Tax and Financial Consulting Services

F.I.C. provides comprehensive tax and financial consulting for individuals, families, and businesses navigating everyday accounting needs or complex financial challenges. From return preparation and bookkeeping to payroll support and IRS audit assistance, our Chicago-rooted team delivers personalized guidance, accurate financial solutions, and a global perspective backed by over 35 years of experience.

Financial consultant reviewing tax documents with a business owner at a desk

Our Tax and Financial Services

Personalized tax, accounting, payroll, bookkeeping, and consulting support for individuals and businesses.

Individual Tax Returns

Prepare personal tax returns with careful attention to available deductions, credits, documentation, and filing requirements for individual taxpayers and families.

Business Tax Returns

Support companies with business tax return preparation focused on accurate reporting, eligible deductions, and compliance with changing tax laws and regulations.

F.I.C. Package

Combine bookkeeping, payroll, sales tax, advisory services, and business and personal year-end tax returns through one coordinated financial services package.

IRS Audit Assistance

Receive professional support responding to IRS notices, organizing documentation, and navigating audit-related financial questions for individuals and businesses.

Payroll Services

Manage employee payroll, deductions, tax filings, and related compliance responsibilities with organized support designed for accurate business administration.

Bookkeeping

Keep financial transactions organized and current with outsourced bookkeeping support that helps business owners focus on core operations and informed decisions.

Personalized Financial Support

Clear Guidance for Complex Finances

F.I.C. brings tax, accounting, bookkeeping, payroll, and advisory services together to help clients make informed financial decisions. Our Chicago-based firm supports individuals and businesses across the United States, including clients managing complex IRS matters or international considerations. With over 35 years of experience, we build customized solutions around each client’s circumstances rather than relying on a one-size-fits-all approach.

Consultant explaining financial reports and tax planning documents to a client
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. combines broad financial expertise with personalized support for every client.

35+ Years

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

One-Stop Support

Access tax, accounting, insurance, retirement planning, and consulting under one roof.

Personalized Solutions

Receive customized guidance shaped around your financial circumstances and goals.

Global Perspective

Benefit from Chicago roots and experience supporting clients across the United States and internationally.

Meet The F.I.C. Team

Experienced professionals helping clients navigate complex 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 do tax consultants do?

Tax consultants help individuals and businesses understand tax responsibilities, prepare returns, identify eligible deductions and credits, organize supporting documentation, and respond to tax-related concerns. F.I.C. also assists with business tax matters, sales tax, IRS notices, audits, and broader financial planning considerations. The goal is to provide clear, personalized guidance that supports accurate reporting and informed financial decisions.

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

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

Does F.I.C. prepare business tax returns?

What is included in the F.I.C. Package?

Can you help with bookkeeping and payroll together?

Does F.I.C. provide sales tax support?

Who can use F.I.C.’s tax and financial consulting services?

Need Help With Your Finances?

Speak with F.I.C. about your tax or financial consulting needs.

Let’s Discuss Your Financial Needs

Share your situation with F.I.C. and learn how personalized tax and financial consulting can help.

Request a Consultation

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.