Income Tax Preparation and Bookkeeping Services

F.I.C. provides dependable income tax preparation, bookkeeping, payroll, sales tax, and business advisory support for individuals and organizations across the United States. With over 35 years of experience, our team helps clients organize financial records, address compliance responsibilities, prepare returns, and make informed decisions through personalized guidance tailored to their financial circumstances.

Financial professional reviewing tax documents and bookkeeping records with a client

Our Income Tax and Bookkeeping Services

Comprehensive tax, bookkeeping, payroll, sales tax, and financial compliance support for individuals and businesses.

Individual Tax Returns

F.I.C. prepares personal tax returns while reviewing eligible deductions and credits, helping individual taxpayers organize information and approach filing with greater clarity and confidence.

Business Tax Returns

Business tax return preparation supports accurate filing, eligible deductions, and compliance for companies with different structures, sizes, and financial reporting requirements.

Bookkeeping Services

Keep financial transactions organized and current with bookkeeping support designed to improve visibility, support reporting, and help business owners focus on core operations.

Payroll Services

Payroll support helps businesses manage employee pay, deductions, tax filings, and related forms with organized processes designed for accuracy and compliance.

Sales Tax Services

F.I.C. helps businesses calculate and file sales tax across applicable state and local requirements, supporting more consistent records and compliance practices.

IRS Audit Assistance

Professional assistance helps individuals and businesses respond to IRS notices, organize requested documents, and navigate audit-related communication with informed support.

Personalized Financial Guidance

Financial Support Built Around Your Needs

F.I.C. combines tax preparation, bookkeeping, payroll, sales tax, and advisory services to give individuals and businesses a coordinated financial resource. Our team supports everyday compliance as well as complex situations, using a personalized approach rather than one-size-fits-all solutions. Serving clients across the United States and internationally, F.I.C. brings over 35 years of accounting and financial consulting experience to each engagement.

Advisor organizing tax and bookkeeping documents for a business client
The F.I.C. Difference

Why Choose F.I.C.?

Get coordinated financial support from an experienced, multidisciplinary consulting team.

Deep Experience

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

Personalized Service

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

Broad Expertise

A multidisciplinary team supports tax, bookkeeping, payroll, advisory, and complex financial problem-solving needs.

Global Perspective

Chicago roots and international accounting experience support clients across the United States and beyond.

Meet The F.I.C. Team

Experienced professionals support clients through 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 income tax preparation include?

Income tax preparation includes organizing relevant financial information, preparing applicable tax forms, and reviewing eligible deductions and credits. F.I.C. provides individual and business tax return preparation, with the scope shaped by the client’s financial circumstances, company structure, and reporting needs. The team also supports clients facing more complex tax matters, including IRS notices and audit-related concerns.

Who can use F.I.C.’s bookkeeping services?

Does F.I.C. prepare business tax returns?

Can F.I.C. manage payroll and payroll tax forms?

What is included in The FIC Package?

Does F.I.C. help with IRS audits?

Can F.I.C. help with workers’ compensation audits?

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

Have More Financial Questions?

Connect with F.I.C. for guidance tailored to your tax and bookkeeping needs.

Service Areas We Support

F.I.C. provides tax, bookkeeping, and financial consulting support across listed domestic and international service areas.

United States (all states)

Domestic Reach

Ireland and Egypt

International Offices

Chicago, IL

Headquarters

Need Support In Your Area?

Contact F.I.C. to discuss available tax and bookkeeping services.

Let’s Organize Your Financial Future

Tell us about your tax, bookkeeping, payroll, or advisory needs, and the F.I.C. team will help identify the appropriate next step.

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.