Business Details
Your Trusted Partner for Accounting & Tax Solutions
At Messina & Associates, we specialize in delivering comprehensive accounting and tax services tailored to both businesses and individuals. Our team of Certified Public Accountants, IRS Enrolled Agents, and tax professionals brings decades of experience to provide one-on-one guidance, helping clients achieve their financial goals. We prioritize integrity, professionalism, and accessibility, fostering long-term relationships built on trust. Our Managing Principal, Pete Messina, combines his expertise as an Airline Transport Rated Multi-Engine pilot with deep knowledge of aviation tax planning, enabling us to serve clients nationwide.We invest beyond minimum continuing education requirements to ensure our clients receive the most up-to-date strategies. Our participation in the AICPA Peer Review Program since the early 1990s underscores our commitment to quality controls and industry excellence. We operate without selling investments, focusing solely on timely, professional accounting solutions that address complex tax and financial challenges.
Services
Accounting & Bookkeeping
Aviation Tax Planning
Controllership
QuickBooks
Tax Planning & Preparation
IRS Audit Representation
Succession Planning
Estate Tax Planning
Gift Tax Planning
Trust Tax Planning
Highlights and features
- We focus exclusively on accounting and tax services without selling investments.
- Our Managing Principal is an Airline Transport Rated Multi-Engine pilot with aviation tax expertise.
- We exceed minimum continuing education requirements for up-to-date tax strategies.
- We passed our most recent AICPA Peer Review with zero deficiencies.
- We serve clients nationwide from strategically located offices in Illinois and Georgia.
Associations and certifications
- AICPA Peer Review Program
What people say
Timeliness and professionalism
Great staff
Dedication and knowledge
Indispensable
Top notch allies
Services
Aviation Tax Planning
Our aviation tax specialists provide federal and state tax planning for aircraft acquisition, ownership, and operations. We create FAA/IRS compliant structures to minimize tax exposure while ensuring regulatory compliance. With decades of experience in aviation finance, we help clients navigate complex excise tax regulations and ownership structures.
IRS Audit Representation
Our team represents clients during IRS and state tax audits, handling all communications and documentation. We leverage deep tax code knowledge to protect clients' interests while maintaining compliance. Our professionals have successfully resolved audits for businesses and high-net-worth individuals across multiple industries.
Business Consulting
We provide strategic financial planning, cash flow analysis, and succession planning services. Our consultants develop budgets, forecast financial trends, and advise on mergers and acquisitions. As outsourced CFOs, we help businesses make data-driven decisions to optimize profitability and growth.
Accounting & Bookkeeping
We offer comprehensive accounting services including financial statement preparation, general ledger maintenance, and management reporting. Our team handles monthly/quarterly depreciation schedules and ensures compliance with loan covenants. We provide outsourced controllership services to reduce overhead costs for growing businesses.
Tax Planning & Preparation
Our tax professionals prepare and plan for income, estate, gift, and trust taxes across business entities. We specialize in minimizing liabilities through strategic planning while ensuring compliance with evolving tax codes. We serve corporations, partnerships, LLCs, and high-complexity individual returns.
People
Pete Messina
Managing Principal
CPA with 40+ years of experience, specializing in aviation tax and business consulting. Airline Transport Rated Multi-Engine pilot who founded the firm in 1978. Focuses on year-round client advisory services.
Peter J. Messina, Jr.
Co-Managing Principal
MSA and Enrolled Agent with expertise in multi-industry tax minimization strategies. Manages complex tax issues while serving on a non-profit cancer research board. Specializes in digital tax landscape evolution.
Penny Dillehay
CPA
40-year accounting veteran specializing in tax preparation, quality control, and financial reporting. Licensed in Illinois and Georgia with expertise in food, auto, and non-profit sectors.
Kris Berger
AFSP
20-year accounting professional with construction and restaurant industry expertise. Specializes in payroll, sales tax, and private aviation accounting. Holds business/Accounting degree from Loras College.
Toby Browne
Business Advisor
20-year banking expert in commercial lending and financial management. Specializes in SBA loans, credit lines, and crisis financial navigation. Holds finance degree from Georgia Southern University.
Questions
What aviation tax services do you offer?
We provide aircraft acquisition tax planning, FAA/IRS compliant ownership structures, and federal excise tax minimization strategies for business aircraft owners.
Do you handle IRS audit representation?
Yes, we represent clients during IRS and state tax audits, managing all communications and documentation to protect your interests while maintaining compliance.
What accounting services are available for businesses?
We offer financial statement preparation, general ledger maintenance, outsourced controllership, and loan covenant compliance reporting for businesses of all sizes.
How do you stay updated on tax law changes?
Our team exceeds minimum continuing education requirements and participates in the AICPA Peer Review Program to ensure current tax strategy expertise.
Can you assist with business succession planning?
Yes, our business consultants develop customized succession plans, including cash flow analysis and merger/acquisition strategies for long-term business sustainability.
