an S corporation owner making $500K–$5M in annual gross revenue, you’re probably overpaying in taxes, missing out on investment opportunities, or both, because your CPA and financial advisor aren’t talking to each other. We fix that.

At Sansone CPA & Financial, we manage both sides of your financial life, your taxes and your investments, so you’re not stuck coordinating between disconnected professionals who only see half the picture.

What We Do for Business Owners Like You

Our specialty is working with service-based business owners in industries like trades, real estate, health care, professional services, and agencies: business owners who are tired of reactive tax preparation and limited advice.

Instead, we:

Build customized wealth strategies directly inside your S corporation structure

Open and manage investment accounts on your behalf (including 401(k)s, Solo 401(k)s, SEP IRAs, SIMPLE IRAs, Roth IRAs, and more)
Actively reduce your tax liability with proactive planning across both business and personal finances
Reposition your income to potentially keep more of what you make

On average, our clients may save $10,000–$20,000 in their first year by restructuring how they pay themselves, investing through their business by making tax deductible investment account contributions, and optimizing their business structure.

One Firm. One Strategy.

Most firms separate tax and financial planning, we combine them. Your portfolio rebalancing, retirement plan contributions, and business structure all impact your tax situation. We align every move to lower your tax bill and grow your wealth.

No guesswork. No handoffs.

If you're looking for a full-service, year-round partner for proactive tax and investment strategy, we can show you exactly how we help S corporation owners like you get there.

Want to See What This Looks Like?

We offer a free consultation to review your situation and map out where you’re losing money, and how to fix it.

Schedule Your Free Consultation