Senior Tax Preparation and Filing

F.I.C. helps seniors prepare and file accurate tax returns while reviewing applicable deductions, credits, and personal financial details. With over 35 years of experience and a team familiar with complex tax situations, we provide clear, personalized support for retirees, families, and individuals navigating changing tax requirements across the United States.

Tax professional reviewing documents with a senior client at a desk

Our Senior Tax Services

Personalized tax preparation and support for seniors, retirees, families, and individuals facing complex filing needs.

Individual Tax Preparation

F.I.C. prepares individual tax returns, organizes relevant information, and reviews eligible deductions and credits to support accurate personal filing for seniors and other individual taxpayers.

Credit And Deduction Review

We review personal tax information for potentially applicable credits and deductions, helping seniors understand how retirement circumstances and financial details may affect their return.

IRS Audit Assistance

When an IRS audit or notice creates uncertainty, F.I.C. helps organize documents, understand requested information, and navigate the response process with professional guidance.

Personalized Tax Guidance

Clearer Tax Filing For Seniors

Senior tax filing can involve retirement income, changing financial circumstances, and questions about credits or deductions. F.I.C. provides personalized preparation and review designed to make the process more understandable and organized. With over 35 years of experience serving individuals and families, our team brings broad accounting and financial perspective to tax matters across the United States.

Senior client discussing tax forms with a financial consultant
The F.I.C. Difference

Why Choose F.I.C.?

Get thoughtful tax support backed by broad financial experience and a client-centered approach.

Experience

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

Personalized

Customized guidance reflects each client’s financial circumstances rather than a one-size-fits-all approach.

Broad Perspective

A multidisciplinary team helps connect tax considerations with broader retirement and financial goals.

Complex Matters

F.I.C. supports clients navigating complex tax situations, IRS issues, and audits across the United States.

Meet The F.I.C. Team

Experienced professionals provide thoughtful support for personal and business financial needs.

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

Who is eligible for the $6000 senior tax credit?

Eligibility for any senior tax credit depends on the specific credit, the taxpayer’s age, income, filing status, residency, and current tax rules. The amount referenced in this question should be verified against the applicable federal or state provision for the filing year. F.I.C. can review your circumstances and tax documents to help identify credits that may apply.

What is the best way for seniors to file their taxes?

What information should seniors gather before tax preparation?

Can F.I.C. help identify deductions and credits?

Does F.I.C. prepare tax returns for retirees?

Can you help if a senior receives an IRS notice?

How much does senior tax preparation cost?

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

Still Have Tax Questions?

Speak with F.I.C. about your filing situation and available tax support.

Start Your Senior Tax Filing

Share your tax preparation needs with F.I.C. and learn what information will help begin your review.

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.