At Sansone & Associates, P.C., we are excited to offer a unique combination of services that integrates both wealth management and CPA expertise. As a firm that specializes in tax and financial services, we understand the interconnected nature of your financial picture. Taxes and investments are not separate pieces—they are part of the same puzzle. By working with professionals who are both CPAs and financial advisors, you gain the advantage of a holistic approach to managing your wealth. Let us show you why combining these services under one roof can make a meaningful difference in your financial future.

The Holistic Financial Picture

When it comes to financial planning, every decision impacts another. Taxes affect your investments, and your investments can significantly affect your taxes. Unfortunately, many people work with separate tax professionals and financial advisors, often leading to conflicting advice or missed opportunities. For example:

• A financial advisor may recommend an investment that appears solid on the surface but doesn't consider how it fits into your tax strategy.

• A CPA might find ways to reduce your tax liability but overlook how those strategies impact long-term financial goals like retirement or wealth accumulation.

By having your CPA and financial advisor be the same person, or at least working within the same team, you benefit from strategies that optimize both sides of the financial equation—tax efficiency and wealth growth.

Example: How Taxes and Investments Work Together

Consider this real-world scenario: a financial advisor recommends that you contribute to a traditional IRA, believing it will help you grow your retirement savings. On the surface, it seems like sound advice. However, if your income is higher than the IRS threshold for a deductible contribution, you could end up facing unnecessary penalties.

A CPA would have known your income level and could have advised against this move, offering alternative retirement savings options that both reduce your tax liability and support your long-term financial goals.

This example highlights a common pitfall in working with separate advisors: lack of communication and coordination. With Sansone & Associates, P.C., that risk is minimized. Our team ensures that your financial plans are synchronized with your tax situation, so you don't have to worry about costly mistakes or missed opportunities.

Why Choose a CPA Who Is Also a Financial Advisor?

1. Comprehensive View of Your Financial Situation: We can review your tax returns and investment portfolios simultaneously, ensuring both align with your short-term needs and long-term goals.

2. Tax-Efficient Investment Strategies: We help you avoid unnecessary taxes by designing investment strategies that take advantage of tax-advantaged accounts, such as IRAs, Roth IRAs, and 401(k)s, while maximizing returns.

3. Personalized Financial Advice: Since we're familiar with your entire financial picture, we can offer advice that fits you uniquely, whether you're looking to buy a home, save for college, or plan your estate.

4. Increased Convenience and Coordination: Managing your wealth and tax needs in one place means less hassle and more peace of mind. You don’t have to juggle meetings with separate professionals or worry about one part of your plan derailing another.

Solving the Financial Puzzle Together

At Sansone & Associates, P.C., we put the pieces of your financial puzzle together seamlessly. We understand that financial success isn't just about minimizing taxes or achieving high investment returns—it's about coordinating both for the greatest overall benefit. When your tax strategy and investment plan are aligned, you're much more likely to achieve your financial goals.

Let us help you complete your financial puzzle, ensuring all parts of your plan—taxes, investments, retirement savings, and more—work together in harmony. Our team is ready to provide you with customized advice that’s designed for your unique situation.

Contact Us Today

If you’re ready to take control of your financial future with a firm that understands the full picture, contact Sansone & Associates, P.C. We’ll work with you to create a comprehensive plan that helps you grow your wealth and manage your taxes efficiently.

You can reach us by phone or through our website contact form. Let's start the conversation about how our combined CPA and wealth management services can benefit you.