Monika Heaton

Monika Heaton has 30 years of experience guiding business professionals to make smart tax and financial decisions. She earned her Bachelor’s in Business Management (with an emphasis in Accounting) from Sonoma State University. She spent over six years in public accounting and has worked for companies such as GE Capital, SPL Worldgroup Consulting, and Oracle. Leaving corporate life to raise her daughter, Monika founded DFS in 2001. In 2004, she became an Enrolled Agent and in 2013, she received her NTPI Fellow designation. She serves on the board of the Southlake Chamber of Commerce, as Treasurer of River Hills 2 Office Condominiums, and as Director of Communication for the Texas Society of Enrolled Agents. Monika lives in Fort Worth with her husband Robert. During her free time, she enjoys tennis and Peloton.