Decision Financial Services, Inc.

Decision Financial Services, Inc. Concierge Tax Services for Independent Professionals. Visit us at www.decisionfinancial.com Let us be your ally to help you reach that goal.

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.

New IRS Portal for Reporting Fraud and ScamsThe IRS has launched a new portal that makes it easier to report instances o...
06/22/2026

New IRS Portal for Reporting Fraud and Scams

The IRS has launched a new portal that makes it easier to report instances of tax fraud, identity theft, IRS impersonation and other tax-related scams. On the new webpage (link below), people and businesses can report:

- Fake IRS phone calls, emails, and text and social media messages. Scammers posing as government agents often threaten people with arrest unless they submit immediate payments, often in a specific format like gift cards. The IRS does not operate in this way.
- Suspected tax fraud, such as tax evasion schemes or illegal use of offshore accounts.
- Identity theft, which should always be reported to the IRS immediately, even if other government and law enforcement agencies know about the crime.
- Suspicious tax preparation practices, such as a paid tax preparer refusing to sign your return or altering your income figures.

Citizen reporting often plays a critical role in catching scammers and bringing them to justice. This new system makes the process of filing a report less confusing and much more convenient.

IRS Fraud Reporting Site: https://www.irs.gov/help/report-fraud

IRS Offer in Compromise Program – Did You Know?People who cannot pay their tax bills in full may have options to resolve...
06/15/2026

IRS Offer in Compromise Program – Did You Know?

People who cannot pay their tax bills in full may have options to resolve the situation. One of these options is the Offer in Compromise (OIC) program, which allows eligible taxpayers to settle their debts with the IRS for less than the full amount owed.

Anyone considering an OIC should first check whether they qualify using the IRS Pre-Qualifier tool online (link below). Eligible taxpayers may then submit an application. In most cases, the application must be accompanied by a $205 fee and an initial payment toward the tax debt, although these requirements may be waived for lower-income applicants.

An OIC application requires detailed financial information and must be carefully prepared. Beware of aggressive ads promising to settle tax debts quickly for a small fraction of the amount owed. Companies behind these ads, often referred to as OIC mills, may charge substantial fees while submitting applications for people who have little chance of qualifying. A trusted tax professional can help ensure that an OIC application is complete, accurate, and has a reasonable chance of acceptance.

OIC Pre-Qualifier Online Tool: https://irs.treasury.gov/oic_pre_qualifier/

"When two people align their vision, wealth becomes a shared journey.”Financial success is rarely built by one person al...
06/12/2026

"When two people align their vision, wealth becomes a shared journey.”

Financial success is rarely built by one person alone. In a marriage or partnership, true wealth is created when both individuals share common goals, communicate openly about finances, and make intentional decisions together.

Whether planning for a home, growing a business, saving for retirement, or creating a legacy for future generations, a unified vision transforms financial planning from a series of individual choices into a collaborative path forward. When couples align their values and long-term objectives, they not only strengthen their financial foundation but also create a greater sense of purpose, partnership, and confidence in the future they are building together.

If you would like to schedule a tax strategy consultation to enhance your wealth journey, we'd love to schedule a call with you! www.decisionfinancial.com

Quarterly Estimated Tax Payments – ReminderIf you are making quarterly estimated tax payments to the IRS, the due date f...
06/08/2026

Quarterly Estimated Tax Payments – Reminder

If you are making quarterly estimated tax payments to the IRS, the due date for the April 1–May 31, 2026, payment period is coming up next Monday, June 15, 2026.

If you use IRS Direct Pay, payments can generally be made until 11:45 p.m. ET on the due date. If you pay by credit or debit card through an IRS-authorized payment processor, payments can generally be made until 11:59 p.m. ET on the due date.

Success is not measured solely by what you earn; it's measured by what you keep, preserve, and position for the future. ...
06/01/2026

Success is not measured solely by what you earn; it's measured by what you keep, preserve, and position for the future. Hard work, entrepreneurship, and wise financial decisions can create significant wealth, but without a proactive strategy, that success can be diminished by unnecessary taxes, missed opportunities, and inefficient planning. A thoughtful tax strategy acts as a safeguard, ensuring that the wealth you have worked so diligently to build remains aligned with your long-term goals.

