Meet Monika Heaton: Enrolled Agent

We had the good fortune of connecting with Monika Heaton and we’ve shared our conversation below.

Hi Monika, as a parent, what do you feel is the most meaningful thing you’ve done for them?
I think the most important thing I have done as a parent is to live by example. Being a single mom of a daughter at times were tough. Life can definitely throw you a few curve balls. Showing my daughter that even if you get knocked down, you get back up and keep on going as it can only go up from there. I would always tell her she can be anything she set her mind to and by being that example, I showed her it to be true.

Can you give our readers an introduction to your business? Maybe you can share a bit about what you do and what sets you apart from others?
I was working in Corporate America and lost my job while on maternity leave. As a single mom, I didn’t want to go back to the corporate world and miss the important milestones of my daughter’s childhood, so I asked my mom to move in with me and my business Decision Financial Services was born. At times, things weren’t easy and I doubted whether I made the right decision, but I never looked back, I never gave up, and I am so grateful that didn’t.

My firm specializes in proactive tax planning and strategy, tax preparation for individuals, businesses, trusts, and nonprofits, as well as bookkeeping and payroll services. We are a concierge tax firm, giving our clients a one-stop-shop for all things taxes. What sets me apart is I truly enjoy what I do and care about the success of my clients. I spend a lot of time getting to know them, their business, and where they see themselves five years from now. Then I take that information and develop a plan to help them save on taxes and put more money in their pockets.

Let’s say your best friend was visiting the area and you wanted to show them the best time ever. Where would you take them? Give us a little itinerary – say it was a week long trip, where would you eat, drink, visit, hang out, etc.
The first day I would take them shopping at Town Square in Southlake and sushi at Sushi Zen on Southlake Blvd. The next day, we would visit the Fort Worth Zoo and the Botanical Gardens, then share dinner at Fireside Pies on Crockett Street. Following that, a day of food, wine tasting, and window shopping in Historic Downtown Grapevine. Lastly, a brunch the next morning at Mash’d. For my activity minded friends, we would go paddle boarding on Lake Grapevine, boating on either Eagle Mountain or Lake Worth, or hiking Cedar Ridge Preserve. And we can’t forget to go to the Stockyards and Billy Bob’s for drinks and a show.

Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
My mother, who always believed in me, even during the times when I didn’t believe in myself. She was my harshest critic and my greatest fan. Her belief and her strength are why I have my own business today.

Website: www.decisionfinancial.com
Facebook: https://www.facebook.com/decisionfinancial/