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EXPERT TAX STRATEGY

Leveraging deep knowledge and experience in tax laws, we develop strategies that align with individual or business goals, ensuring compliance while minimizing liabilities.

This proactive approach not only addresses current tax obligations but also anticipates future changes, positioning clients for long-term financial success.

Premier

ENROLLED

AGENT

Leveraging Monika Hengesbach's Enrolled Agent status and NTPI Fellow designation, along with her three decades of experience serving over 1,000 clients, she provides superior tax advice, IRS representation, and resolves complex tax issues with proven expertise and reliability.

Offering personalized, concierge-level tax services means that Decision Financial goes beyond the standard approach to tax management by providing highly tailored services that cater to the unique financial landscapes of each client. This approach involves a deep understanding of each client’s personal and business financial goals, enabling the firm to offer solutions that are specifically designed to optimize tax outcomes and enhance financial health.

Personalized

CONCIERGE

SERVICE

CLIENT

CENTRIC

Philosophy

We prioritize clients' unique needs and goals, ensuring personalized tax strategies and solutions through collaborative planning and open communication. This philosophy fosters strong, trusting relationships, with every action tailored to achieve the best outcomes for clients, emphasizing respect, transparency, and empowerment.

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The Self-Employed Loan Dilemma

The Self-Employed Loan Dilemma

The original intent of the loan was to help self-employed people whose tax returns took full advantage of tax write-offs and showed a bottom line lower than what would work for qualifying ratios for l... ...more

DF Blogs

July 04, 20243 min read

5 Tax Mistakes That Can Cost Real Estate Professionals Thousands

5 Tax Mistakes That Can Cost Real Estate Professionals Thousands

My daughter is a lot like my clients, she hates taxes and she definitely hates tax season. When I would jokingly tell her she will take over the family business when she graduates from college she wou... ...more

DF Blogs

July 04, 20242 min read

Missed Opportunities to Save Money on Taxes

Missed Opportunities to Save Money on Taxes

I decided to upgrade my wardrobe after I heard someone speak about what you wear portrays your professional image. Not that I needed an excuse to go shopping for clothes, I set out to find the best de... ...more

DF Blogs

July 04, 20242 min read

The 3 Most Important Tax Planning Tips for Family Owned Businesses

The 3 Most Important Tax Planning Tips for Family Owned Businesses

I can't tell you how many times I get the new business owner who brings their proverbial shoe box to the tax appointment and puts it on my desk, very proud of themselves that they have so many receipt... ...more

DF Blogs

July 04, 20243 min read

4 Ways Architects and Contractors Can Save Money in a Down Economy

4 Ways Architects and Contractors Can Save Money in a Down Economy

Jobs are down 38% since 2006 in residential construction alone. Further, more than 90% of contractors in the construction industry are small businesses, another hard-hit segment of the economy. What i... ...more

DF Blogs

July 04, 20242 min read

5 Tips to Help Doctors Become Tax Savvy and Heal Thyself

5 Tips to Help Doctors Become Tax Savvy and Heal Thyself

Doctors have been subjected to some intense economic changes. With all of these issues, practicing medicine doesn't look as good, at least as a business. ...more

DF Blogs

July 04, 20241 min read

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535 Silicon Dr. Ste. 101

Southlake, TX 76092

Office: 817-268-9352

[email protected]