Expert Personal Accounting Services

Get personal accounting services designed to simplify tax season, clarify your financial picture, and help you make confident decisions year-round. F.I.C. supports individuals and families with accurate tax preparation, IRS notice assistance, and personalized financial guidance backed by over 35 years of accounting, tax, insurance, and consulting experience.

Personal accounting consultation

Our Personal Accounting Services

Personal tax, IRS, and financial organization support tailored to individuals, families, and complex financial situations.

Tax Return Prep

Accurate preparation and filing for personal tax returns, with careful review of eligible deductions, credits, income sources, and filing requirements based on your financial situation.

IRS Audit Help

Professional help responding to IRS notices, organizing requested documentation, understanding audit steps, and managing communications with greater confidence throughout the process.

Financial Guidance

Broader financial guidance for individuals who need support connecting taxes, retirement goals, insurance considerations, and long-term financial planning into one clearer strategy.

Personalized Guidance

Clear Guidance for Personal Finances

Personal finances rarely fit neatly into a standard form. F.I.C. helps individuals organize records, prepare accurate tax returns, respond to IRS concerns, and make better long-term decisions. With accounting, tax, insurance, retirement planning, and complex financial consulting in one place, you gain a practical partner focused on clarity, compliance, and your future.

Accountant reviewing personal tax documents
The F.I.C. Difference

Why Choose F.I.C.?

Choose a financial partner built for accuracy, foresight, and practical personal guidance.

Experience

Over 35 years helping individuals and businesses navigate accounting, tax, and financial challenges.

Comprehensive

Accounting, tax, insurance, retirement planning, and advisory services coordinated under one roof.

Problem-Solving

Support for IRS resolutions, audits, probate, international issues, and other complex financial matters.

Personalized

Customized guidance built around your records, goals, risks, and long-term financial outlook.

Meet the F.I.C. Team

Experienced financial professionals focused on clarity and practical 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

What do personal accounting services include?

Personal accounting services can include individual tax return preparation, tax planning, IRS notice support, financial organization, and guidance around deductions, credits, retirement considerations, and recordkeeping. At F.I.C., individuals receive tailored support instead of a one-size-fits-all filing approach, helping them stay accurate, compliant, and better prepared for future financial decisions.

How much does individual tax preparation cost?

Can F.I.C. help if I receive an IRS notice or audit letter?

What documents should I prepare before my appointment?

Do you work with complex personal tax situations?

What is the difference between a tax preparer and a personal accountant?

Can I work with F.I.C. remotely?

When should I start preparing for tax season?

Still Have Accounting Questions?

Get clear answers from experienced accounting and tax professionals.

Trusted Expertise

Awards and Recognition

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35+ Years Experience

Decades of accounting and financial consulting experience.

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Phoenix Foundation

Pro bono financial support for people in hardship.

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International Presence

Multi-office support across the United States and internationally.

Ready for Clearer Personal Finances?

Tell us about your tax, accounting, or IRS concern, and our team will help you understand the next steps.

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.