About us

Patriot Tax Services

 

Sean Keating is a multi-certified financial and tax expert who combines 30+ years of professional experience in the financial planning, wealth management, taxation, compliance, and trading industries with approachable, personalized service to help clients of all income levels.

 

Having achieved the highest level of certification in both the investment and tax industries as a Certified Financial Planner (CFP) and an IRS Enrolled Agent (EA), Sean stands out from other financial professionals by bringing together a wealth of experience and education in multiple industries to provide comprehensive advice that considers all aspects of his clients’ financial lives.

He has also earned many specialized certifications that focus on financial services for more specific client needs, such as for individuals considering divorce, those working in the sports and entertainment industries, and environmentally minded investors, just to name a few. As a Partner at Rosso Financial Group, Sean provides excellence in both wealth management and financial planning services. Sean ensures that his financial plans are created as separate, unbiased services that are always in the client’s best interests. He also offers a special white-glove program for ultra-high net worth clients to coordinate the client’s own team of individual tax, investment, and legal advisors, providing the ultimate package of coordinated wealth management for those who have a more complex financial position to oversee.

In addition to his role at Rosso Financial Group, Sean is also the Founder of Patriot Tax Services, a company that provides tax preparation, planning, and resolution services for individuals, families, and businesses of all sizes. Whether advising, managing, investing, or tax planning, Sean’s expertise in multiple industries allows him to see the big picture and recommend the best course of action for each client. A graduate of Christian Brothers Academy and St. John Fisher University, Sean has also earned both a Six Sigma Black Belt certification from Rutgers University and a Master of Science degree in Personal Financial Planning from the College for Financial Planning.