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.
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.
Investment Management
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
Tax Planning
With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
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.
Pickleball in Retirement
Year-End Charitable Gifting and You
Who Is Your Trusted Contact?
