PERSONAL FINANCIAL PLANNING & WEALTH MANAGEMENT SERVICESWe will help you plan for the future and achieve your financial goals
With offices located in The Woodlands / Spring Texas, Ramdas Accounting helps our clients plan for the future and achieve their goals in an ever-changing financial and regulatory environment with thorough analysis and creative solutions. We are available year round. Pick up the phone, send an e-mail or schedule a meeting anytime if you have a question or would like to stop by.
What do I need to start?
Many taxpayers know they can hire a CPA to prepare and submit their personal income taxes, audit or value their business, or help them with the IRS, but as personal financial planners CPAs can also help you make an investment into your own future. Clients from all backgrounds and income levels are in need of personal financial planning. With complicated and ever changing tax laws and an explosion of new and exciting investment opportunities, many individuals find the expertise and guiding hand of a CPA can help them make the most of their money. At Ramdas Accounting we help clients plan for the future and achieve their goals in an ever-changing financial and regulatory environment with thorough analysis and creative solutions.
We are here to guide you through the confusing maze of investment opportunities out there- mutual funds, certificates of deposit, real estate, bonds, stocks, investment and retirement funds, and anything else you may be interested in. Before we get started working on the plan best suited for you, we’ll start by asking you these three questions: Where are you now? Where do you want to be? And how are you going to get there?
Where do you want to be?
Personal financial planning can help individuals from all income levels. Ask yourself, where do you want to be? Some of the many reasons you may need our help are:
- You’re concerned about retirement
- You want to prepare for your children’s education
- You would like to own a business
- You are anticipating an inheritance
- Your family earnings are dependent on one wage earner
- You have property in multiple states
- Your debt is excessive
- You’d like to start budgeting
We can help determine the amount of money you need to reach your goals, maintain your lifestyle, or pay off debts. We will personalize our services to you to maximize your net worth.
How can we help?
Ramdas Accounting’s staff will sit down with you to understand your unique financial situation and goals. We will take into account all of the features that make up your finances and develop ways to help you make your assets, savings, and investments grow faster than inflation. We can help you by explaining different financial and investment strategies. By providing an objective review of other advisors’ recommendations we can counsel you on the risks, liquidity, and tax characteristics of the investments. After assessing your financial situation and goals, our CPAs can help you determine how much to contribute to retirement accounts, evaluate your pension, make a budget, determine necessary income for goals and more. Ramdas Accounting values our clients, and not just around tax season. Our clients come to us for any financial questions they have in their life and we are happy to help with financial planning and advice. We are available year round. Pick up the phone, send an e-mail or schedule a meeting anytime if you have a question or would like to stop by.
Need help with your Taxes? Contact us today.
The Woodlands Office
1790 Hughes Landing Boulevard, Suite 400
The Woodlands, TX 77380
Tax + Financial Services
Estimated Tax + Planning
Quarterly tax payments and yearly assessments
Wealth Preservation + Lifestyle Management
Budgeting, forecasting and tax benefit development
Requested Document Preparation
FAFSA forms, bank loan refinancing and personal financial statements