Khalsa McBrearty Accountancy, LLP is dedicated to providing high quality, cost-effective accounting and tax and services. We are a relationship-orientated firm and the services we provide are customized for each client; we have a wealth of experience and knowledge to help you achieve your long-term personal and business goals.
Dr. Jodha S. Khalsa, PhD, CPA
Jodha has over 35 years of professional services experience with specific expertise in tax preparation, tax reviews and financial audits. As a graduate from Harvard University, a Certified Public Accountant since 1984 and after obtaining a PhD in Accountancy from the Arizona State University, Jodha is a highly sought out subject matter expert in complex financial modeling and business valuations. Jodha is a member of Arizona Society of Certified Public Accountants (ASCPA), American Institute of Certified Public Accountants (AICPA), and Institute of Business Appraisers. With a diverse client base in almost all industries, Jodha leverages his vast professional expertise to help his client achieve their goals.
William D. McBrearty, MBA, CPA, CLU
Bill’s tax and financial planning experience spans 40 years. He earned his MBA and Masters Degrees in Taxation and Finance from the University of Southern California-Marshall School. Bill holds the Chartered Life Underwriter (CLU) and is a member of the Arizona Society of Certified Public Accountants and the American Society of Certified Public Accountants. He specializes in investment, insurance and financial consulting, strategic tax planning and estate matters.
Maria Albrecht, CPA
Maria has over 7 years of combined accounting and tax experience. She specializes in individual, partnership and corporate tax returns, including returns for U.S. businesses and individuals residing abroad. She is well-versed in compilations and reviews. 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. Her personal attentiveness to her clients is exceptional.
Ronald K. Hiatt
R.K. joined Khalsa McBrearty Accountancy in 2001 where his expertise is in the areas of business valuations and economic analysis. He has been performing business valuations, intellectual property valuations and fractional interest discount studies since 1996. He has an MBA from the University of San Diego and a B.S. in Physics from the University of Southern California. Prior to joining Khalsa McBrearty Accountancy, he was a business appraiser with Abrams Valuation Group.
Teri Shakal, CPA
Since joining Khalsa McBrearty Accountancy in 2005, Teri has specialized in payroll, accounting, and tax return preparation. In addition, she has experience preparing compilations, and reviewed and audited financial statements. Teri has a B.S. in Natural Science from the University of Puget Sound and received her CPA license in 2009.
Rajashree Soman, CPA
Rajashree has over 14 years of public accounting and audit experience. Her recent audit experience includes audits of FHA mortgage banking and brokerage companies, Construction companies and 401(K) Plans. Rajashree is certified in India as a Chartered Accountant since 1998 and has been working in public accounting since 1995. She was actively involved in providing audit and assurance services to large multinational companies based in India before she moved in Phoenix, Arizona in 2003. She also has a Bachelor of law and Bachelor of Commerce from University of Mumbai, India. She has been a CPA licensed in Arizona since 2005.