At Decision Financial, we believe tax planning is about much more than compliance. It is about creating a framework that protects your assets, supports future growth, and helps you make intentional decisions with confidence. Through proactive tax strategies, wealth-building guidance, and year-round planning, we help clients transform financial success into lasting financial security. Because true wealth is not just about what you create today. It's about protecting it for tomorrow, your family, and the legacy you intend to leave behind.

Summer Activities and Taxes – Did You Know?Summer is a time to relax and have fun, but some seasonal activities may have...
06/01/2026

Summer Activities and Taxes – Did You Know?

Summer is a time to relax and have fun, but some seasonal activities may have tax consequences. Being aware of them now may save you time and hassle later.

If your child attends a day camp so you can work or look for work, some of the cost may qualify for the Child and Dependent Care Credit. Be sure to keep records and obtain the camp's tax identification information.

Students with summer jobs may be entitled to tax refunds if income tax is withheld from their pay. Adults earning income from seasonal, part-time, or gig work may need additional withholding or quarterly estimated tax payments.

Summer is also a popular wedding season. If you change your name after marriage, update your records with the Social Security Administration. If you move, update your address with the IRS and submit a new Form W-4 to your employer so your withholding reflects your current tax situation.

National 529 Day – Did You Know?If you put money into a 529 education savings plan, earnings may be withdrawn federal in...
05/29/2026

National 529 Day – Did You Know?

If you put money into a 529 education savings plan, earnings may be withdrawn federal income tax-free when used for qualified education expenses. Qualified expenses can include tuition, fees, books, supplies, computers, and for students enrolled at least half-time, certain room and board costs.

While 529 contributions are not deductible for federal income tax purposes, many states offer a full or partial state income tax deduction or credit for contributions. Some states and plan sponsors may also offer special incentives around National 529 Day.

Recent law changes expanded the use of 529 plans. In 2026, up to $20,000 per year, per student, may be used for qualified K–12 education expenses at public, private, or religious schools. Prior years were generally limited to $10,000 annually.

“Tax strategy is not about avoiding responsibility. It’s about stewarding resources wisely.” This quote reflects an impo...
05/26/2026

“Tax strategy is not about avoiding responsibility. It’s about stewarding resources wisely.” This quote reflects an important distinction that is often misunderstood. Effective tax strategy is not about evading obligations or finding shortcuts; it is about understanding the tax laws that exist and using them as intended to make informed financial decisions. Thoughtful planning allows individuals and business owners to preserve more of what they have earned while remaining fully compliant with tax regulations.

Wise stewardship means being intentional with resources. Every dollar saved through proactive tax planning can be redirected toward meaningful goals, growing a business, investing for the future, purchasing a home, supporting family needs, or building a lasting legacy. Tax strategy at its core is about creating alignment between financial decisions and long-term objectives, transforming tax planning from a yearly task into a tool for building and protecting wealth.

Today we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. ...
05/25/2026

Today we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, commitment, and dedication have provided us with freedoms and opportunities that should never be taken for granted.

As we spend time with family and friends this Memorial Day, we also reflect with gratitude on those who served and those who gave everything for the future of others.

From all of us at Decision Financial, we wish you and your family a meaningful Memorial Day filled with remembrance, gratitude, and appreciation. 🇺🇸

A meaningful consultation is more than a discussion about numbers; it is the point where uncertainty begins to turn into...
05/19/2026

A meaningful consultation is more than a discussion about numbers; it is the point where uncertainty begins to turn into clarity. Financial questions often start with concerns, goals, or decisions: Am I making the right choices? How can I reduce tax exposure? What should I be doing differently? A meaningful conversation helps uncover the bigger picture and transforms isolated questions into a structured plan with purpose and direction.

In tax strategy and wealth building, true value comes from understanding not only where someone is financially today, but where they want to be tomorrow. A tax return may report what has already happened, but strategic conversations create opportunities for what can happen next. Through thoughtful consultation, financial decisions become intentional rather than reactive, allowing individuals and families to align their resources with their long-term goals.

The most impactful strategies are rarely built in spreadsheets alone; they are built through listening, understanding, and collaboration. When the right questions are asked and meaningful guidance is provided, a consultation becomes more than a meeting; it becomes the foundation for informed decisions, stronger financial outcomes, and a clearer path toward building lasting wealth.

Reach out if you would like to set up a free consultation. Email us at [email protected]

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535 Silicon Drive Ste. 101
Southlake, TX
76092

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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