Tax Accountant and Advisor Services

F.I.C. helps individuals, families, and businesses manage tax responsibilities with accurate preparation, practical advisory support, and guidance for complex financial situations. From personal and business returns to bookkeeping, payroll, sales tax, and IRS audit assistance, our experienced team delivers coordinated solutions designed to improve clarity, support compliance, and help clients make informed financial decisions.

Tax advisor reviewing financial documents with a client at a professional office

Our Tax Accountant and Advisor Services

Comprehensive tax, accounting, payroll, and advisory support for individuals, families, and businesses.

Individual Tax Returns

Prepare personal tax returns accurately while reviewing eligible deductions and credits. F.I.C. supports individuals and families with organized, informed filing assistance tailored to their financial circumstances.

Business Tax Returns

Business tax return preparation helps companies organize financial information, identify eligible deductions, and maintain compliance while supporting informed decisions for ongoing operations.

Bookkeeping Services

Keep financial transactions organized and current with outsourced bookkeeping support that gives business owners clearer records and more time to focus on core operations.

Payroll Services

Manage employee salaries, deductions, tax filings, and compliance requirements through payroll support designed to promote accurate and dependable business administration.

Sales Tax Support

F.I.C. helps businesses calculate and file sales tax while supporting compliance with applicable state and local requirements across their operations.

IRS Audit Assistance

Receive professional support responding to IRS notices, organizing documentation, and navigating audit-related requirements for individual or business tax matters.

Personalized Financial Guidance

Clear Guidance for Complex Tax Matters

F.I.C. combines tax preparation, accounting, and advisory knowledge to help clients understand their obligations and make informed financial choices. The firm's multidisciplinary team supports individuals, families, and businesses with both routine needs and complex situations, including IRS audits and tax concerns. With over 35 years of experience and service capabilities across the United States and internationally, F.I.C. provides coordinated financial support without a one-size-fits-all approach.

Financial advisor explaining tax documents and planning notes to a client
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. brings coordinated financial expertise to clients with varied tax and accounting needs.

Deep Experience

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

Broad Expertise

A multidisciplinary team supports tax, bookkeeping, payroll, insurance, retirement, and business consulting needs.

Complex Case Support

F.I.C. helps clients navigate IRS resolutions, tax audits, and other complex financial situations.

Personalized Solutions

Customized guidance reflects each client's circumstances instead of relying on a one-size-fits-all approach.

Meet The F.I.C. Team

Experienced professionals provide coordinated 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

What's the difference between a tax advisor and an accountant?

An accountant commonly focuses on recording, organizing, and reporting financial information, while a tax advisor concentrates on tax planning, compliance, and strategies related to tax obligations. Some professionals provide both types of support. F.I.C. combines accounting and tax services, allowing individuals and businesses to address financial records, tax returns, bookkeeping, payroll, and advisory needs through one coordinated firm.

What does a tax advisor do?

Do you prepare both individual and business tax returns?

Can you help with an IRS audit or notice?

What bookkeeping services do you provide?

Can you manage payroll and payroll tax responsibilities?

Do you provide sales tax filing support?

How can I get started with tax accounting or advisory services?

Still Have Tax Questions?

Talk with F.I.C. about practical accounting, tax, and advisory support.

Discuss Your Tax Needs With F.I.C.

Share your situation with our team and learn which accounting, tax, or advisory services may fit your needs.

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.