Tax Representative for IRS Representation

When IRS notices, audits, or tax disputes create uncertainty, F.I.C. provides knowledgeable representation and financial guidance for individuals and businesses. Our experienced team helps organize records, clarify obligations, and pursue practical resolutions with a personalized approach. With Chicago roots, over 35 years of experience, and international perspective, we support clients facing complex tax matters across the United States.

Tax professional reviewing IRS documents with a client at a desk

Our Tax Representative Services

Focused tax support for IRS matters, personal filings, and business compliance needs.

IRS Audit Assistance

F.I.C. helps individuals and businesses respond to IRS notices, organize requested documentation, and navigate audit-related communications with informed professional support.

Individual Tax Preparation

Personal tax return preparation helps identify eligible deductions and credits while supporting accurate filing for individuals managing complicated tax circumstances.

Business Tax Preparation

Business tax return preparation supports accurate company filings, consideration of eligible deductions, and compliance planning for organizations with varied financial needs.

Personalized Tax Guidance

Get Informed Support for IRS Matters

IRS issues can involve notices, documentation, audits, and difficult decisions. F.I.C. brings together tax knowledge, accounting experience, and a broader financial perspective to help clients understand their position and respond thoughtfully. From its Chicago roots, the firm supports individuals and businesses across the United States while addressing complex financial situations with clarity, discretion, and personalized guidance.

Advisor explaining IRS correspondence and tax documents to a client
The F.I.C. Difference

Why Choose F.I.C.?

Experienced guidance for tax matters that require careful attention and a broader financial view.

Deep Experience

Over 35 years of accounting, tax, insurance, and financial consulting experience informs every engagement.

Complex Matters

F.I.C. specializes in complex financial situations, including IRS resolutions and tax audits.

Personalized Support

Customized solutions address each client’s circumstances rather than relying on a one-size-fits-all approach.

Broad Perspective

Chicago roots and international accounting experience support clients across the United States and beyond.

Meet The F.I.C. Team

Experienced professionals supporting clients through 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 does an IRS tax representative do?

An IRS tax representative helps clients understand tax notices, organize relevant records, communicate about tax matters, and navigate processes such as audits or resolution efforts. The representative’s role depends on the circumstances and the authority available for the engagement. F.I.C. provides professional financial guidance for individuals and businesses dealing with complex IRS issues and related tax concerns.

When should I seek IRS representation?

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

What documents should I gather for IRS representation?

Does F.I.C. represent both individuals and businesses?

Can IRS representation help with tax debt?

How does IRS audit assistance differ from tax return preparation?

Can F.I.C. help with business tax matters?

Need Guidance With An IRS Matter?

Speak with F.I.C. about your tax concern and available support.

Discuss Your IRS Representation Needs

Share your tax concern and contact details so the F.I.C. team can understand your situation and outline appropriate next steps.

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.