Sansone CPA & Financial

Sansone CPA & Financial is an accounting and financial advisory firm in Crystal Lake, IL, located at 850 S McHenry Ave Ste D. It holds a rating of 5.00 based on 0 reviews.

The firm provides wealth management and tax services through a coordinated approach that combines the responsibilities of a financial advisor and a CPA. They serve retirees, pre-retirees, and business owners by managing investment decisions and tax strategies under one roof.

The firm's services include tax preparation for individuals, businesses, and trusts, alongside multi-year tax projections and scenario modeling. They offer specialized tax strategy services such as reasonable compensation analysis, retirement plan selection, and accountable plans. For tax clients, they provide assistance with IRS and state notices related to returns prepared by the firm.

As a wealth management provider, the firm offers fee-only fiduciary advice with no commissions. Their investment management focuses on portfolio management with tax-loss harvesting, asset location, and gain/loss budgeting. They assist clients with retirement income strategy, including withdrawal sequencing across taxable, tax-deferred, and Roth accounts, as well as Roth conversion analysis. For business owners and executives, they provide concentrated stock and business sale planning, covering timing, installment options, and qualified small business stock analysis. The firm also performs beneficiary and estate coordination by working with attorneys to align trust structures and tax outcomes.

Founder Anton Prokopenko, MBA, CPA, CFP, EAMBA, is an IRS Enrolled Agent and a member of the NATP and the Illinois CPA Society. He specializes in retirement planning, business tax strategy, and personalized financial advice.

The firm sits on S McHenry Ave in Crystal Lake, just steps from Crystal Lake Outlet and about a third of a mile from Cress Creek and Knaack Park.

BizScoreAI awarded the business a Technical score of 93 out of 100, which ensures the website is secure and easily readable by search engines. The Discoverability score of 75 out of 100 allows AI crawlers to access all pages, enabling potential clients to find the firm through AI recommendations. Additionally, the business ranks number 1 of 4 Accountant businesses that BizScoreAI has scored in Crystal Lake.