Meet Marilyn, your trusted financial confidant and business bestie—the one who helps you break up with chaos and glow up your entire life.

Hey, you.

Yes, you — the one out there building, dreaming, and doing the most. You’ve got a million ideas, a business with a heartbeat, and maybe a few spreadsheets giving you side-eye. If you’re here, you’re probably not just looking for a tax pro. You’re looking for a partner. A business bestie. Someone who just gets it.

Let me introduce myself.

My name is Marilyn, and while I didn’t start this firm, I definitely made it my own. I inherited a business full of potential (and a few messes, let’s be honest), and I rolled up my sleeves to turn it into something that reflects who I am — driven, down-to-earth, and deeply committed to helping other business owners feel powerful and protected in their finances.

My Story

Taking over my mother’s firm wasn’t just about continuing a legacy — it was about rewriting it. I brought my vision, my voice, and my systems to the table. I modernized the old-school ways, built trust with a new generation of clients, and created a space where people could show up as their whole selves — questions, chaos, and all.

I know how overwhelming it can feel to manage both your passion and the paperwork. I’ve lived it. And that’s why I’m here — to make sure you don’t have to do it alone.

How I Work

You won’t find copy-paste advice here. I take the time to get to know you — your goals, your stress points, and the wins you’re chasing. I mix financial strategy with big-picture business support. I’m the kind of person who brings structure to your swirl, turns your “I think I can” into “I know I can,” and makes sure every dollar has a job and every deadline is met with calm, not chaos.

Get ready for deep-hearted conversations, powerful after-session reflections, and a whole lot of healing—around money, family dynamics, and the legacy you’re here to create.

Why This Collaboration Is Important

Because you’re building something real and I believe you deserve to live in your truth while doing it. Something that deserves more than a seasonal tax appointment and a few generic emails.

It’s time you had someone in your corner that:

• Sees the whole business — not just the numbers
  
• Helps you make proactive moves, not reactive scrambles
  
• Translates tax code into plain language (with receipts, if needed)
  
• Cheers you on like a friend, protects you like a partner, and thinks ahead like a boss
  

If you’re tired of trying to figure it all out solo, or if you’ve outgrown your current support — I’ve got you.

Let’s Build Together

This isn’t just business. This is legacy work. And I’m here to help you do it with confidence, clarity, and maybe a few laughs along the way.

With Dalia, Possibility Has a Plan.

Lovingly, (with accountability and no judgment),
Marilyn