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About KMA

At KMA, it’s all about you – our valued clients, dedicated employees, and thriving community. With personalized financial services designed exclusively for your individual profile, we ensure that individuals and business owners experience peace of mind, minimizing risk while maximizing gains. We firmly believe that strong organizations form the foundation of a vibrant community. Our unwavering mission is to support our clients in creating jobs, investing in the community, and fostering economic cohesion. Together, we build a better future for all. Welcome to KMA, where people and prosperity unite.

Our Mission​

At KMA, we empower clients to achieve financial freedom and build lasting wealth. Through personalized solutions and unwavering dedication, we create a legacy of prosperity for generations to come.

Our Vision​

Build long lasting family success for our clients while serving their individual purposes with strength and courage. As we continue to lead and inspire, we strive to be the catalyst for positive change, empowering individuals and businesses to thrive and secure a brighter future. Together, we'll shape a world where financial dreams are realized, and opportunities are boundless.

Leadership Team

Established by Jodha Khalsa in 1982, Khalsa Accounting has been serving our diverse client community in Phoenix for over 40 years. Everyday we go the extra mile to deliver top notch Accounting & Financial Planning services. All in an effort to fulfill our mission to build small businesses in the United States.

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Jodha Khalsa

CEO/CPA

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In his role as CEO, Dr. Jodha Khalsa leads the accounting, financial modeling, and strategic direction for Khalsa McBrearty Accountancy. He has over 35 years of Accounting & Tax experience across tax preparation, tax reviews, and financial audits.

Dr. Jodha earned his Bachelor of Arts in Economics from Harvard University and holds a PhD in Accounting from Arizona State University. In 1984, he founded Khalsa McBrearty Accountancy, LLP and currently works with financial institution clients, such as Service Finance Company. 

“The intersection of finances and daily life is directly impacting consumers and businesses globally. At Khalsa Accounting, we see everyone as a person whose wants may be different, but their needs are very similar; financial freedom and the peace of mind that comes from it. This is how we create the maximum impact.” -Dr. Jodha Khalsa. 

In his role as CEO, Jodha Khalsa leads the accounting, financial modeling, and strategic direction for Khalsa Accounting. Jodha has over 35 years of Accounting & Tax experience across tax preparation, tax reviews, and financial audits.

Jodha earned his Bachelor of Arts in Economics from Harvard University and holds a PhD in Accounting from Arizona State University. In 1984, he founded Khalsa McBrearty Accountancy, LLP and currently works with financial institution clients, such as Service Finance Company.

Ram Das

Partner/ Senior Tax Manager

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Ram Das (aka Maria Albrecht) has been with the firm since 2004. She specializes in tax returns and tax planning with a focus on medical and real estate clients. Admitted to practice as a Certified Public Accountant in 2005, Maria received her Master’s Degree from the University of New Mexico and a B.A. in International Business Administration. She speaks fluent Spanish and Italian. Maria sits on board of 3 non profits acting as the treasurer. 

KMA Team

Michele Oleson, CPA

Tax & Assurance Senior

Jessica Crandell

Billing Manager

Denise Pitterle

Tax AccountanT

Stacy Voss

Accountant - Payroll

Valentyna Marchenkova

Accountant - Payroll

Prabhdeep Bedi

Tax Accountant

Monica Valdes

Office Manager

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 Gietz CEO, 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
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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 Gietz CEO, 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
Previous
Next

Khalsa McBrearty Accountancy, LLP is a Phoenix, AZ based accounting firm.

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