Tax Audit Defense and Protection

An audit notice can disrupt your finances and demand immediate attention. F.I.C. provides organized, knowledgeable support for individuals and businesses facing IRS inquiries, documentation requests, and audit-related concerns. With more than 35 years of financial consulting experience, our team helps clarify what is needed, prepare a thoughtful response, and pursue a more confident path through a complex process.

Financial professional reviewing tax audit documents

Our Tax Audit Defense and Protection Services

Focused support for audit notices, records review, compliance questions, and accurate tax documentation.

IRS Audit Assistance

Receive professional support responding to IRS notices, organizing requested documents, and navigating the audit process with clear, informed guidance.

Workers’ Compensation Audits

Review payroll records, worker classifications, and insurance documentation to support accurate reporting during workers’ compensation audit reviews.

Tax Return Preparation

Prepare accurate individual and business tax returns that create clearer records, identify eligible deductions, and support ongoing compliance.

Prepared, Proactive Guidance

Clear Support When Audits Demand Answers

Tax audits require careful records, timely responses, and a clear understanding of the issues under review. F.I.C. helps individuals and businesses gather documentation, assess notices, and address IRS or audit-related questions with a structured approach. Our team brings more than 35 years of financial consulting experience to complex situations, helping clients replace uncertainty with organized information and practical next steps.

Advisor organizing audit records with a client
The F.I.C. Difference

Why Choose F.I.C.?

Experienced financial guidance for complex audit and compliance concerns.

Deep Experience

More than 35 years of financial consulting experience supports informed, steady audit guidance.

Complex Cases

Our team specializes in complex IRS issues, resolutions, and financial problem-solving.

Personalized Support

Each response strategy is tailored to your records, obligations, and specific circumstances.

Broad Perspective

Chicago-rooted expertise and international experience help address multistate and cross-border financial considerations.

Meet the F.I.C. Team

Knowledgeable professionals focused on clarity, preparation, and responsive financial support.

Portrait of Al Beheary, CEO of Financial Innovations Consulting

Al Beheary

CEO

Al Beheary serves as CEO of Financial Innovations Consulting (F.I.C.), bringing entrepreneurial vision and deep expertise in international and inter-state government accounting to the firm. With a strong background in investment strategy, Al works closely with individuals and companies to organize their finances, align their investment portfolios, and achieve their long-term financial and retirement goals. His leadership has guided F.I.C. through over 35 years of growth, expanding the firm from its Chicago roots to a multi-office organization with an international presence in Ireland and Egypt. Al's commitment to empowering clients with knowledge and personalized financial solutions remains at the core of everything F.I.C. does.

Portrait of Siobhan Kieran, COO of Financial Innovations Consulting

Siobhan Kieran

COO

Siobhan Kieran serves as Chief Operating Officer of Financial Innovations Consulting (F.I.C.), bringing extensive experience working with both individuals and large multinational corporations. As a seasoned risk manager, Siobhan specializes in identifying potential financial setbacks and equipping clients with the foresight and long-term safeguards needed for personal and professional success. Her expertise spans strategic planning, operational oversight, and risk mitigation, making her an invaluable resource for clients navigating complex financial landscapes. Siobhan's client-centric approach and commitment to delivering proactive, comprehensive financial strategies reflect F.I.C.'s core values of transparency, integrity, and excellence.

Portrait of Mary Kay, Administration and New Business Specialist at Financial Innovations Consulting

Mary Kay

Administration/New Business Specialist

Mary Kay serves as Administration and New Business Specialist at Financial Innovations Consulting (F.I.C.), playing a key role in welcoming new clients and ensuring seamless onboarding experiences. With a detail-oriented and client-focused approach, Mary Kay helps individuals, families, and business owners navigate the first steps of their financial journey with F.I.C. Her organizational expertise and dedication to exceptional service contribute to the firm's reputation for personalized, responsive client care. As part of F.I.C.'s experienced administrative team, Mary Kay helps uphold the firm's commitment to clarity, transparency, and making every client feel supported from day one.

