Sales Tax Audit Defense

When a sales tax audit puts your business under scrutiny, F.I.C. provides organized, knowledgeable support to help you respond with clarity. Our team reviews relevant records, helps address tax authority requests, and develops a practical response strategy tailored to your situation. With over 35 years of financial consulting experience and expertise serving businesses across the United States, we help reduce confusion during complex tax matters.

Financial consultant reviewing sales tax audit documents with a business owner

Our Sales Tax Audit Defense Services

Practical tax support for audit preparation, document review, compliance questions, and related business reporting needs.

Audit Preparation

Prepare for sales tax inquiries by organizing relevant records, reviewing available documentation, and identifying issues that may require clarification before responding to tax authorities.

Sales Tax Compliance

Support businesses with sales tax calculations, filings, and compliance considerations across applicable state and local requirements, helping create more consistent reporting practices.

Tax Record Review

Review sales records, filing information, and related business documentation to help identify inconsistencies and develop a clear, organized response to audit questions.

Focused Audit Support

Clear Guidance Through Tax Audits

A sales tax audit can create uncertainty about records, filings, and communication with tax authorities. F.I.C. helps businesses bring structure to the process through document review, sales tax knowledge, and practical financial guidance. Our personalized approach is designed for businesses across the United States, helping owners understand their position and respond more confidently while addressing related bookkeeping or tax concerns.

Advisor examining sales tax records and audit correspondence
The F.I.C. Difference

Why Choose F.I.C.?

Experienced financial guidance for businesses facing detailed tax and compliance concerns.

Deep Experience

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

Personalized Support

Customized guidance built around your records, business circumstances, and specific audit concerns.

Broad Expertise

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

National Perspective

F.I.C. serves businesses across the United States while bringing local Chicago roots and global perspective.

Meet The F.I.C. Team

Experienced professionals provide coordinated support for complex financial situations.

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 sales tax audit defense?

Sales tax audit defense is professional support for a business responding to questions or an examination involving sales tax records, filings, collections, or reporting. Assistance may include reviewing available documentation, organizing records, identifying inconsistencies, preparing responses, and helping the business understand its obligations. The appropriate approach depends on the notice, records requested, and issues identified by the tax authority.

How can F.I.C. help during a sales tax audit?

What documents are usually needed for a sales tax audit?

Can you help with sales tax filings outside one state?

What happens if sales tax records contain errors?

Does F.I.C. also provide bookkeeping and sales tax services?

How much does sales tax audit defense cost?

Can F.I.C. help with other tax audits?

Need Help With A Tax Audit?

Share your situation with F.I.C. for focused financial and tax guidance.

Get Support For Your Sales Tax Audit

Tell us about your notice, records, or compliance concern so F.I.C. can understand how to help.

Sales Tax Audit Defense Inquiry

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.