Profile
Monika Heaton
ListedEA and NTPI Fellow Providing Tax Planning and IRS Representation
About
About
Monika Heaton is a Southlake, TX tax professional whose public profile describes over 30 years of experience helping business professionals make tax and financial decisions.
Her work centers on personalized tax planning and financial solutions for individuals and businesses.
Monika Heaton is a Southlake, TX tax professional whose public profile describes over 30 years of experience helping business professionals make tax and financial decisions. Her listed credentials include EA and NTPI Fellow, and the source pages describe a practice focused on tax planning, compliance, tax advice, IRS representation, and complex tax issue resolution.
Her work centers on personalized tax planning and financial solutions for individuals and businesses. The practice describes a client-centered, concierge-style approach that considers each client’s personal or business goals while developing tax strategies intended to address current obligations and future planning needs.
- Tax planning and tax services
- Tax resolution and IRS representation
- Accounting and bookkeeping services
- Southlake, TX practice location
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax planning | Standard | ||
| Tax resolution | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
Southlake, TX
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