Business Details
Your Trusted Tax Strategy Partner in Southlake, TX
Decision Financial is a tax strategy firm dedicated to helping individuals and businesses optimize their financial outcomes through personalized planning and expert guidance. With over three decades of experience, our team specializes in minimizing tax liabilities while ensuring compliance with evolving regulations. Our proactive approach anticipates future changes in tax law, positioning clients for long-term financial success. We offer concierge-level services tailored to each client's unique financial landscape, combining deep industry knowledge with a client-centric philosophy. Our founder, Monika Hengesbach, brings specialized expertise as an Enrolled Agent and NTPI Fellow, having resolved complex tax issues for more than 1,000 clients. We prioritize collaborative planning and transparent communication to build trust and deliver solutions that align with both personal and business objectives.Our services extend beyond traditional tax preparation to include strategic financial planning, IRS representation, and educational resources through our podcast and blog. We serve clients in Southlake, Texas, and surrounding areas, maintaining a strong commitment to ethical practices and continuous professional development. Our track record demonstrates consistent success in helping clients achieve their financial goals while navigating complex tax challenges. This combination of experience, personalized service, and forward-thinking strategies establishes Decision Financial as a trusted partner in financial planning.
Services
Tax Planning
IRS Representation
Financial Consulting
Tax Compliance
Business Tax Solutions
Highlights and features
- We offer over 30 years of specialized tax expertise
- Our personalized concierge service ensures tailored solutions
- We provide direct IRS representation for complex issues
- Our proactive planning anticipates future tax law changes
- We combine technical expertise with client-focused communication
Associations and certifications
- Enrolled Agent
- NTPI Fellow
Services
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities while aligning with your financial goals. We analyze your unique situation to implement proactive solutions that ensure compliance and optimize savings. Our approach considers both current obligations and future tax implications for comprehensive financial benefits.
IRS Representation
We provide expert IRS representation for complex tax issues including audits, collections, and dispute resolution. Our specialized knowledge helps clients navigate challenging situations with confidence. Our Enrolled Agent status ensures qualified advocacy during all IRS interactions, working to achieve favorable outcomes while protecting client interests.
Financial Consulting
Our financial consulting combines tax expertise with long-term planning to enhance overall financial health. We analyze business and personal financial landscapes to identify optimization opportunities. This service integrates tax considerations with broader financial objectives to create comprehensive, sustainable strategies for wealth preservation and growth.
Tax Compliance
We ensure complete tax compliance through accurate return preparation and regulatory filings. Our service maintains up-to-date knowledge of changing requirements to prevent compliance issues. We handle both individual and business tax matters with meticulous attention to detail while identifying potential savings opportunities within legal frameworks.
Business Tax Solutions
Our business tax solutions address entity structure, deductions, and operational strategies to optimize corporate financial performance. We specialize in helping business owners navigate complex tax regulations while identifying growth opportunities. This service includes strategic planning for business transactions, succession planning, and tax-efficient operational structures.
People
Monika Hengesbach
CEO / Enrolled Agent
With over 30 years of experience, Monika Hengesbach is an Enrolled Agent and NTPI Fellow who has helped more than 1,000 clients resolve complex tax issues. As CEO of Decision Financial, she provides expert tax guidance and IRS representation while hosting The Wealthy Wallet podcast to share valuable financial insights.
Questions
What tax services do you specialize in?
We specialize in strategic tax planning, IRS representation, business tax solutions, financial consulting, and compliance services tailored to individual and business needs.
Do you work with both individuals and businesses?
Yes, we provide customized tax solutions for both individuals and businesses, addressing unique requirements for each client type.
What makes your firm different from other tax professionals?
Our combination of Enrolled Agent expertise, personalized concierge service, and proactive planning approach delivers comprehensive solutions beyond standard tax preparation.
How can you help with complex tax situations?
Our specialized experience resolving complex tax issues includes IRS audits, collections, and dispute resolution with proven success in challenging situations.
What areas do you serve?
We primarily serve clients in Southlake, Texas, with virtual services available for clients in other locations.
How do you stay updated on tax law changes?
We maintain professional certifications, participate in continuing education, and monitor regulatory updates to ensure current knowledge of all tax developments.
