Tax Planning & Preparation Division


Gordon W. Ulen, CPA is the head of the Tax Planning & Preparation Division at The Retirement Financial Center and a Registered Representative of United Planners. Gordon received his MBA from Suffolk University and has more than 30 years of experience running the financial operations of a wide range of companies. Gordon helps clients coordinate their investments and their taxes and can help you save money on taxes.

We will suggest ways to reduce your taxes. There are many new tax savings and audit traps and it’s easy to miss deductions or fall into IRS red-flag, audit-me-now territory without even knowing it. We believe taxes will increase, so planning is more important than ever before. Even simple returns are more complicated than last year. There have been a myriad of tax changes in the 7 tax bills passed in the last 18 months.

We would like to be your tax consultant and financial professional for years to come. That’s why you can be sure we’ll do our best to prepare your tax return accurately year after year and will save you every possible tax dollar. The most important thing you can do is hire the right CPA to help you at tax time and throughout the year.

WHAT TO DO NOW:


I. Make the decision to have a Certified Financial Planner™ and a Certified Public Accountant on your Tax Team

II. Have your tax return prepared and analyzed for tax reduction strategies. Most people have their tax returns prepared without receiving any recommendations for ways to reduce taxes.

III. Call us today at 978-777-5000 and we will send you a Tax Organizer and answer your questions.
The Retirement Financial Center Specializing in All Tax Returns (all states)
  • Income Tax Return Preparation
  • Individual
  • New Business Setup
  • Complete Year-round Services
  • Sole Proprietorship
  • Business Planning
  • Partnerships
  • Non-Profit
  • Free Electronic Filing
  • Estates
  • Corporations
  • Confidentiality
  • Tough Tax Problems Resolved
  • Trusts
  • Fair & Reasonable Fees