Expert Tax Compliance & Advisory Services

Stay ahead of changing tax requirements with F.I.C.’s Tax Compliance & Advisory Services. From individual and business tax returns to sales tax filings, payroll compliance, and IRS audit support, our team helps you file accurately, reduce risk, and make informed financial decisions with guidance backed by over 35 years of experience.

Tax compliance advisor reviewing documents

Our Tax Compliance Services

Comprehensive tax compliance, filing, audit, payroll, and advisory support for individuals and businesses.

Individual Tax Returns

Accurate personal tax preparation for individuals and families, including review of income, deductions, credits, and supporting documents to help file correctly and reduce avoidable compliance issues.

Business Tax Returns

Business tax return preparation for companies that need accurate filing, deduction review, and compliance support based on their size, structure, activity, and year-end financial records.

IRS Audit Assistance

Professional support for IRS notices and audits, including document organization, response preparation, filing review, and guidance through complex tax questions or agency requests.

Sales Tax

Sales tax services that help businesses calculate, prepare, and file state and local sales tax forms accurately, with pricing based on the number of required forms.

Payroll Compliance

Payroll compliance support for paychecks, employee deductions, tax filings, and year-end forms such as W-2s, 1099s, 940s, and 941s prepared accurately and on time.

FIC Package

A bundled financial support package combining bookkeeping, payroll, sales tax, advisory services, business year-end returns, and personal year-end returns for comprehensive compliance management.

Tax advisor reviewing financial documents with client

Our Tax Compliance Process

Review Your Tax Position

We start by reviewing your individual or business tax situation, entity structure, filing obligations, notices, payroll needs, and sales tax exposure. This helps identify deadlines, risk areas, and opportunities before preparation or advisory work begins.

Organize Records and Obligations

Prepare Accurate Required Filings

Advise and Plan Ahead

The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. combines technical tax knowledge with broad financial strategy and responsive client care.

Experience

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

One-Stop Support

Tax, payroll, bookkeeping, insurance, and advisory services coordinated under one trusted firm.

Complex Cases

Specialized guidance for IRS resolutions, audits, probate, mediation, and complex financial situations.

Global Reach

Chicago-rooted expertise with offices supporting clients across the United States, Ireland, and Egypt.

Meet The F.I.C. Team

Experienced tax and financial professionals supporting complex compliance 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 does tax compliance include?

Tax compliance includes preparing and filing required tax returns, calculating taxes accurately, maintaining supporting records, meeting filing deadlines, and responding properly to tax notices. For businesses, it may also include payroll filings, sales tax returns, 1099 and W-2 preparation, worker classification review, and year-end tax planning. Strong compliance reduces penalties, audit risk, and financial uncertainty.

What is tax compliance?

How much do tax compliance services cost?

Who needs tax compliance and advisory services?

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

What is the difference between tax preparation and tax advisory?

Do businesses need help with sales tax compliance?

What documents should I prepare before starting?

Still Have Tax Questions?

Get practical answers from experienced tax and advisory professionals.

Trusted Experience

Awards and Recognition

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35+ Years Experience

Proven tax and consulting experience.

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International Presence

Serving clients across multiple countries.

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Phoenix Foundation

Community-focused financial support initiative.

Get Confident About Your Taxes

Tell us about your filing needs, compliance concerns, or IRS notice, and our team will guide you toward the next practical 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.