Tax Planning in Chicago, IL

Make informed tax decisions with planning tailored to your income, business activity, and long-term goals. F.I.C. helps Chicago individuals, families, and business owners identify opportunities, prepare for changing obligations, and organize the records behind each decision. From year-round strategy to return preparation and compliance support, our experienced team brings clarity to complex tax matters.

Tax advisor reviewing financial documents with a Chicago client

Our Tax Planning Services

Targeted tax planning and compliance support for individuals, families, and businesses with evolving financial needs.

Individual Tax Returns

Prepare personal returns accurately while reviewing eligible deductions and credits. Individual tax return preparation is available for filings ranging from straightforward needs to more complex financial situations.

Business Tax Returns

Coordinate business tax return preparation with organized financial records and deduction reviews. F.I.C. supports companies seeking accurate filings and a clearer foundation for future tax decisions.

Sales Tax Compliance

Manage sales tax calculations and filings across applicable state and local jurisdictions. This service helps businesses maintain timely reporting and address ongoing sales tax compliance responsibilities.

Year-Round Tax Clarity

Plan Ahead for Better Tax Decisions

Effective tax planning connects today’s decisions to your future filing and financial goals. F.I.C. reviews the factors affecting individuals and businesses, from income and deductions to entity activity, sales tax, and recordkeeping. For Chicago clients managing local operations alongside state or multistate responsibilities, our coordinated approach helps turn tax compliance into a more informed, forward-looking part of financial management.

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The F.I.C. Difference

Why Choose F.I.C.?

A coordinated financial perspective for tax decisions that deserve careful attention.

Deep Experience

Over 35 years of experience supports informed guidance through routine and complex tax matters.

Integrated Support

Accounting, tax, insurance, retirement, and advisory resources work together under one roof.

Chicago Perspective

Chicago-based guidance helps local businesses align planning with operational and multistate tax responsibilities.

Personalized Strategy

Every plan reflects your circumstances, goals, risks, and available financial information—not a standard template.

Meet the F.I.C. Team

Experienced leadership focused on clear, personalized financial guidance.

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 strategist do?

A tax strategist evaluates your financial situation before filing deadlines and identifies lawful ways to improve tax outcomes. This can include reviewing income timing, deductions, credits, business structure, retirement contributions, recordkeeping, and anticipated transactions. Unlike a filing-only approach, tax strategy is forward-looking and uses current information to help you make better-informed decisions throughout the year.

What is the difference between a tax preparer and a tax strategist?

What is the difference between a tax planner and a tax strategy?

When should I start tax planning?

Can tax planning help small business owners?

Do you provide tax planning for multistate or international situations?

What documents are useful for a tax planning meeting?

Can F.I.C. help if I receive an IRS notice?

Still Have Tax Planning Questions?

Speak with our team about your next financial decision.

Experience You Can Trust

Awards and Recognition

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35+ Years Experience

Longstanding financial consulting experience since continuous operation began.

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Chicago Financial Solutions

Chicago-based firm offering coordinated financial service support.

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Complex Tax Support

Experienced assistance for intricate tax and IRS matters.

Start a More Informed Tax Conversation

Tell us about your tax planning needs, current financial situation, and upcoming decisions. Our team will help identify the appropriate next 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.