Real Estate Services

We understand the local real estate market and offer a comprehensive range of financial, tax and accounting services tailored to meet the specific needs of the real estate industry.

Real Estate. Real Results

The real estate industry encompasses a broad spectrum of entities. Commercial real estate developers and managers, investors, and affordable housing agencies all encounter compliance requirements and tax credit opportunities specific to this industry. When you are involved in real estate, it’s important to partner with a certified public accounting firm that has a deep understanding of and experience with the tax and regulatory aspects of this industry. You need to work with a CPA firm in Western Massachusetts that has the knowledge and expertise to help you control costs, optimize cash flow and identify tax opportunities specific to the real estate industry.

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Call us at (413) 536-8510

Real Estate Professional Services

Meyers Brothers Kalicka, P.C. has a significant real estate industry practice that serves the for-profit and not-for-profit sectors. Our clients include residential and commercial real estate investors, commercial developers and property management companies, as well as HUD-assisted sectors. Let our technical knowledge, and our business and industry-specific strategies help you maximize the returns on investment of your real estate portfolio.

Income and excise tax preparation and strategic tax planning

Financial forecasts, budgets, projections and feasibility studies

Financial statement audits, reviews and compilations

Development and tax credit applications

Rehabilitation tax credit consulting and compliance

Real estate tax assessment appeals

Cash flow modeling and analysis

Like Kind Exchanges — 1031

Depreciation schedule calculations

Debt structuring, equity financing transactions

Cost segregation studies

Strategic management consulting

Purchase and sales advisory services

Investment account analysis and strategies

Regulatory agency compliance

Areas of Focus: Exempt organization tax returns; Limited partnership and LLC tax returns; Preparation of LIHTC and HUD cost certifications; Audited financial statements; LIHTC; HUD; The Massachusetts Housing Finance Agency (MHFA); The Office of Rural Development; Other assisted developments

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Experienced Real Estate Accounting Team

Submit any inquiry or request for proposal (RFP) below.

Real Estate Accounting Insights

Carefully Documenting Expenses is Key to Surviving the IRS Scrutiny

By Katrina Arona • June 3, 2025

Business owners either established or just starting up, should maintain accurate records for income and expenses. Carefully documenting expenses is essential to claiming all eligible tax deductions. Having good standing records can help defend amounts reported on tax returns in case of an IRS audit or court challenge.

The sun is shining through the branches of a cherry blossom tree.

Mindfulness and Mentorship - Steps to Building an Effective Mentorship

By Katrina Arona • May 28, 2025

The value of an effective mentorship can make a difference in personal and professional growth of employees. Overall effecting the performance of individuals involved, increasing productivity, and fostering self-development through encouragement in the expansion of professional expertise.

Get to Know the “Unusual” General Business Credit

By Katrina Arona • May 12, 2025

Tax Tip: Tax credits are more valuable than a tax deduction, however they are not unlimited. The general business credit can limit the aggregate value of tax credits.

Real People. Real Stories. Real Results.

MBK Real Estate accounting firm customer testimonials.

"I value my long-term, multi-generation relationship with MBK. MBK provides exceptional service and professionalism."

Francis C. | C & W Breckwood Realty Company, LLC

“We have used MBK since first purchasing Monarch Place and the Sheraton Springfield. The service and advisory we have received from Meyers Brothers Kalicka have been exceptional. Since then, we have subsequently expanded in both real estate and hotel holdings. MBK will continue to be our trusted advisors as we grow.”

Paul P. | Monarch Enterprises