Business Details
43 Years
experience
Your Trusted Partner for Accounting & Tax Services in West Palm Beach
Founded in 1983 by Dalia Melendez from her kitchen table, our firm has evolved into a powerhouse of financial expertise and cultural fluency. We specialize in transforming inherited businesses into thriving, values-aligned legacies through bookkeeping, tax strategy, and business advisory services. Our team of three professionals combines 40+ years of experience with modern systems to provide comprehensive financial support. We focus on empowering daughters of immigrants and first-generation entrepreneurs to achieve financial clarity and build sustainable businesses. Our approach blends technical expertise with deep empathy, treating financial tools as instruments of liberation rather than judgment.We offer tailored solutions from launch-stage support to advanced optimization strategies. Our CFO-led model ensures proactive financial management that aligns with each client's unique vision. We pride ourselves on creating a judgment-free zone where clients can address financial challenges without gatekeeping. Our legacy of service spans thousands of clients in our community and beyond. Marilyn Melendez continues her mother's vision while modernizing our approach to meet contemporary business needs.
Services
Tax Preparation
Bookkeeping
Financial Planning
Business Advisory
Payroll Services
Sales Tax Filing
Cash Flow Tracking
Succession Planning
CFO Services
Tax Strategy
Details
- Year established: 1983
Highlights and features
- Women-led, bilingual financial firm with 40+ years of expertise
- Team of 3 providing comprehensive financial support (Bookkeeper, Tax Accountant, CFO)
- Specializing in serving daughters of immigrants and legacy builders
- Modern systems combined with deep cultural fluency
- Proactive tax planning and strategic business advisory services
Services
Bookkeeping
Our comprehensive bookkeeping service maintains accurate financial records through meticulous transaction tracking and QuickBooks management. We ensure clean books that provide clear business insights while maintaining compliance with financial standards. This foundational service supports all other financial activities and decision-making processes.
Tax Preparation
We handle complete tax preparation for both business and personal returns with expert attention to deductions and entity strategy. Our proactive approach ensures tax season becomes a time of empowerment rather than stress through year-round planning and strategic positioning.
Business Advisory
Our advisory service provides data-driven recommendations for major business decisions including hiring, investments, and expansion. We combine financial analysis with industry expertise to help clients navigate growth opportunities with confidence and strategic clarity.
Cash Flow Tracking
This service offers continuous monitoring of financial inflows and outflows to optimize business liquidity. We implement systems that transform cash flow management from survival mode to strategic financial planning, enabling better business decision-making.
Succession Planning
Our succession planning service creates structured transitions for business ownership and leadership. We develop comprehensive strategies that preserve business value while ensuring smooth generational transfers or ownership changes aligned with long-term objectives.
People
Marilyn Melendez
Financial Confidant & Business Advisor
Marilyn took her mother's vision and transformed it into a modern financial advisory firm. With over 25 years of experience, she combines technical expertise with empathetic guidance to help entrepreneurs achieve financial clarity and business success.
Dalia Melendez
Founder
Dalia founded the firm in 1983 from her kitchen table, creating a business that has served thousands in the community. Her vision of making financial literacy accessible to immigrants and their families continues to guide the firm's mission.
Questions
What services does Dalia Tax & Business Advisors offer?
We provide bookkeeping, tax preparation, financial planning, business advisory, payroll services, sales tax filing, cash flow tracking, and succession planning tailored to first-generation entrepreneurs.
Who do you specialize in helping?
We specialize in supporting daughters of immigrants and first-generation business owners with culturally fluent financial guidance and legacy-building strategies.
What makes your firm different from traditional accounting services?
Our team of three professionals combines technical expertise with cultural understanding, treating financial tools as instruments of liberation rather than judgment in a judgment-free environment.
Do you offer both one-time and ongoing services?
Yes, we offer one-time strategy sessions starting at $499 and ongoing monthly plans ranging from $499 to $1,999 based on business needs.
How do you approach tax planning and preparation?
We provide proactive tax planning with entity strategy and deductions, handling both business and personal tax preparation to make tax season stress-free.
What is included in your monthly service plans?
All plans include team support, financial statements, account reconciliations, and tax services, with higher tiers adding strategic advisory, forecasting, and risk assessment.
