Tax Advisory Firm Services

F.I.C. provides thoughtful tax advisory support for individuals, families, and businesses navigating filing, compliance, audits, payroll, sales tax, and broader financial decisions. With over 35 years of experience and a multidisciplinary team, we help clients understand their obligations, organize financial information, identify available opportunities, and move forward with greater clarity across the United States and internationally.

Tax advisor reviewing financial documents with a client at an office desk

Our Tax Advisory Firm Services

Integrated tax, accounting, payroll, and advisory services designed to support individuals and businesses with clarity and compliance.

Individual Tax Preparation

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

Business Tax Preparation

Business tax return preparation supports companies with accurate filing, eligible deduction review, and tax compliance aligned with the organization’s size, structure, and financial circumstances.

IRS Audit Assistance

F.I.C. helps individuals and businesses respond to IRS notices, organize requested documents, and navigate audit-related questions with professional guidance throughout the process.

Integrated FIC Package

The FIC Package combines bookkeeping, payroll, sales tax, advisory services, business year-end tax returns, and personal year-end tax returns in one coordinated offering.

Payroll Services

Payroll support helps businesses manage employee payments, deductions, tax filings, and related forms accurately while reducing the administrative burden of ongoing payroll responsibilities.

Sales Tax Services

F.I.C. helps businesses calculate and file sales tax while supporting compliance with applicable state and local requirements across the jurisdictions where they operate.

Personalized Tax Support

Clear Guidance For Complex Tax Decisions

Tax obligations affect more than a return filing. F.I.C. connects tax preparation with bookkeeping, payroll, sales tax, audit assistance, and broader financial consulting so clients can make informed decisions with a more complete view of their finances. The firm’s Chicago roots, United States service reach, and international perspective support individuals and businesses facing routine or complex tax matters.

Financial advisor explaining tax documents and business records to a client
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. brings tax expertise together with accounting, insurance, retirement planning, and financial consulting.

Deep Experience

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

Integrated Support

One multidisciplinary team supports tax, bookkeeping, payroll, insurance, and advisory needs.

Complex Matters

Expert guidance for IRS issues, audits, tax debt, and other challenging financial situations.

Global Perspective

Chicago roots and international experience support clients with United States and cross-border financial needs.

Meet The F.I.C. Team

Experienced professionals help clients navigate tax and 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

How much do tax advisors cost?

Tax advisory fees vary according to the service, scope, and complexity involved. F.I.C.’s catalog lists individual tax return preparation at $500–$5,000 and business tax return preparation at $2,500–$7,500. IRS audit assistance is listed at $500 per hour. Other services, including the FIC Package, are priced according to the client’s situation and requested scope.

What is a chartered tax advisor?

What tax services does F.I.C. provide?

Can F.I.C. help with an IRS audit?

Does F.I.C. prepare both individual and business tax returns?

What is included in the FIC Package?

Can F.I.C. help with bookkeeping, payroll, and sales tax together?

Who can benefit from tax advisory services?

Still Have Tax Questions?

Talk with F.I.C. about your filing, compliance, or advisory needs.

Start A Conversation About Your Taxes

Share your tax or financial concerns through the contact form so the F.I.C. team can understand your situation and discuss appropriate 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.