Tax Relief Advocate Services

When tax problems become overwhelming, F.I.C. provides clear, strategic guidance for individuals and businesses facing IRS issues, tax audits, and complex financial challenges. Our experienced team combines tax knowledge, accounting insight, and personalized advocacy to help clients understand their options, organize documentation, and move toward practical resolutions with confidence.

Tax professional reviewing IRS documents with a client at a consultation table

Our Tax Relief Advocate Services

Explore practical tax and financial services designed to help individuals and businesses address obligations, documentation, compliance, and IRS concerns.

IRS Audit Assistance

Receive support responding to IRS notices, organizing relevant documents, and navigating the audit process with professional guidance for individual or business tax matters.

Individual Tax Preparation

Prepare personal tax returns accurately while reviewing available deductions and credits and addressing tax information that may affect your filing position.

Business Tax Preparation

Organize and prepare business tax returns with attention to reporting requirements, eligible deductions, and the financial details that support compliant filing.

Bookkeeping Services

Keep financial transactions organized and current through outsourced bookkeeping support that gives business owners clearer records for planning and tax responsibilities.

Payroll Services

Manage employee pay, deductions, tax filings, and related payroll documentation through a structured service designed to support accurate business administration.

Sales Tax Services

Get help calculating and filing sales tax while managing state and local reporting responsibilities across the jurisdictions relevant to your business.

Strategic Tax Support

Practical Guidance For Tax Challenges

F.I.C. helps individuals and businesses address tax concerns with organized documentation, informed guidance, and a broader understanding of their financial position. From IRS audit assistance to tax return preparation and bookkeeping, services are tailored to the circumstances at hand rather than built around a one-size-fits-all approach. With over 35 years of financial consulting experience, F.I.C. supports clients facing both routine obligations and complex financial situations.

Financial consultant discussing tax resolution documents with a business owner
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. combines tax support with broader financial expertise to help clients move forward with clarity.

Deep Experience

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

Complex Cases

Specialized guidance for IRS resolutions, tax audits, and other challenging financial situations.

One-Stop Support

Accounting, tax, insurance, retirement, and business consulting available through one multidisciplinary firm.

Personalized Service

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

Meet The F.I.C. Team

Experienced professionals support clients through 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

What does a tax relief advocate do?

A tax relief advocate helps clients understand and respond to tax-related problems by reviewing available information, organizing documents, and providing guidance through issues such as IRS notices, audits, or tax debt concerns. The appropriate approach depends on the facts of the case, the records available, and the type of correspondence or filing involved.

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

What documents should I gather for a tax problem?

Does F.I.C. work with businesses facing tax issues?

Can F.I.C. prepare my individual tax return?

Does F.I.C. provide business tax return preparation?

Can bookkeeping help with tax relief concerns?

How can I begin discussing my tax situation with F.I.C.?

Have More Tax Questions?

Talk with F.I.C. about your situation and possible next steps.

Start Addressing Your Tax Concerns

Share your tax or financial situation with F.I.C. so the team can understand your needs and discuss appropriate support.

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.