Sandhyaa Ram is a Tax Associate at Robertson Stephens, where she plays a key role on the Holmdel, NJ Team. With 7 years of professional experience, she collaborates closely with Frankie Corrado, CFP®, RLP and Kevin Talty, CFP®, EA.
Her expertise spans 4 years in US Tax Services, where she delivers comprehensive support across individual (Form 1040), partnership (Form 1065), and corporate (Form 1120 S & C) tax filings. She also contributes to tax planning, current-year and year-end tax analysis, and progression strategies. Additionally, Sandhyaa has 3 years of experience in investment banking, supporting clients in the US and Europe with fund portfolios, OTC derivatives, fund pricing for Nasdaq and European markets, and federal and state tax reporting calculations involving W2/W4 and 1099 forms.
Before joining Robertson Stephens, Sandhyaa served as a Senior Tax Analyst at Holsinger CPA LLC (Pittsburgh), working remotely from Bengaluru. During her tenure, she managed over 100 individual tax filings (Form 1040) during the April tax season (2025), both as a preparer and reviewer. Prior to that, she worked with Green CPA LLC (Prospect Heights, Illinois – WFH Bengaluru), assisting CPAs and business owners primarily with 1065 and 1040 tax returns.
Sandhyaa holds a Bachelor’s degree in Commerce (Accounting and Finance) from Dr. MGR Janaki College, affiliated with Madras University, and is licensed by the IRS to sign tax returns as a preparer and reviewer.
Outside of work, Sandhyaa enjoys painting—especially acrylic and mandala art, creating wall-hanging crafts, and playing the western keyboard.