We make filing and planning for taxes easy with education and a focus on today and tomorrow.
Our team of consultants has years of experience in the field and are well-versed in the latest tax laws and regulations. We bring a depth of knowledge and expertise to every client we work with.
We recognize that every client's tax situation is unique. That's why we take the time to understand your specific needs and tailor our services accordingly. You can count on us to provide personalized attention to your tax matters.
We believe in transparency and honesty in all of our dealings with clients. You can trust us to provide accurate and reliable information, and to always act in your best interests.
Jacob Dalton is a multifaceted professional with a robust background in finance, insurance, tax, and military service. As the owner of Cane Bay Tax and Elite Wealth Management, Jacob has established himself as a prominent figure in the financial services industry, bringing his clients a wealth of knowledge and experience.
Jacob's journey in the financial sector began in 2014. Since then, he has navigated the intricate landscape of finance, steadily advancing from consultative services to becoming a seasoned professional in wealth management. His specialized focus on tax and portfolio strategies helps set him apart, showcasing a dedication to providing complex, tailored financial solutions.
Alyssa graduated from West Chester University in Pennsylvania with a Bachelor of Science in Accounting and Marketing. She worked in auditing for financial institutions and private accounting for various companies. 2018 she obtained her CPA license and currently holds an active one. Her most previous role was Assistant Controller at FBM, a Maersk company. In her spare time, you can find Alyssa exploring new restaurants in downtown Charleston, enjoying Sullivan’s Island, and playing Volleyball.
Subscribe to hear more about our company updates, tax tips, and financing options.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.