My name is Monika Heaton.

I have 30+ years of experience guiding business owners and professionals to make smart tax and financial decisions.

I earned my Bachelor’s degree in Business Management (with an emphasis in Accounting) from Sonoma State University.  I started my accounting career while I was still attending college, spent over six years with a family-owned firm in San Rafael, CA.  My time there taught me that a tax return is more than just a collection of numbers on forms.

Leaving corporate America to raise my daughter I founded Decision Financial Services, Inc. in 2001. In 2004 I became an Enrolled Agent.  In 2013 I received my NTPI Fellow designation.

I live in Colleyville with my husband Robert, daughter Anni and stepson Riley.  During my free time I enjoy tennis, yoga, and learning how to play golf.

I understand that most tax professionals do a fine job recording the history of your business but I see my real value as helping you write your own!

What is an EA?  http://www.naea.org/taxpayers/what-enrolled-agent

What is a NTPI Fellow?  http://www.naea.org/education-events/national-tax-practice-institute/ntpi-fellow

My name is Riley Heaton.

Like Monika, I’m a native Californian, but I’m glad to be here in Texas. I did a few years of college back in California for liberal arts and spent a great deal of time tutoring others.

I enjoy the arts scene, whether it is visual or performing arts. In my spare time I like to play and create art for video games, attend musicals, write, and go hiking.

I enjoy helping Monika at Decision Financial, keeping her office running smoothly and being at your service. I look forward to working with you.

My firm’s services include:

  • Proactive tax planning to take advantage of every legal deduction, credit, loophole, and strategy.
  • Fast, accurate tax preparation for businesses and individuals
  • IRS problem resolution, including audits and offers-in-compromise
  • Tax services designed to turn “data” into “information” and “information” into “wisdom.”
  • Business planning and consulting informed by two decades’ experience making decisions and leading teams for some of the nation’s most prominent corporations.

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