Personal Tax Services

Maximize your refund.
Quick and easy tax filings, done for you.

The Problem

Tax season can be a stressful time between the many forms to fill out and the costly mistakes that lead to penalties and even audit.

The Solution

Our comprehensive tax preparation service can take care of all your paperwork and maximize your deductions and credits by understanding your unique tax situation.

Why Work with KMA

Peace of Mind

Avoid costly mistakes and penalties with taxes filed correctly and on time.

Time Savings

Our professionals are experts in tax law and can help you navigate the complex tax code.

Tax Savings

Maximize all the deductions and credits that you are entitled to.

Individual CPA Services

Personal Tax Filing

Tax Filing Done Easy. With our simple, flat rate filing fees we give you peace of mind that your taxes are done right the first time as we work with you to get the maximum return.

Frequently Asked Questions

What is the difference between tax preparation and tax planning?

Tax preparation is the process of completing and filing your tax return. Tax planning is the process of developing strategies to reduce your tax liability. We can help you with both tax preparation and tax planning.

How do you keep my tax information confidential?

We are required to follow strict confidentiality guidelines. This means that we will not share your tax information with anyone without your permission.

What experience do you have with my tax situation?

If you have a complex tax situation, it is important to choose a CPA firm that has experience with your specific type of tax return. For example, if you are self-employed or have investment income, you should choose a CPA firm like ours that has experience with these types of tax returns.

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!!!

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.

"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."

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.

Speak with a Tax Expert

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Explore the wide array of services we offer to help you simplify you taxes and financials.

Resources

Blogs, articles, media and specially curated resources to help you succeed in managing your financial and tax matters.