FIRM PROFILE

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.

Monika is the Director of Communication for the Texas Society of Enrolled Agents. She serves on the board of the Southlake Chamber of Commerce. She also is the Treasurer of River Hills 2 Office Condominiums.

Monika lives in Fort Worth with her husband Robert. During her free time, she enjoys tennis and Peloton.

What is an EA?
https://www.naea.org/naea-education-foundation/educating-america/enrolled-agents/
What is a NTPI Fellow?
http://www.naea.org/education-events/national-tax-practice-institute/ntpi-fellow

My Name is

Monika Heaton

Monika Heaton has 30 years of experience guiding business professionals to make smart tax and financial decisions.

Meet Monika Heaton.
Read about her story featured in —
VoyageDallas.com

Riley Heaton

Office Manager

Like Monika, Riley is a native Californian, but glad to be here in Texas. Riley did a few years of college back in California for liberal arts and spent a great deal of time tutoring others. He enjoys the arts scene, whether it is visual or performing arts. In his spare time, Riley draws, attends musicals, writes, and goes hiking. He enjoys helping Monika at Decision Financial, keeping her office running smoothly and being at your service. He looks forward to working with you.

Yvonne Hambright

Bookkeeping Manager

Yvonne is a Native Texas born and raised. She has over 25 years of bookkeeping and accounting experience with an Associate degree from TCC in Business Administration. Yvonne loves watching baseball on all levels, especially the Texas Rangers – even when they are losing. In her spare time, Yvonne enjoys seeing her grandchildren and exploring botanical gardens. She was raised to always treat others as you would like to be treated, and does her best to live by this rule. She looks forward to meeting and working with you.