Tax Advisory Services for Better Outcomes

Make tax decisions with greater clarity and confidence. F.I.C. combines practical tax guidance with accounting, compliance, and financial planning insight to help individuals, business owners, and organizations address today’s obligations while preparing for tomorrow’s opportunities. Whether you are managing routine filings, multi-state requirements, or an IRS concern, our team provides thoughtful, personalized support built around your financial goals.

Tax advisor reviewing financial documents with a client

Our Tax Advisory Services

Practical tax, accounting, and compliance support tailored to personal and business financial needs.

Individual Tax Returns

Accurate personal tax return preparation that identifies eligible deductions and credits while helping you file with confidence and maintain organized records.

Business Tax Returns

Business tax return preparation for companies of varying size and complexity, focused on accurate filings, eligible deductions, and ongoing compliance.

IRS Audit Assistance

Professional support for IRS notices and audits, including document organization, response preparation, and guidance through complex tax matters.

Sales Tax Compliance

Sales tax calculation and filing support for businesses managing state and local requirements, helping keep returns accurate and submitted on time.

Bookkeeping Support

Reliable transaction recording and financial organization that gives business owners clearer records for tax planning, reporting, and day-to-day decisions.

Integrated FIC Package

A coordinated package combining bookkeeping, payroll, sales tax, advisory services, and business and personal year-end tax returns.

Personalized Tax Guidance

Turn Tax Details Into Clear Direction

Tax advisory should do more than produce a return—it should help you understand the financial choices behind it. F.I.C. connects tax preparation, bookkeeping, payroll, sales tax, and strategic guidance so your records and decisions work together. Our team supports individual taxpayers, growing businesses, established corporations, and clients with complex or cross-border financial circumstances through customized, practical recommendations.

Tax professional explaining a financial plan
The F.I.C. Difference

Why Choose F.I.C.?

Get coordinated financial guidance from a team built to handle both everyday needs and complex challenges.

35+ Years

Over 35 years of financial consulting experience informs practical, well-considered tax guidance.

One-Stop Support

Tax, accounting, insurance, retirement, and business advisory expertise work together under one roof.

Complex Matters

Experienced support for IRS resolutions, audits, multi-state obligations, and challenging financial situations.

Tailored Advice

Personalized strategies reflect your financial records, goals, risks, and evolving compliance responsibilities.

Meet the F.I.C. Team

Experienced professionals focused on clear, personalized financial support.

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 a tax advisory service?

A tax advisory service provides ongoing guidance to help individuals and businesses understand tax obligations, organize financial information, identify planning opportunities, and make informed decisions before filing deadlines arrive. Unlike a service limited to preparing a return, tax advisory can connect bookkeeping, payroll, sales tax, business activity, and long-term financial goals to support more proactive compliance and planning.

How much does a tax advisor charge?

What is the difference between tax planning and tax advisory?

Who can benefit from tax advisory services?

Can tax advisory help with an IRS notice or audit?

Do you help businesses with sales tax and payroll?

What information should I bring to a tax advisory meeting?

Can F.I.C. assist with multi-state or international tax matters?

Need Guidance for a Tax Question?

Speak with our team about your personal or business tax needs.

Experience You Can Trust

Awards and Recognition

35+ years experience recognition badge

35+ Years Experience

Longstanding financial consulting experience supporting client decisions.

Multi-office financial services badge

Multi-Office Presence

Coordinated support across U.S. and international offices.

Client-centered solutions recognition badge

Client-Centered Solutions

Personalized financial guidance for diverse client needs.

Start With a Clearer Tax Strategy

Share your tax question and financial goals. Our team will help identify the services and information needed for a productive next step.

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.