Satya Mitra

Dr. Satya Mitra, Ph.D.; E.A.; CFP(R), serves as the President and CEO of The Guru Tax & Financial Services, Inc., where he leverages over 30 years of extensive experience in tax resolution, investment strategies, and comprehensive financial planning. His dual expertise as an Enrolled Agent licensed by the Internal Revenue Service and a Certified Financial Planner (CFP) positions him uniquely to navigate the complexities of both domestic and international tax regulations. Under his leadership, The Guru Tax & Financial Services has successfully implemented innovative solutions that address the multifaceted financial needs of clients, ranging from individuals to small businesses.

Dr. Mitra is currently spearheading several key projects aimed at enhancing client engagement and financial literacy. One of his flagship initiatives is the development of a robust educational program that empowers clients with the knowledge and tools necessary to make informed financial decisions. This program not only covers essential topics in wealth management and strategic planning but also delves into the nuances of international tax consulting, reflecting the increasingly global nature of financial affairs.

In addition to his commitment to client service, Dr. Mitra is a sought-after motivational speaker, sharing insights on effective financial strategies and the importance of proactive planning. His ability to communicate complex financial concepts in an accessible manner has made him a respected figure in the industry. With a focus on fostering long-term relationships and delivering tailored financial solutions, Dr. Mitra continues to drive The Guru Tax & Financial Services toward new heights of excellence in the financial services sector.