Welcome!

I provide accounting, tax, financial services and investment planning services to individuals and businesses.

Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.

My Practice

I offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.

Services

Taxes

I provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Additional Services

  • SIMPLEs
  • Long-Range Personal Planning
  • Limited Liability Companies
  • Business Tax Planning
  • Business consulting
  • Roth IRAs
  • Accounting services
  • Business Federal and State Tax Preparation
  • Standard Tax Filing
  • Payroll reporting
  • Debt Reduction Plans
  • Corporations
  • Payroll registry
  • Electronic Tax Filing
  • Rollovers
  • S-Corporations
  • Payroll checkwriting
  • IRAs
  • Individual Tax Planning
  • SEPs
  • Small business consulting
  • Business Bookkeeping
  • Estate and Gift Tax Planning
  • Partnerships
  • Individual Federal and State Tax Preparation
  • Payroll services
  • Business startup
  • Long-Range Business Planning

About Me

Education

Biochemistry,

Doctor of Philosophy,

Doctor of Philosophy,

Designations

ATA - Accredited Tax Advisor

CFP® - Certified Financial PlannerTM

CFS - Certified Fund Specialist

EA - Enrolled Agent

Licenses

Securities
  • Exams: 6, 63
  • States: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, WA
Insurance
  • License: A&H, Life, Variable
  • States: NH
  • License: A&H/Sickness, VL/VA, Life
  • States: MA
  • License: General Lines- Life Health and Variable
  • States: TX
  • License: Health, Life/Ann, Variable
  • States: VA
  • License: Variable, A&H, Life
  • States: OH
  • License: Variable, Life only, A&H
  • States: CA
  • License: VL/VA, A&H, Life, VA
  • States: CT
  • License: VL/VA, A&H/Sickness, Life
  • States: NC
Advisory
  • License: Investment Advisor Representative
  • States: AZ, CA, CT, GA, KY, MA, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WA

Resources

Advisory Services

Investor Resources


About HD Vest

Recognized by Financial Advisor as one of the top firms in the industry,1 we are committed to changing America by reinventing the way people invest. Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,500 independent contractors manage over $35 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.2
1 Independent Broker-Dealers 2013, Financial Advisor Magazine, April 2013
2 As of January 1, 2014

Contact

Satya Mitra
446 Main Street 16th Floor
Worcester, MA 01608

Email: MitraS@hdvest.net
Phone: 508-797-0005
Fax: 508-797-0006