Portrait of Thomas Sandhof, Administration and Retention Specialist at Financial Innovations Consulting

Thomas Sandhof

Administration/Retention Specialist

Thomas Sandhof serves as Administration and Retention Specialist at Financial Innovations Consulting (F.I.C.), focusing on nurturing long-term client relationships and ensuring ongoing satisfaction with the firm's services. Thomas plays a vital role in maintaining the trust and loyalty of F.I.C.'s diverse client base, which spans individual taxpayers, small business owners, and large corporations. His dedication to client retention reflects F.I.C.'s core belief that lasting financial partnerships are built on consistent communication, reliability, and personalized attention. Thomas works to ensure that every client continues to receive the high-quality financial guidance and support they expect from F.I.C.

Portrait of Aine Breen, Administrative Assistant at Financial Innovations Consulting

Aine Breen

Administrative Assistant

Aine Breen serves as Administrative Assistant at Financial Innovations Consulting (F.I.C.), providing essential support that keeps the firm's daily operations running smoothly and efficiently. Her organizational skills and commitment to excellent service ensure that clients, colleagues, and partners receive timely, professional assistance across all of F.I.C.'s service areas. Aine's contributions help maintain the high standards of accuracy and responsiveness that F.I.C. is known for across its Chicago headquarters and beyond. Her dedication to supporting both the team and the clients she interacts with reflects the firm's client-centric values and commitment to operational excellence.

Portrait of Matt McDowell, Marketing Specialist at Financial Innovations Consulting

Matt McDowell

Marketing

Matt McDowell serves as Marketing Specialist at Financial Innovations Consulting (F.I.C.), responsible for communicating the firm's comprehensive range of financial services to clients across Chicago, the United States, and internationally. Matt plays a key role in building F.I.C.'s brand presence and helping individuals, families, and business owners understand how the firm's expertise can address their unique financial needs. His work supports F.I.C.'s mission to be a trusted, accessible financial partner for a diverse clientele. Through targeted marketing strategies, Matt helps connect those facing complex financial challenges with the expert guidance F.I.C. has provided for over 35 years.

Portrait of Sara Peterson, Insurance Assistant at Financial Innovations Consulting

Sara Peterson

Insurance Assistant

Sara Peterson serves as Insurance Assistant at Financial Innovations Consulting (F.I.C.), supporting the firm's comprehensive insurance services for individuals, families, and businesses. Sara assists clients in navigating insurance options, policy details, and coverage solutions, ensuring they have the protection and clarity they need to make confident decisions. Her role is integral to F.I.C.'s one-stop financial services model, which combines accounting, tax, retirement planning, and insurance under one roof. Sara's attentive, client-focused approach helps ensure that every insurance client receives accurate information and responsive support, reflecting F.I.C.'s commitment to excellence and transparency.

Portrait of Cara Kennedy, Irish Logistics Specialist at Financial Innovations Consulting

Cara Kennedy

Irish Logistics

Cara Kennedy serves as Irish Logistics Specialist at Financial Innovations Consulting (F.I.C.), managing the firm's operational coordination from its international office in Drogheda, County Louth, Ireland. Cara plays a critical role in supporting F.I.C.'s international service delivery, helping bridge the firm's Chicago-based operations with its European clientele and partners. Her expertise in cross-border logistics ensures that clients in Ireland and beyond receive the same high standard of financial service that F.I.C. is known for across the United States. Cara's work reflects F.I.C.'s commitment to providing seamless, globally connected financial solutions for an increasingly international client base.

Frequently Asked Questions

What is tax audit defense and protection?

Tax audit defense and protection is professional support for responding to audit notices, gathering records, reviewing requested information, and communicating a well-organized position during an examination. It can help individuals and businesses understand deadlines, avoid incomplete submissions, and keep documentation consistent. The scope of support should match the agency involved, the tax periods under review, and the complexity of the records requested.

What should I do when I receive an IRS audit notice?

Can F.I.C. help with an ongoing IRS audit?

What documents are commonly needed for a tax audit?

How much does IRS audit assistance cost?

Can you help with workers’ compensation audits?

Can tax return preparation help reduce audit risk?

Do you assist businesses with multistate or international tax concerns?

Need Answers About Your Audit?

Speak with our team about your notice, records, and next steps.

Experience & Commitment

Awards and Recognition

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35+ Years Experience

Long-standing financial consulting experience.

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Complex Resolution Focus

Specialized support for challenging financial matters.

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Community Commitment

Pro bono support through Phoenix foundation.

Take the Next Step With Confidence

Share the details of your audit notice or concern, and our team will help identify the appropriate next steps.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (773) 202-9393. You can also send us a quick email at TAX@FICMN.COM.