Sansone CPA & Financial

Sansone CPA & Financial

  • 850 S McHenry Ave, Ste D
  • Crystal Lake, Illinois
  • 60014
  • Phone: (815) 459-4300
  • Fax: (630) 447-0327
  • Website

Description

Sansone CPA & Financial is a fee-only fiduciary financial advisor and CPA in Crystal Lake, IL, serving retirees, pre-retirees, and business owners across McHenry County. We coordinate tax planning and investment management so your financial decisions work together — not against each other.

Most people receive financial advice in pieces:

• A CPA prepares the tax return
• An advisor manages the investments
• Decisions get made independently

Without coordination, planning opportunities are missed and unnecessary tax surprises can occur. At Sansone CPA & Financial, wealth management and tax strategy are aligned under one relationship — led by an advisor who is both, a licensed financial advisor and CPA.

Company contacts

  • Anton Prokopenko
  • Owner

Products & services

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