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Sansone CPA & Financial

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.
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We love it!

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They did a very, very good job.

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I was very happy with their prompt response and excellent quality of workmanship.


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Feedback report

The feedback presented on this page was collected by GuildQuality from Verified customers of Sansone CPA & Financial using our impartial third party survey process. To learn more about GuildQuality and our survey process visit www.guildquality.com

Sansone CPA & Financial

850 S McHenry Ave, Ste D,
Crystal Lake, IL
http://www.sansonecpa.com/ (815) 459-4300