Congratulating Our Employees on Their Work Anniversaries: Fall/Winter 2023

We would like to extend our warmest congratulations to our employees who are celebrating work anniversaries in Fall 2023. Your commitment and dedication to MBK have been invaluable, and your hard work does not go unnoticed. Meyers Brothers Kalicka, P.C. recognizes that at the core of our ability to implement on our mission and vision, is our people. The contributions from our employees enable us to better serve our clients, our community and each other. We celebrate your loyalty, diligence, and enthusiasm for contributing to the success of the firm!

Elliot: 44 years with MBK 

Elliot, who has been with MBK since 1979, focuses on audit, compilation and review. A licensed health insurance broker and a CPA licensed in Massachusetts, he is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Elliot holds a B.S. in Business Administration from the University of Massachusetts, Amherst, and an M.S. in Taxation from the University of Hartford. Elliot serves as financial secretary for the Independent City of Homes Association, treasurer for the City of Homes Cemetery Association and is the past Treasurer of Longmeadow Wrestling Booster Club.

Cheryl: 28 years with MBK

Cheryl, who has been with MBK since 1995, focuses on consolidated multi-state tax returns. A CPA licensed in Massachusetts, she is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Cheryl holds a B.S. in Business Administration from Westfield State University and an M.S. in Taxation from Bentley University. Cheryl is a former treasurer and board member for Rebuilding Together, Springfield, and a former treasurer for the March of Dimes Western Division.

Debra: 23 years with MBK

Deb, who has been with MBK since 2000, focuses on taxation. A CPA licensed in Massachusetts, she is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Deb holds a B.S. in Business Administration from Stonehill College. She previously served as Vice-Chair for the Springfield Technical Community College Board of Trustees.

Jim: 19 years with MBK

Jim prides himself on providing clarity for his clients on complicated and technical matters. For him, it’s about giving his clients the information and understanding they need to make good business decisions. Jim’s wide range of experience and expertise allows him to make it easy to keep his clients focused on strategy, long-term planning and proactive problem solving. He takes care of the technical details so his clients can take care of their business. Read more about Jim.

Dan: 18 years with MBK

Dan has been with Meyers Brothers Kalicka, P.C. (MBK) since 2005, working primarily with large companies and corporations as well as with high net-worth individuals. He has over 20 years of accounting experience handling many of the most complicated tax-preparations in these areas, including multi-state tax-preparation. His extensive experience makes him a valuable resource to clients for technical and operational support.

He leads the tax intern program at MBK which has resulted in numerous hires in the firm. He states, “Mentorship is so important, because individual success benefits not only the individual, but also our clients who are the cornerstone of everything that we do.” Dan holds a Bachelor of Science, Accounting from American International College. Dan is member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Tony: 17 years with MBK

Tony, who has been with MBK since 2006, focuses on for-profit audits, compilation and review. A CPA licensed in Massachusetts, he is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Tony holds a B.S. in Business Administration from Fordham. Tony also serves as treasurer for the Veritas Prep Charter School Board of Trustees.

Kara: 12 years with MBK

Kara is a licensed certified public accountant in Massachusetts and has been with Meyers Brothers Kalicka, P.C. since 2011. “I strive to be a trusted advisor for my clients. I want my clients to feel like they are my top priority and that begins with being available and responsive. I’ve had many clients for close to 10 years, and when I go to their offices, I feel like one of them. I value the relationships that I have nurtured with them over the years,” she reflected.

She holds a Bachelor of Accountancy from Roger Williams University and a Master of Accountancy from Western New England University. She is a member of the Massachusetts Society of Certified Public Accountants (MSCPA) and CPAmerica. Kara serves on the audit committee for the United Way of Hampshire County.

Fran: 10 years with MBK

Fran joined MBK in 2013, with significant tax preparation experience and a special focus in tax preparation for not-for-profit organizations and individuals. She will be taking on a larger leadership role with the firm’s tax-exempt clients, preparing larger 990 returns, and reviewing smaller tax-exempt clients. She also assists with tax planning & tax projection projects for a wide breadth of clients and prepares more complex corporate consolidated returns.

She is a member of the Massachusetts Society of Certified Public Accountants (MSCPA). Fran holds an associate degree in accounting from Holyoke Community College and is currently enrolled in a bachelor's degree program at Westfield State University. Fran resides in Easthampton with her husband, two daughters, and her dog where she enjoys spending with her family, reading, crocheting, and crafting.

Peter: 4 years with MBK

Peter joined the tax department at Meyers Brothers Kalicka, P.C. in 2019 after spending 13 years in public accounting with Lester Halpern P.C. and Whittlesey P.C. where he has experience providing both audit and tax services in a variety of industries including not-for-profit, medical, manufacturing, IT and restaurants. Peter received his Master of Science in Accounting from Western New England College, and his Bachelor of Business Administration from the University of Massachusetts, Amherst. Peter is a certified public accountant in Massachusetts and a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). Peter also volunteers as the treasurer on the board of directors for the Pioneer Valley Symphony.

Samantha: 2 year with MBK

Sam works as a paraprofessional at Meyers Brothers Kalicka, P.C. She received her associate degree in accounting from Holyoke Community College and is a candidate to receive her bachelor’s degree in accounting from the University of Southern New Hampshire in Summer of 2022. Sam, who has deep roots in Western Massachusetts, was also recently awarded the PwC, LLP Scholarship by the Massachusetts Society of Certified Public Accountants.

Olivia Calcasola: 2 year with MBK

Olivia is an associate in the taxation department at Meyers Brothers Kalicka, P.C. (MBK). Prior to MBK, she worked for two years as a senior corporate tax associate for a Boston-based firm. Olivia brings a strong sense of service to MBK, with the view that great customer service stems from complete understanding of the clients’ needs and wants, inside and out. Olivia holds a Bachelor of Science and a Master of Science in Accounting from the University of Massachusetts, Amherst.

Karen: 1 year with MBK

Karen is an associate in the audit and accounting department at Meyers Brothers Kalicka, P.C. (MBK). She brings her experience in the nonprofit field to her work in public accounting with MBK and approaches customer service with a positive attitude, clear communication, and creative problem solving. Karen’s strong teamwork and commitment to continued learning and growth makes her an asset on each of her engagements. She holds a Master of Science in Accounting (MSA) from Merrimack College and a Master of Business Administration (MBA) from Clark University. Karen serves as Treasurer on the Board of Directors of the Northampton Parents Center and resides in Florence with her two children where she enjoys spending her leisure time in the outdoors.