Decision Financial Services, Inc.

3.6(13 reviews)Southlake, Texas
Decision Financial Services, Inc.
By owner
Street View & 360°
Decision Financial Services, Inc.
By owner
Street View & 360°

At Decision Financial, our goal is to provide professional, reliable, and personalized tax strategies, services to businesses and individuals. Tax planning is the greatest tool to ensure you receive the maximum benefit of the tax code. Let us be your ally to help you reach that goal.

Services

Service Options

Accessibility

Business Hours

Sunday
Closed
Monday
8:30 am–5 pm
Tuesday
8:30 am–5 pm
Wednesday
8:30 am–5 pm
Thursday
8:30 am–5 pm
Friday
8:30 am–5 pm
Saturday
Closed

Find Us on Google Maps

535 Silicon Dr Suite 101, Southlake, TX 76092, United States

Customer Reviews

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Reviews

3.6(13 reviews)
Jane
Sep 3, 2024on
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Completely over her head. I used her for my professional business, as did many people I know and we all lost 10s of thousands of dollars because of the incompetence. I am STILL cleaning up messes from 2021 tax returns and paying a CPA to fix her mistakes! In fact, there should be a lawsuit due to the amount of money business people lost.

Chris Coyle
Jul 17, 2024on
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In a word... EXPERTS! Stop wasting time with the wrong accounting folks or trying to do this stuff yourself. I was lucky enough to find Decision Financial through a business networking group and can say they are a blessing!

C B
Jul 17, 2024on
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NEVER USE THIS COMPANY! They are rude and condescending and then mess up all your taxes. I am spending endless money and time with a new accountant trying to clean up their mess! Shockingly incompetent.

KiLo
Nov 7, 2023on
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Spending time and money cleaning up the mess they made.

Phil
Sep 27, 2022on
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prepare your personal and/or business taxes properly, keep looking. Monica at Decision Financial Services may sell you on her teams services, but unfortunately I found out the hard way. Would highly recommend to look elsewhere. Many errors were made when filing both my business and personal taxes where we were overpaying by thousands of dollars. We hired DFS to help make things easier for us, but it was just the opposite. Horrible communication with Monica via phone or email. Great communication when you are a potential new client!

Jason Alexander
Nov 7, 2021on
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I have emailed Mrs. Heaton, this review should come as no surprise. She lacks communication and fails to follow through on services she offers. My wife and I feel as if we were discriminated against due to the services we were needing and the fact that we arent one of her higher class clients. Its a shame we were really looking forward to working with her.

Sam Jorgensen
Nov 7, 2021on
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Very professional service, the team gets it done and is very thorough. I started with my business and now have added my personal and my husbands business. Great company! Positive Quality

a mata
Nov 7, 2020on
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Monika is so great to work with. Cannot say enough wonderful things about how knowledgeable she is.

Brenda Tosso
Dec 18, 2019on
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I started working with Decision Financial in 2016, right after I started my own LLC. Monika is so patient and knowledgeable! She is so easy to work with and not only crunches the numbers, but also provides valuable information. She knows the questions I should be asking and provides the answers. So grateful to have her now that my business has grown and continues to grow. She keeps me on track!

JandT Coffman
Nov 27, 2019on
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Decision Financial Services Inc. has been a great partner for me over the last several years. Monika and her team are super knowledgeable, efficient, responsive and very detailed. I can't recommend them highly enough!

Jason Fortune
Nov 26, 2019on
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Monika and Decision Financial Services are an absolute pleasure to work with. Monika is extremely knowledgeable in all aspects of the tax code and will structure a plan specifically for you and your situation. I use to do my own taxes and thought I was doing a great job until Monika took over. I am glad to pay her for her experience and her knowledge because I know the value I get in return far exceeds the costs. Highly recommend Monika and Decision Financial Services.

Christina Grady
Nov 7, 2017on
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