Broker Check
Dr. Satya Mitra, Ph.D., E.A., CFP<sup>&#174;</sup>

Dr. Satya Mitra, Ph.D., E.A., CFP®

In 1990, Satya established his own tax consultancy and financial planning practice and now he is the President and CEO of his firm named "The Guru Tax & Financial Services, Inc." located in Worcester, MA. For decades he has not only raised a successful and reputable business but also used the success of this business helping community in various ways.

Dr. Mitra strongly believes that every one of us is here not only for ourselves but to be there for others as well, especially every business owner must dedicate themselves in the service of the community they run the business in.

Here for you!

Dr. Satya Mitra journeyed from a childhood of poverty and severe adversity to a successful career as a financial advisor and community leader. Now in a position to give back, he uses his experiences to positively affect the lives of others. 

Retirement Planning

Retirement Planning

Dr. Satya Mitra, Ph.D., E.A., CFP® can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Learn more
Investment Management

Investment Management

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more
Tax Planning

Tax Planning

With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Learn more
Foreign Reporting

Foreign Reporting

The Guru Tax & Financial Services specializes in reporting assets owned and sold in a foreign country by US citizens and permanent residents in their US tax returns.

Learn more

Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
Learn More
To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Learn More
6 Ways to Stay Ahead of Rising Retirement Costs

6 Ways to Stay Ahead of Rising Retirement Costs

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
Learn More
Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.
Learn More

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!