About this company
Sansone CPA & Financial
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. Show more
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. Hide
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