Your financial success, our daily purpose.

40+ years serving your tax, bookkeeping and payroll needs.

Focus on what matters most to you. Simplify the complexity of taxes and accounting so you can enjoy life beyond the numbers.

Expertise beyond your accounting needs

With over 60 years in combined CPA experience, we are your confidant and partner as you manage your finances with precision and integrity. Our specialized insights in the realm of tax & accounting help you build and plan for generational wealth.

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Accounting, financial and tax services

Whether you are an individual, small business owner, or an enterprise manager we offer a range of services for your unique needs. Our services are grounded in integrity and reliability so you can enjoy the peace of mind that comes with a sound financial future.

Our Services

For organizations looking to optimize their business processes and strengthen related controls, we offer expert advisory services. We help you evaluate and improve your overall internal control environment so you can confidently operate with efficient systems, streamlined processes, and effective risk management procedures.

For our tax clients, we identify tax savings and implement tax minimization strategies to ensure you keep more of the money you earn. Maintaining a healthy financial reflection prevents costly mistakes, saves time and reduces headaches. Peace of mind is priceless.

PERSONAL TAX FILING

Our team of experienced tax professionals can help you file your taxes correctly and on time, so you can get the most out of your return.

BOOKKEEPING

Easily manage your business finances with our professional bookkeeping services. We provide comprehensive solutions for accurate record-keeping, financial reporting, and tax compliance, so you can focus on growing your business

BUSINESS TAX FILING

Maximize your tax deductions with our business tax filing services. Our team of experienced tax professionals can help you file your taxes correctly and on time, so you can get the most out of your return.

PAYROLL

Our payroll accounting service is flexible enough to meet the needs of businesses of all sizes. We offer a variety of features, such as direct deposit, tax withholding, and time tracking, so you can customize our service to fit your specific needs.

BUSINESS TAX PLANNING

With our expert planning services our team of CPA's offer customized solutions to minimize tax liabilities, optimize deductions, and ensure compliance with changing tax laws.

ENTITY FORMATION

Ready to start your new venture but not sure how to? Do you need help structuring a subsidiary for an existing company? Our entity formation services help you get your business up and running quickly and easily in the structure that serves you best.

FINANCIAL PLANNING & ANALYSIS

Its hard to make good business decisions without the right data. With KMA we help you perform budgets, forecasts and financial health analysis to keep you informed.

Our Services

Testimonials

I have had the distinct pleasure of working with Khalsa, McBrearty & Associates, LLP for the last 18 years. I not only deeply appreciate their technical abilities but also the heart and the passion by which they each conduct themselves. I am very grateful specifically for Jodha Khalsa and his team and their unique insights, extensive experience, and creative minds that have helped me on numerous occasions through our many years together. Jodha specifically provided me with proactive direction on how to move forward intelligently every single year with my many different companies and their associated challenges and unique situations. High praise for a great firm and great people!!!

Gary GietzCEO, Energy Service Partners

I have been very happy to work with Khalsa McBrearty for over 15 years. As an Asset Protection and Tax Attorney myself, I can say that the level of expertise they bring is truly second to none. I have referred many clients to them over the years and have always had excellent feedback. I consider myself fortunate to have found a firm that I believe really cares about being the best at what they do. I recommend them without reservation.

Douglass S. Lodmell, J.D., LL.M.Founder, Lodmell, J.D., LL.M.

"I've had the honor and privilege of knowing Dr. Jodha and his excellent team for over two decades. Their work is exceptional, thorough, and without reproach. I would recommend them to anyone to anyone large or small."

Mark & Jody Pectol

We have been with Khalsa McBrearty since 2013 when they first helped us navigate our business plan, and they have been by our side ever since. The knowledge of Ram Das and her staff, their patience, and the reasonable cost have been invaluable to me. They have always done an impeccable job when it comes to filing our taxes (both personal and business), preparing P'L's, and understanding our business, but one of the best things they offer is the added comfort that they are truly invested in our success.

Dr. Barrett