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 draw, 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 name is Yvonne Hambright.
I am a Native Texas born and raised. I have over 25 years of bookkeeping and accounting experience with an Associate degree from TCC in Business Administration.
I love watching baseball on all levels, especially the Texas Rangers – even when they are losing. In my spare time I enjoy seeing my grandchildren and exploring botanical gardens.
I was raised to always treat others as I would like to be treated and do my best to live by this rule. I look forward to meeting and working with you.
My name is Kylla Steen.
I am a native born Texan, but have lived all over the United States.
I have an Associates in Business from Dallas County College and am pursuing my Bachelors in Accounting at Texas Women’s University with the hopes of graduating from bookkeeper to accountant in the near future.
In my spare time I enjoy spending time with my son, all things true crime, and learning.
I enjoy being a member of the Decision Financial team and look forward to working with you all.
My name is Erin Steen.
Born in Texas, raised all throughout the East Coast. I will be graduating December 2020 in Business Marketing.
I spend most of my time gathering inspiration for my next children’s book from my 5-year-old nephew. If a pen is not in my hand, you are bound to find me outside helping my sister with her garden. My family and I tend to spend most of our time outside blaring music and putting on our own shows.
I am excited to be on the DFS team and 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.