Best Tax Advisor Services for Individuals & Businesses

Get thoughtful tax guidance from F.I.C., a financial consulting firm with over 35 years of experience serving individuals, families, and businesses. From personal and business tax returns to IRS audit assistance, bookkeeping, payroll, and sales tax support, our multidisciplinary team provides clear, customized solutions for complex financial needs across the United States.

Tax advisor reviewing financial documents with a business owner at a desk

Our Tax Advisor Services

Customized tax and accounting support for individuals, businesses, and complex financial situations.

Individual Tax Returns

F.I.C. prepares personal tax returns while helping identify applicable deductions and credits. Support is tailored to each taxpayer’s financial circumstances and filing needs.

Business Tax Returns

Business tax return preparation helps companies organize financial information, address eligible deductions, and maintain compliance while preparing accurate business filings.

IRS Audit Assistance

F.I.C. supports individuals and businesses responding to IRS notices by organizing documentation, clarifying requirements, and providing guidance throughout the audit process.

Bookkeeping Services

Accurate bookkeeping organizes financial transactions and gives business owners dependable records for ongoing management, tax preparation, and informed financial decisions.

Payroll Services

Payroll support helps businesses manage employee salaries, deductions, tax filings, and compliance responsibilities with organized, dependable administrative assistance.

Sales Tax Support

F.I.C. helps businesses calculate and file sales tax while supporting compliance with applicable state and local requirements across their operating jurisdictions.

Customized Tax Solutions

Clear Guidance for Complex Tax Needs

Tax decisions affect personal finances, business operations, and long-term planning. F.I.C. combines accounting, tax, advisory, and financial consulting experience to help clients understand their obligations and make informed choices. Whether you need a personal return, business filing, bookkeeping support, or help responding to an IRS matter, our team takes a personalized approach rather than applying a one-size-fits-all process.

Financial consultant explaining tax documents to a client
The F.I.C. Difference

Why Choose F.I.C.?

Benefit from experienced, multidisciplinary guidance designed around your financial circumstances.

35+ Years

Over 35 years of experience across accounting, tax, insurance, and financial consulting.

Personalized

Customized solutions reflect each client’s financial situation instead of a one-size-fits-all approach.

Multidisciplinary

Accounting, tax, insurance, retirement planning, and consulting support are available under one roof.

Global Perspective

Chicago roots and international experience support clients with interstate and international financial needs.

Meet The F.I.C. Team

Experienced professionals provide practical, client-focused financial guidance.

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

Is it worth having a tax advisor?

A tax advisor can be valuable when your finances involve business ownership, multiple income sources, complex deductions, IRS correspondence, or broader planning goals. F.I.C. helps individuals and businesses prepare returns, organize financial information, identify applicable deductions and credits, and address tax-related concerns with guidance tailored to their circumstances.

What tax services does F.I.C. provide?

Does F.I.C. prepare both personal and business tax returns?

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

How much does individual tax return preparation cost?

Does F.I.C. offer bookkeeping and payroll together?

Can F.I.C. help businesses with sales tax compliance?

What areas does F.I.C. serve?

Still Have Tax Questions?

Talk with F.I.C. about your situation and available tax support.

Tax Service Areas

F.I.C. supports clients across the United States and selected international markets.

United States

Service Area

Ireland & Egypt

International Reach

Greater Chicago Area

Chicago Office

Need Tax Support in Your Area?

Contact F.I.C. to discuss available services for your location.

Get Personalized Tax Guidance

Share your tax or financial needs with F.I.C. so the team can discuss appropriate services and next steps.

Request Tax Guidance

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.