About 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.
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.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- California Franchise Tax Board (CA FTB)
- Texas Comptroller of Public Accounts
- New York State Department of Taxation
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- FBAR & FATCA
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Franchise Tax Issues
- Sales Taxes
- Unfiled Tax Returns
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Unpaid Franchise Taxes
- Sales Tax inactive
- Unpaid Taxes
- Tax Penalties
- Tax Audit or Examination
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Business Tax Preparation
- Trust Tax Preparation
- Gift and GSTT Tax Preparation
- Estate Tax Preparation
- FBAR & FACTA
- Audit Reconsideration
- Other Tax Preparation
- Estate (Fiduciary) Tax Preparation
- Installment Agreement
- Individual Tax Preparation
- Offer In Compromise
- Levy Release or Reduction
- Penalty Abatement
- Tax Appeals
- Business Tax Preparation
- Amend Tax Returns
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Lien Release
- Sales Tax Preparation
- Business License Help
- Amend Tax Returns
- LLC Reinstatement
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Individual Tax Preparation
- Business Tax Preparation
- Amend Tax Returns
Tax Types Serviced
Corporate Tax
Alcoholic Beverage Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Gift Tax/GST Tax
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
11/1/2004
Active
Designation & Other Licences
License Type
NTPI Fellow (National Tax Practice Institute)
Aug 2013
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Owner, EA | Decision Financial Services Inc. | Southlake, Texas | Jul 2001 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Sonoma State University | Bachelor's Degree | 1992 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| Texas Society of Enrolled Agents | Director of Communication | 2020 - Present |
Contact Information
Address
535 Silicon Dr. Ste. 101
Southlake, Texas 76092
Southlake, Texas 76092
In Office Visits
No
Pricing & Payments
Free Consultation
Free Quote
Hourly Billing
Flat Fee Pricing
Contact Me for Details
Amex
Visa
Mastercard
Check
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