Business Details
Trusted Accounting & Tax Services for Businesses and Individuals
At Messina & Associates, we prioritize integrity, professionalism, and accessibility in delivering accounting and tax services tailored to both businesses and individuals. Our team of Certified Public Accountants and IRS Enrolled Agents focuses exclusively on financial and tax solutions, avoiding investment products to maintain client-centric expertise. With decades of experience, including specialized aviation tax planning, we provide proactive strategies for tax minimization and business growth.Our commitment to continuing education ensures clients receive up-to-date strategies, while our participation in the AICPA Peer Review Program underscores our dedication to quality and transparency. Managing Principal Pete Messina's aviation expertise enables nationwide service through offices in West Chicago and Savannah, supported by a collaborative team that emphasizes innovative solutions and long-term client relationships.
Services
Accounting & Bookkeeping
Aviation Tax Planning
Tax Preparation
Audit Representation
Business Consulting
Estate Tax Planning
QuickBooks Support
Succession Planning
Highlights and features
- We offer specialized aviation tax expertise with decades of industry experience.
- Our team includes Certified Public Accountants and IRS Enrolled Agents.
- We voluntarily participate in AICPA Peer Review Program for quality assurance.
- Managing Principal is an Airline Transport Rated pilot for nationwide accessibility.
- We focus exclusively on accounting and tax services without investment conflicts.
Associations and certifications
- AICPA Peer Review Program
What people say
Timeliness and professionalism
Great staff and easy to work with
Impressive knowledge in CPA/Tax industry
Superior analysis and accounting skills
Indispensable financial partners
Services
Aviation Tax Planning
Specialized tax planning for aircraft acquisition, ownership, and operations. Our aviation experts help minimize federal excise tax exposure and structure FAA-compliant ownership models. Services include pre-acquisition tax analysis, state sales tax planning, and IRS audit representation for aviation clients.
Business Accounting
Comprehensive accounting services including financial statement preparation, controllership, and QuickBooks support. We help businesses maintain accurate records, meet loan covenants, and outsource financial management functions while ensuring compliance with evolving tax regulations.
Tax Preparation
Full-service tax preparation for businesses and individuals, including income, payroll, and excise taxes. Our CPAs and Enrolled Agents handle complex returns for corporations, partnerships, and high-net-worth individuals with specialized needs like estate and gift tax planning.
Audit Representation
Professional representation during IRS and state tax audits. Our team handles all communication with tax authorities, prepares required documentation, and advocates for clients to resolve disputes related to income, sales, or payroll tax assessments.
Business Consulting
Strategic business consulting services including budget development, cash flow analysis, and succession planning. We act as outsourced CFOs for clients needing financial modeling, merger analysis, and critical business decision support.
People
Pete Messina
Managing Principal
CPA with 45+ years of experience, Airline Transport Rated pilot, and founder of Messina & Associates. Specializes in aviation tax planning and long-term client relationships. Donates aircraft services to medical transport charities.
Peter J. Messina, Jr.
Co-Managing Principal
MSA and Enrolled Agent with expertise in national tax strategy and technological accounting systems. Serves on nonprofit cancer research board. Combines tax law knowledge with digital innovation for client solutions.
Penny Dillehay
CPA
40+ years of public accounting experience specializing in tax preparation and quality control. Licensed in Illinois and Georgia. Expertise in food/automotive industries and nonprofit organizations.
Kris Berger
Payroll & Sales Tax Specialist
20+ years of accounting experience with focus on payroll tax and restaurant/aviation industry bookkeeping. Completed AFSIP Individual Tax program. Holds B.S. in Business/Accounting from Loras College.
Toby Browne
Business Advisor
20+ years of banking and finance experience. Specializes in commercial lending, SBA loans, and financial restructuring. Holds BA in Finance from Georgia Southern University.
Questions
What accounting services do you offer for businesses?
We provide financial statement preparation, controllership services, QuickBooks support, and industry-specific accounting tailored to businesses in aviation, healthcare, manufacturing, and more.
Do you specialize in aviation tax services?
Yes, our team has decades of experience in aviation tax planning, including aircraft acquisition strategies, FAA compliance, and federal/state tax minimization for aircraft owners.
How are you different from other accounting firms?
We focus exclusively on accounting and tax services without investment conflicts, combine aviation expertise with financial planning, and maintain AICPA Peer Review Program standards.
Can you help with IRS audit representation?
Yes, we represent clients during IRS and state tax audits, leveraging our expertise to navigate complex tax code requirements and documentation processes.
What industries do you serve?
We specialize in aviation, healthcare, manufacturing, professional services, nonprofits, and family-owned businesses with complex tax and accounting needs.
