Boston Financial
Kellen Chen, EA, currently serves as a Senior Tax Associate at Boston Financial since March 2021, previously holding the title of Tax Associate. In addition, Kellen works as a Realtor with Blue Ocean Realty Boston since December 2019, assisting clients in buying and selling real estate. Kellen is also a Tax Accountant at ASCEND Tax Services, preparing federal and state income tax returns and advising clients on tax minimization strategies. Previous experience includes an Accounting Assistant role at Scenic - Luxury Cruises & Tours and a position as an Advance Tax Preparer and Quality Intake Reviewer at Quincy Community Action Programs, Inc. Kellen was also involved in finance and budgeting for the Umass Boston Chinese Students & Scholars Association. A graduate of UMass Boston, Kellen holds a Bachelor's degree in Accounting and Finance.
Boston Financial
Boston Financial Boston Financial is a national leader in the low-income housing tax credit (LIHTC) industry, with a proven track record in syndication services as well as asset and portfolio management. We have the largest syndicated portfolio in the country. Serving as a trusted partner, we foster investments in housing that create a positive impact in communities across the U.S. as we stay true to our core values: integrity, collaboration, exceptional client service, and social responsibility. Founded in 1969, our company has focused on providing exceptional client service to its investors and developer partners and has built one of the most experienced management teams in the industry. At Boston Financial we work side by side with investors and developers to make successful LIHTC investments in high quality assets that create affordable housing opportunities in urban and rural communities across the US. Boston Financial has invested over $13.1 billion of equity in LIHTC properties since 1986 and currently manages a $7.3 billion portfolio comprising over 1,150 properties and 114,000 units, making Boston Financial one of the largest and most experienced syndicators in the tax credit industry. Boston Financial is a wholly owned subsidiary of ORIX USA Corporation.