Unlock Your Financial Potential with Expert Tax Strategies
Personalized tax planning and financial solutions designed to help you minimize liabilities, ensure compliance, and maximize savings.
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
Agent status and NTPI Fellow designation, Leveraging Monika Hengesbach’s Enrolled 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
Philosophy
Client
Centric
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.
Accolades
Let's Talk Taxes
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Watch What You Post
Sydney Chaney Thomas is a persistent blogger, with blogs going back to January 2014. You can find recipes, stories about living in San Francisco, CA, meditations, and her “ethical and sustainable sailing apparel brand” at sidneychaneythomas.com. You can also find the...
Ruth Bader Ginsburg: Paving the Way for Equality in Tax Law
In 1968, Charles Moritz, a never-married man, found himself in a perplexing situation. He sought a tax deduction under Section 214 for the salary of a caregiver he hired to care for his mother. However, the Internal Revenue Service denied his claim, citing a...
Non-Cash Charitable Contribution
I was engaged by a new client to represent him in an IRS audit for 2019. FYI, the IRS loves auditing the prior year so they can open the current year if they find something. In this case, they did open 2020 and it had absolutely nothing to do with what triggered the...
The Dentist Hates Going to the Accountant
When I was 18, I was referred by my dentist to see an oral surgeon because I needed to have all four of my wisdom teeth pulled. Since all four teeth were impacted, I received general anesthesia. In the middle of the procedure, I woke up screaming, watching the surgeon...
Hiring Your Children Can be a Great Tax Savings Tool
Every type of sport, dance, camp; we did it. She had a blast! My wallet, not so much. It only took one year of spending this kind of money when I realized I could take advantage of a great tax strategy just by hiring my daughter to come work in my tax practice. Hiring...
What is an Accountable Plan?
Per the Internal Revenue Service, an accountable plan "allows an employer to reimburse employees on a non-taxable basis when certain requirements are met." Those requirements, discussed in more detail, are business connection, substantiation and return of excess....