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Why We’re Different
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Why We’re Different
About
- Meet the Team
- Our Story
What We Do
Are We Right for You?
Pricing

Tax Planning

A Core Service, Not an Afterthought

For generations, ultra-high net worth families have invested time in finding and deploying tax strategies. Why? It’s the easiest and lowest risk way to increase your wealth.

We believe you deserve to use these strategies too. That’s why we incorporate tax planning into everything we do.

This way, we can help you minimize your taxes, so you can free up money for savings or other goals.

In-House Tax Expertise

Most financial advisors don’t pay enough attention to taxes. And that’s understandable since it is a different discipline.

That’s why our specialized team includes an IRS Enrolled Agent under the same roof. We all work together to help you find strategies to save money.

Here’s how it works:

We’ll ask you to share two years of recent tax returns.
We’ll review those with our in-house tax advisor to look for ways to reduce your taxes.

For example, if you’re a business owner, we may suggest different retirement, health plan or family payroll strategies to cut your tax bill.

Or maybe you’re dealing with the upcoming sale of a business or a highly appreciated property or farmland. In those cases we may be able to find strategies to minimize the tax liability through trusts or inter-family transfers.

As we all know, the tax code is complex; but along with complexity comes opportunity. Our specialized team is trained to help you find opportunities to save you money.

Our investment management includes actively managing capital gains as well.

The higher your income, the more you can benefit from our tax planning expertise.

About Patriot Asset Advisors

With over 55 years of combined experience, Patriot Asset Advisors helps successful people more effectively prepare for the future. Our unique small team of wealth managers, financial planners and tax professionals bring you the strategies you need to preserve your wealth, minimize your taxes and create a confident retirement. While we’re based in Licking County, Ohio, we serve clients nationwide.

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Patriot Asset Advisors
7889 East Broad Street SW
(Mail to: PO Box 933)
Pataskala, OH 43062
(614) 944-5225
info@patadvisors.com

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