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.
— 01 / Approach
ONE FIRM, ONE STRATEGY
Most clients arrive frustrated by fragmented advice. We bring it back together.
For Retirees & Pre-Retirees
Retirement income planning coordinated with proactive tax strategy.
We work with retirees who have accumulated substantial savings and want clarity around:
• Social Security timing
• Required minimum distributions
• Withdrawal sequencing
• Roth conversion analysis
• Coordinated investment management
Our focus is helping structure retirement income in a tax-efficient and predictable way.
Learn More About Retirement Strategy →
For Business Owners
Strategic tax planning for established S-corporation owners generating between $500,000 and $5 million in annual revenue.
We help align:
• Business tax strategy
• Compensation planning
• Retirement contributions
• Investment management
• Business & personal tax planning
So decisions made in your business and personal finances support your long-term strategy.
Learn More About Business Owner Strategy →
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
— 02 / Services
WHAT WE DO
Conventional
Your advisor
Manages investments without visibility into your tax situation.
Optimizes returns in isolation
Tax cost discovered later
No coordination with CPA
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, less surprises
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
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
Two Services. One coordinated strategy.
— 03 / Your advisor
WHO YOU WORK WITH
One advisor who reads both the tax code and the markets.
Anton Prokopenko, CPA, CFP®, EA, MBA
Financial & Tax Advisor
The rare advisor with all the right credentials.
Most firms hand you to a CPA in tax season 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.
“Every portfolio decision has tax consequences. My job is to see both sides before we make a move.”
— Anton Prokopenko
— 04 / How we work
The process
Year-round, written down, and on your calendar.
Step 1
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.
Discovery conversation
Step 2
Coordinated review
We review prior returns, statements, and beneficiary designations side-by-side. Most clients learn something on this call.
Step 3
Aligned Strategy
A written plan tying your tax decisions to your investment decisions — withdrawal sequencing, Roth conversions, contribution targets, sale timing.
Step 4
Year-round execution
We don't disappear between April and December. Quarterly check-ins, tax projections, and proactive adjustments before deadlines, not after.
FREE CONSULTATION
Bring tax planning and wealth strategy under one relationship.
A 30-minute conversation to review your situation, identify missed savings opportunities, and outline a more tax-efficient approach. No obligation.
Office hours · Mon–Fri
8:00 AM – 4:30 PM
850 S McHenry Ave, Ste D
Crystal Lake, IL 60014