Expert Capital Gains Tax Guidance

Navigate capital gains tax decisions with thoughtful guidance from F.I.C. Our team helps individuals, investors, and businesses understand tax implications, organize relevant financial information, and pursue accurate reporting. With more than 35 years of financial consulting experience, F.I.C. brings accounting, tax, investment, and advisory perspectives together for complex financial situations across the United States.

Advisor reviewing investment tax documents with a client

Our Capital Gains Tax Services

Tax preparation and advisory support for individuals, investors, businesses, and complex IRS-related situations.

Individual Tax Returns

F.I.C. prepares personal tax returns while reviewing available deductions, credits, and relevant financial information for accurate reporting of investment-related tax matters.

Business Tax Returns

Business tax preparation helps companies organize financial information, report taxable activity accurately, and maintain compliance while considering transactions that may affect business tax obligations.

IRS Audit Assistance

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

Strategic Tax Guidance

Make Complex Tax Decisions Clearer

Capital gains questions can involve investments, business activity, property transactions, and broader financial goals. F.I.C. combines tax preparation, investment strategy, accounting, and advisory experience to help clients understand their reporting responsibilities and make informed decisions. The firm’s Chicago roots, international perspective, and experience with complex financial situations support clients throughout the United States.

Tax professional explaining capital gains documents to a client
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. brings broad financial expertise to complicated tax and investment questions.

Deep Experience

More than 35 years of experience across accounting, tax, investment strategy, and financial consulting.

Personalized Advice

Customized solutions reflect each client’s financial situation rather than applying a one-size-fits-all approach.

Broad Expertise

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

Global Perspective

Chicago-based expertise is supported by international accounting experience and offices beyond the United States.

Meet The F.I.C. Team

Experienced professionals help clients address complex financial challenges.

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 capital gains tax?

Capital gains tax generally relates to taxable profit recognized when an investment or other capital asset is sold for more than its adjusted basis. The tax treatment can depend on the asset, holding period, transaction details, and the taxpayer’s broader financial situation. F.I.C. can help organize relevant records and address how capital gains information fits into an individual or business tax return.

How can F.I.C. help with capital gains tax?

What records are useful for reporting capital gains?

Does F.I.C. prepare individual tax returns involving investments?

Can F.I.C. assist businesses with capital gains tax matters?

Can F.I.C. help if the IRS questions my tax return?

How does investment strategy relate to capital gains tax planning?

Does F.I.C. serve clients outside Chicago?

Have More Capital Gains Questions?

Speak with F.I.C. about your tax and financial situation.

Discuss Your Capital Gains Tax Needs

Share your situation with F.I.C. and learn how the team can support your tax and financial goals.

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.