Bookkeeping and Tax Preparation Services

Bring order to your records and confidence to every filing with F.I.C. From day-to-day transaction management and payroll to individual and business returns, our team delivers coordinated financial support built around your needs. With over 35 years of experience, we help individuals, families, and businesses maintain clear books, meet tax obligations, and make better-informed financial decisions.

Accountant reviewing business financial records

Our Bookkeeping and Tax Preparation Services

Coordinated financial recordkeeping, payroll, tax filing, compliance, and audit support for individuals and businesses.

Bookkeeping

Keep business transactions organized and current with dependable recordkeeping that provides a clearer view of income, expenses, and financial activity. Services start at $1 per transaction, with a $350 monthly minimum.

Payroll Services

Manage employee pay, deductions, tax filings, and year-end forms with structured payroll support. Payroll starts at $25 per paycheck, with a $250 monthly minimum, plus applicable year-end form preparation.

Sales Tax Filing

Calculate, prepare, and file sales tax forms accurately across applicable state and local jurisdictions. Filing support is priced at $100 per form, helping businesses stay organized with recurring obligations.

Individual Tax Returns

Prepare personal tax returns with attention to eligible deductions and credits. Individual tax return preparation typically ranges from $500 to $5,000, based on the return’s size and complexity.

Business Tax Returns

Prepare business tax returns with organized financial information and a focus on compliant filing. Business return preparation generally ranges from $2,500 to $7,500, depending on company size and complexity.

IRS Audit Assistance

Respond to IRS notices with professional help organizing records, reviewing requested documentation, and navigating the audit process. Assistance is billed at $500 per hour, with an average case size of $15,000.

Integrated Financial Support

Clear Records, Confident Tax Decisions

F.I.C. brings bookkeeping, payroll, sales tax, and tax preparation together so your financial information is organized before filing deadlines arrive. Rather than treating your books and returns as separate tasks, our team helps connect the details that matter for compliance and planning. Whether you need monthly transaction management, an individual return, or business tax support, you receive personalized service shaped around your financial circumstances.

Advisor discussing organized tax records with client
The F.I.C. Difference

Why Choose F.I.C.?

Practical financial support from a team built for everyday needs and complex situations.

Experienced Guidance

Over 35 years of experience supports informed bookkeeping, tax, and financial decisions.

One-Stop Support

Coordinate accounting, tax, insurance, retirement planning, and advisory services through one firm.

Personalized Planning

Receive solutions tailored to your records, goals, obligations, and financial circumstances.

Complex Case Support

Gain seasoned help with IRS issues, audits, and other challenging financial matters.

Meet the F.I.C. Team

Experienced professionals focused on practical, personalized 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 a bookkeeper the same as a tax preparer?

No. A bookkeeper records and organizes ongoing financial activity, such as income, expenses, invoices, reconciliations, and transaction records. A tax preparer uses financial records to prepare and file required tax returns. These roles work closely together: accurate, current bookkeeping gives a tax preparer the information needed to complete a more organized return and identify applicable deductions or credits.

What does bookkeeping include?

How much does tax preparation cost?

Can you prepare both personal and business tax returns?

Do you provide payroll and year-end tax forms?

Can you help with sales tax filings in multiple jurisdictions?

What happens if I receive an IRS audit notice?

What is included in The FIC Package?

Have Questions About Your Finances?

Talk with our team about bookkeeping, payroll, or tax preparation needs.

Experienced and Trusted

Awards and Recognition

35 years experience recognition badge

35+ Years Experience

Longstanding financial consulting experience

Comprehensive financial support badge

Comprehensive Financial Support

Integrated bookkeeping and tax services

Complex financial case support badge

Complex Case Guidance

Support for audits and compliance

Organize Your Books and Taxes

Tell us about your bookkeeping, payroll, tax preparation, or IRS support needs. Our team will help identify the services that fit your situation.

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.