Decision Financial – Concierge Tax Services for Independent Professionals

Tax Services for Doctors & Dentists

Guidance for Doctors to better their tax savvy.

Righting the mistakes that could cost you thousands.

Save on taxes to keep your business operating efficiently.

Read the published works featuring Monika Heaton, EA.

Meet Monika Heaton and read about her story that is featured in VoyageDallas.com .

What People Are Saying...

Decision Financial Services has handled our books for the last 5 years. They stand behind their work, and have taken care of business in a professional manner. I heartily recommend Decision Financial to friends and associates.

Dr. James Hopkins Night Owl Pediatrics, Pleasant Hill, CA
Monika with Decision Financial Services filled my taxes this year and it was the first time that I ever hired someone to file my taxes. I highly recommend Monika and her staff and will be partnering with her next year to file my taxes.
Jason Fortune Financial Advisor
I currently use Decision Financial for two of my businesses. They have taken the time to answer complex tax questions that have quite literally saved us thousands of dollars.

Sharon Hiebing Senior Manager Send Out Cards, Oakland, CA
Monika is so much more than just a standard run of the mill CPA. She has all of these higher level qualifications that make her not only exceptional, but able to do ANYTHING when it comes to taxes or the IRS. She works with huge cooperate clients that have tax obligations in dozens of states to little businesses like us, she does tax planning which is a huge thing, and she also listens. She helped us flip from an LLC to an S-Corp with ease which is going to save us big bucks in the long run. Drop HR Block like a rock as well as your tax stresses by handing them over to Monika.

Christina Grady Partner at Occubit Technology Solutions