Tax and Business Consulting in the US

F.I.C. provides personalized tax and business consulting for individuals, families, and organizations across the United States. From tax return preparation and bookkeeping to IRS audit assistance, payroll, and sales tax support, our experienced team helps clients organize finances, address complex issues, and make informed decisions with clarity and confidence.

Tax consultants reviewing business financial documents with a client

Our Tax and Business Consulting Services

Integrated tax, accounting, compliance, and advisory support for individuals and businesses managing financial responsibilities.

Individual Tax Returns

F.I.C. prepares individual tax returns while reviewing applicable deductions and credits, helping taxpayers organize personal financial information and file with greater confidence.

Business Tax Returns

Business tax return preparation helps companies organize financial records, identify eligible deductions, and maintain compliance while preparing accurate returns suited to their structure and complexity.

FIC Package

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

IRS Audit Assistance

F.I.C. helps individuals and businesses respond to IRS notices, organize supporting documents, and navigate audit-related communications with informed professional guidance.

Workers Compensation Audits

Audit assistance includes reviewing payroll records, classifications, and insurance documentation to help businesses support accurate workers’ compensation reporting and compliance.

Sales Tax Support

Sales tax services help businesses calculate and file required returns while supporting compliance with applicable state and local sales tax responsibilities.

Integrated Financial Guidance

Clearer Finances, Stronger Decisions

F.I.C. brings tax preparation, accounting, payroll, compliance, and business advisory support together for a more coordinated financial experience. Our team works with individuals, startups, established companies, and international clients seeking practical guidance through complex financial situations. With over 35 years of experience and roots in Chicago, F.I.C. supports clients across the United States with personalized solutions rather than one-size-fits-all recommendations.

Business consultant explaining tax planning documents to a client
The F.I.C. Difference

Why Choose F.I.C.?

Clients receive coordinated expertise, thoughtful guidance, and personalized financial support.

Deep Experience

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

Personalized Guidance

Customized solutions reflect each client’s financial circumstances instead of relying on one-size-fits-all advice.

Broad Expertise

A multidisciplinary team supports tax, accounting, retirement, insurance, and complex financial matters.

Global Perspective

Chicago roots and international operations support clients with inter-state and international financial considerations.

Meet The F.I.C. Team

Experienced professionals helping clients make informed 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

What is the difference between a tax advisor and a tax consultant?

A tax advisor commonly helps clients plan for tax obligations and make informed decisions before filing. A tax consultant may provide more focused support for specific tax matters, such as preparation, compliance, business tax questions, or an IRS issue. In practice, the services can overlap. F.I.C. combines tax preparation, consulting, and broader financial guidance based on each client’s situation.

What does tax consulting mean?

What tax and business consulting services does F.I.C. provide?

Can F.I.C. help with both personal and business taxes?

Can you help if I receive an IRS audit notice?

Does F.I.C. offer bookkeeping and payroll support?

Can you help with sales tax compliance?

How do I begin working with F.I.C.?

Still Have Tax Questions?

Talk with F.I.C. about your financial needs and next steps.

Our Service Areas

F.I.C. supports clients across the United States and selected international locations.

United States

Primary Coverage

Minneapolis/St. Paul

Regional Office

Ireland and Egypt

International Reach

Need Financial Support Where You Are?

Contact F.I.C. to discuss service availability for your location.

Let’s Discuss Your Financial Goals

Share your tax or business consulting needs and F.I.C. will help identify an appropriate 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.