Expert Tax Specialist Services in Chicago, IL

Navigate tax season with confidence through Tax Specialist Services in Chicago, IL from F.I.C. Our experienced team supports individuals, families, and businesses with accurate filings, IRS audit assistance, sales tax, payroll tax, and year-round planning. From North Elston Avenue to the wider Greater Chicago Area, we help clients stay compliant, organized, and prepared for changing tax requirements.

Tax specialist preparing documents in Chicago office

Our Tax Specialist Services

Comprehensive tax support for individuals, businesses, payroll, audits, sales tax, and coordinated year-round financial compliance.

Individual Returns

Accurate personal tax preparation for individuals and families, with careful review of income documents, deductions, credits, and filing requirements based on return complexity.

Business Returns

Business tax preparation for companies that need accurate year-end filings, deduction review, compliance support, and organized reporting based on entity size and complexity.

IRS Audit Help

Professional guidance for individuals and businesses responding to IRS notices, organizing documents, understanding requests, and navigating audits with experienced support.

Sales Tax

Sales tax services for businesses that need accurate calculations, timely form preparation, and compliance support across applicable state and local jurisdictions.

Payroll Tax

Payroll support for wages, deductions, payroll tax filings, W-2s, 1099s, 940s, and 941s, helping employers stay organized and compliant.

FIC Package

A bundled solution combining bookkeeping, payroll, sales tax, advisory services, business year-end returns, and personal year-end returns for coordinated financial management.

Year-Round Guidance

Clarity for Complex Tax Decisions

F.I.C. helps Chicago taxpayers and business owners turn complicated tax requirements into clear, manageable action. Whether you are filing an individual return, coordinating payroll tax, managing Illinois and local sales tax, or responding to an IRS notice, our team combines technical accuracy with practical guidance so you can make informed decisions year-round.

Tax specialist reviewing documents with a client
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. brings experienced, practical, and personalized financial guidance to every tax matter.

Deep Experience

Over 35 years guiding clients through tax, accounting, insurance, and financial decisions.

Local Expertise

Chicago-based insight for individuals and businesses navigating Illinois tax and local compliance needs.

Complex Cases

Support for complex IRS resolutions, audits, interstate issues, and international tax situations.

Integrated Support

Tax, bookkeeping, payroll, advisory, insurance, and retirement planning coordinated under one firm.

Meet The Chicago Team

Experienced financial professionals supporting complex tax situations.

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

Is a tax specialist the same as an accountant?

A tax specialist and an accountant can overlap, but they are not always the same. Accountants may handle bookkeeping, financial reporting, payroll, or general accounting tasks. A tax specialist focuses specifically on tax preparation, compliance, deductions, credits, audit response, and tax planning. At F.I.C., tax work is supported by broader accounting and financial consulting experience.

What is another name for a tax specialist?

What is the role of a tax analyst?

How much do tax specialist services cost?

Can a tax specialist help with an IRS audit?

What documents should I bring for tax preparation?

Do you handle taxes for small businesses?

When should I hire a tax specialist?

Still Have Tax Questions?

Get clear answers before your next filing or IRS deadline.

Trusted Experience

Awards and Recognition

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35+ Years Experience

Over three decades of financial consulting experience.

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International Presence

Chicago roots with international financial service reach.

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Phoenix Foundation

Community-focused support through pro bono financial help.

Ready for Clear Tax Guidance?

Share your tax concern, filing deadline, IRS notice, or business compliance need, and our team will help outline the next best 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.