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

Client Engagement Specialist

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.

Nancy Kolb

Bookkeeping Specialist

Nancy is a Colorado native who recently moved to Texas to be near family and escape snow shoveling.  She has 30 years bookkeeping and payroll experience mostly in construction, and more recently for a nonprofit supporting foster families.  On the weekends she looks forward to biking and hiking, and time with her two Havanese rescue dogs, Shyla and Pebbles.  She also enjoys motorsports which keeps her involved with her older brothers.  She likes numbers and problem solving and looks forward to meeting her new clients.

Nicholas Sandt

Bookkeeping Specialist

Nicholas is a Dallas-Fort Worth native and a Graduate of the University of Houston with a B.S. in Accounting. Outside of work he watches The Dallas Cowboys and spending time with his fiancé and Cavalier King Charles Spaniel at home.

Karla Koch

Bookkeeping Specialist

Karla is a lifelong Texan, graduating high school in Abilene Texas. After high school, she moved to Fort Worth, Texas where she earned her BA in Accounting from Texas Wesleyan University. Having spent 16 years as an Oil and Gas Accountant, she recently joined our team to as a Bookkeeping Specialist. Karla enjoys traveling, ocean life and scuba diving as well as gardening, woodwork, and puzzles. She is happily married and enjoys spending time with her family, granddaughter, three stepchildren and 2 cats.

Megan Vilbig

Bookkeeping Specialist

Megan was raised in East Texas and moved to Denton after high school to earn her degree in Business Administration from Texas Woman’s University. After almost 6 years in the automotive industry, she decided to follow her longtime career goal of joining a firm. She enjoys traveling and sight-seeing with her husband, son, daughter and their dog and is always looking forward to their next adventure together.

Rachel Harlass

Client Liaison

Rachel is a life-long Texan, except for a few years spent in Tennessee earning her degree in Visual Art & Communications from Lambuth University. She brings over 10 years of customer service and administrative experience to our firm. When she’s not assisting our clients, Rachel enjoys gardening, soccer, cheering on the Dallas Stars, and hiking.

Cassandra "Cass" Clements

Business Development Manager

Cass is a long-time resident of Grapevine, TX. She offers years of experience in business development, client relations and leadership. She has a servant’s heart and enjoys volunteering in the community. In her spare time, she loves to travel, watch sports, visit breweries and wineries, and especially spend invaluable time with her friends and family. 

Trinity Shinberg

Administrative Assistant

Trinity is a native Arizonian who moved to Texas to be near family and to escape the dry desert heat. She brings 3 years of customer service and administrative experience to our firm. In her spare time, she enjoys reading, writing, spending time with family, and supporting as many foster pets as possible. She always seeks to be of service and looks forward to assisting you!