Business Tax Planning and Consulting Services

F.I.C. helps business owners plan confidently, manage tax obligations, and make informed financial decisions with coordinated accounting, bookkeeping, payroll, sales tax, and advisory support. With over 35 years of experience and expertise spanning domestic and international financial matters, our team delivers personalized guidance designed to improve clarity, support compliance, and help businesses pursue sustainable growth.

Financial consultant reviewing business tax documents with a business owner

Our Business Tax Planning and Consulting Services

Integrated tax, accounting, payroll, and advisory services help businesses maintain clarity, compliance, and financial direction.

Business Tax Returns

F.I.C. prepares business tax returns with attention to eligible deductions, accurate reporting, and compliance requirements, helping owners approach filing with greater clarity and confidence.

The FIC Package

The FIC Package combines bookkeeping, payroll, sales tax, advisory services, business year-end tax returns, and personal year-end tax returns into a coordinated support solution.

Bookkeeping Services

Accurate bookkeeping organizes business transactions and financial records, giving owners dependable information for reporting, planning, and day-to-day financial decisions.

Payroll Services

Payroll support helps businesses manage employee pay, deductions, tax filings, and related compliance responsibilities accurately and consistently.

Sales Tax Support

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

IRS Audit Assistance

Professional audit assistance helps businesses respond to IRS notices, organize documentation, and navigate the audit process with experienced guidance.

Strategic Financial Guidance

Plan Today for Greater Tax Clarity

Business tax planning is more effective when it connects tax obligations with bookkeeping, payroll, sales tax, and broader financial goals. F.I.C. builds personalized support around each client’s circumstances, helping business owners understand their records, prepare for reporting responsibilities, and make more informed decisions. Our Chicago-rooted firm also brings experience with inter-state and international financial considerations.

Advisor explaining business tax strategy using financial documents
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. combines tax expertise, accounting support, and broader financial consulting in one coordinated relationship.

Deep Experience

Over 35 years of experience supports informed guidance across accounting, tax, and financial consulting.

Integrated Support

Tax, bookkeeping, payroll, sales tax, and advisory services can be coordinated through one financial partner.

Personalized Guidance

Customized solutions reflect each business’s circumstances rather than relying on a one-size-fits-all approach.

Global Perspective

Chicago roots and international experience support businesses with inter-state and international financial considerations.

Meet The F.I.C. Team

Experienced professionals help businesses navigate complex financial decisions.

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 does a business consultant do?

A business consultant evaluates financial and operational needs, identifies potential challenges, and provides practical guidance for stronger decision-making. In tax and financial consulting, that may include reviewing records, supporting compliance, improving bookkeeping processes, advising on payroll or sales tax responsibilities, and helping owners connect current financial decisions with longer-term business goals.

What is included in business tax planning and consulting?

Can F.I.C. prepare my business tax return?

What is included in The FIC Package?

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

Can you help with sales tax compliance?

Can F.I.C. help if my business is audited by the IRS?

How much do business tax consulting services cost?

Have More Business Tax Questions?

Speak with F.I.C. about practical guidance for your business.

Discuss Your Business Tax Needs

Share your business details and financial goals so F.I.C. can help identify the right tax and consulting support.

Request a Consultation

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.