Dalia Tax & Business Advisors

Dalia Tax & Business Advisors Welcome to DTBA — a grounded, heart-centered advisory firm built by women, for women, with legacy in our bones and power in our planning.

We don’t just balance books—we build legacies. Founded on a kitchen table over 40 years ago, and now led by Marilyn—our no-nonsense CFO in pink heels—we’ve grown into a powerhouse that supports women entrepreneurs and children of immigrants in turning generational pressure into generational power. We help you modernize your money systems, clean up inherited business chaos, and build something that

finally feels like yours. Whether you’re just stepping into your family’s business or running your own empire from scratch, we offer bilingual tax services, financial strategy, and legacy-focused planning that meet you exactly where you are—with clarity, care, and zero fluff. Serving Palm Beach County and beyond. Ready to start rewriting your legacy? Let’s build what you actually want to live.

The small financial habits you build in your business today can create a much stronger foundation long term!- Reviewing ...
06/03/2026

The small financial habits you build in your business today can create a much stronger foundation long term!

- Reviewing financial reports monthly
- Staying consistent with bookkeeping
- Planning ahead for taxes
- Separating business and personal expenses

What’s one business money green flag you are proud of right now?

A new month means new goals, fresh opportunities, and another chance to grow your business stronger.June is the perfect ...
06/02/2026

A new month means new goals, fresh opportunities, and another chance to grow your business stronger.

June is the perfect time to:
- Clean up your bookkeeping
- Check your cash flow
- Plan for Q3

What’s one goal you want to accomplish before the end of this month?

More sales?
Better cash flow?
Cleaner bookkeeping?
More consistency?
Less stress?

Drop it below!

I believe this is a reminder every business owner needs.Investing in your financial knowledge is not extra. It is essent...
06/01/2026

I believe this is a reminder every business owner needs.

Investing in your financial knowledge is not extra. It is essential.

Comment 💡 if you agree, or share a quote you love.

When you regularly match your bank transactions with your bookkeeping records, you can quickly catch anything that does ...
05/30/2026

When you regularly match your bank transactions with your bookkeeping records, you can quickly catch anything that does not look right, such as:

- Unauthorized charges or withdrawals
- Unknown vendors or unfamiliar transaction names
- Unexpected changes in transaction amounts
- Missing transactions

It is one of the simplest ways to protect your business and keep your financials accurate.

Make sure to follow our page for practical bookkeeping, business, and financial tips.

The easiest way to manage this is by using class or location tracking inside your accounting software.This allows you to...
05/29/2026

The easiest way to manage this is by using class or location tracking inside your accounting software.

This allows you to track income and expenses for each location separately, without needing multiple accounts or messy workarounds.

You can clearly see which locations are performing well and where you may need to adjust.

Send us a message or comment below if you want help setting this up correctly.

Comment below if you have questions about one specifically.Let us know which one you are using.
05/28/2026

Comment below if you have questions about one specifically.

Let us know which one you are using.

If your numbers feel messy, start here.1. Make sure your bank and credit card accounts are connected, synced, and fully ...
05/27/2026

If your numbers feel messy, start here.

1. Make sure your bank and credit card accounts are connected, synced, and fully up to date so you are working with complete and accurate data.

2. Review and categorize your transactions by going through anything uncategorized or incorrect so your reports accurately reflect what is happening in your business.

3. If you have personal expenses in your business accounts, go through and recategorize them, and start using separate accounts to keep your numbers clear and reliable.

4. Review your reports to make sure there are no unusual or incorrect categories so your financials stay clean and easy to understand.

Feeling overwhelmed?

Send us a message or comment below and we will help you get back on track.


Getting a large tax refund might feel like a win, but it usually means you overpaid your taxes.That is money you could h...
05/26/2026

Getting a large tax refund might feel like a win, but it usually means you overpaid your taxes.

That is money you could have used in your business throughout the year.

- Less cash available for expenses or growth

- Tighter cash flow than necessary

- Missed opportunities to use your money sooner

The goal is to get as close as possible to what you actually owe, not overpay.

If you are getting large refunds, it may be time to adjust your tax planning so your money works for you all year.

Send us a message or drop a comment below if you would like help making sure you are not overpaying on your taxes.

05/26/2026

Outsourcing helps you abandon the mindset of "I can do it all myself" and offload boring back-office tasks and hand them over to professionals with better expertise and reasonable costs.

If you'd like to learn more on how we can help take managing your business finances off your plate and help you grow your business, schedule a call with us today!



Small changes now can make a big difference and lead to a much smoother and more predictable tax season next year.If you...
05/26/2026

Small changes now can make a big difference and lead to a much smoother and more predictable tax season next year.

If you're behind on your bookkeeping, we can help you get everything organized and ready for tax time.

Send us a message or drop a comment to learn more.

Address

680 S Military Trl
West Palm Beach, FL
33415

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

http://eepurl.com/i_xK-I

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