About Sean T. Keating
I have over 30 years of experience in the financial industry. I spent most of my corporate career (20 years) working at Goldman Sachs and UBS. When I left UBS, I was COO of Financial Planning US, where I oversaw the financial planning and tax desks. I grew up working in my uncle's tax practice.
Being an IRS Enrolled Agent (EA) and Certified Financial Planner™ (CFP®) gives me a unique perspective on helping clients solve their tax problems. In addition, I have several people in the office who can add bookkeeping, additional tax return, tax planning, and ax resolution support.
My wife Liz and I live at the Jersey Shore with our two young boys, Robert and Shane. I am on the board of several nonprofits which support our military and local businesses and volunteer with the local Fire Department.
I would love to see how I can help you live a less burdened life.
Being an IRS Enrolled Agent (EA) and Certified Financial Planner™ (CFP®) gives me a unique perspective on helping clients solve their tax problems. In addition, I have several people in the office who can add bookkeeping, additional tax return, tax planning, and ax resolution support.
My wife Liz and I live at the Jersey Shore with our two young boys, Robert and Shane. I am on the board of several nonprofits which support our military and local businesses and volunteer with the local Fire Department.
I would love to see how I can help you live a less burdened life.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- New York State Department of Taxation
- New Jersey Division of Taxation
- Pennsylvania Department of Revenue
- California Franchise Tax Board (CA FTB)
Reviews
Problem Experience
- Unpaid Taxes
- Wage Garnishment
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Trust Fund Recovery Penalty
- Tax Preparer Penalties
- Spousal Tax Issue
- Tax-Related Identity Theft
- Notice of Deficiency
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Warrant
- Tax Penalties
- Tax-Related Identity Theft
- Tax Audit or Examination
- Franchise Tax Issues
- Entity Creation and Dissolution
- Residency Claims / Wage Allocation
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Unfiled Sales Tax
- Unfiled State Payroll Tax
- 100% Penalty Assessment
- Tax-Related Identity Theft
- Tax Audit or Examination
- Entity Creation and Dissoultion
- Entity Creation and Dissolution
- Residency Claims / Wage Allocations
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Lien
- Tax Penalties
- Tax Audit or Examination
- Residency Claims / Wage Allocations
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Tax Audit or Examination
- Franchise Tax Issues
- Residency Claims / Wage Allocations
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Lien Withdrawal
- Business Tax Preparation
- Trust Tax Preparation
- Gift and GSTT Tax Preparation
- Estate Tax Preparation
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- Tax-Related Identity Relief
- Bankruptcy
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- CSED Analysis
- Streamlined Filing Procedure
- IRS Transcript Analysis
- Creating EINs for Entities and Estates
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Individual Tax Preparation
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Hardship - CNC
- Estate Tax Preparation
- Fiduciary (Trust & Estate 1041)
- Tax Appeals
- Residency Claims / Wage Allocations
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Business Tax Preparation
- Amend Tax Returns
- Tax Appeals
- Audit Defense & Support
- Inheritance Tax Preparation
- Estate Tax Preparation
- Payroll Tax Preparation
- Sales and Use Tax Preparation
- Bankruptcy
- Tax Amnesty
- Tax-Related Identity Relief
- Residency Claims / Wage Allocations
- Payment Plan (Defered Payment)
- Penalty Abatement
- Individual Tax Preparation
- Business Tax Preparation
- Amend Tax Returns
- Audit Defense & Support
- Inheritance Tax Preparation
- Residency Claims / Wage Allocations
- Installment Agreement
- Individual Tax Preparation
- Penalty Abatement
- Tax Appeals
- Business Tax Preparation
- Amend Tax Returns
- Audit Defense and Support
- Residency Claims / Wage Allocations
Tax Types Serviced
Corporate Tax
Income Tax
Estate & Entity Formation and Dissolution
Employment/Payroll Tax
State Sales & Use Tax
Gift Tax/GST Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
12/5/2013
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Founder | Patriot Financial Advisors | Long Branch, New Jersey | Aug 2010 - Present |
| COO Financial Planning US | UBS | Weehawken, New Jersey | Jul 2006 - Apr 2009 |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Saint John Fisher College | Bachelor's Degree | 1993 |
| College for Financial Planning, Inc. | Master's Degree | 2022 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| American Society of Tax Problem Solvers | Member | 2018 - Present |
Contact Information
Address
Long Branch, New Jersey 07740
In Office Visits
No
Website
Pricing & Payments
Free Consultation
Free Quote
Virtual Consultation
Flat Fee Pricing
Contact Me for Details
Amex
Visa
Mastercard
Paypal
Venmo
Money Order
Check
Cash
Zelle
Videos & Photos
Photo
Photo
Photo
Photo
Other Professionals to Consider
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