Wegmann Dazet is one of the largest locally owned CPA / Business Advisory firms based in the Gulf South. Known as the Entrepreneur’s CPA, we serve clients from Florida to Oregon from two metro New Orleans area offices – Metairie and Covington.
Our drive is to understand our clients’ businesses as well as or better than they do. Through this entrepreneurial vision and our hands-on consulting, we focus on profitability and steering growing companies to success. Never satisfied to be just a once-a-year tax preparer, our approach is holistic and proactive with regular client contact; to be our clients’ most trusted adviser is our mission.
Wegmann Dazet’s breadth of services in the traditional range include tax and assurance services with additional concentration in specialized tax credits, litigation support/forensic accounting, business valuations, mergers and acquisitions, succession planning, and pension plan/ERISA audits.
The CPA leaders of our Firm include these eight partners: Kerney Craft, Lisa Englade, Jon Folse, Jonathan Koenig, Tommy Laine, Valerie Lowry, Brian Menendez, and John White. Staff members are recruited from the top graduates of area universities. Training is continued through in-firm programs and coordinated participation in courses sponsored by the Society of Louisiana Certified Public Accountants, the American Institute of Certified Public Accountants, BDO USA, and state CPA societies.
The Firm is a member of the Private Practice Section of the AICPA Division of CPA firms. The division is a voluntary self-regulatory organization of firms established to foster quality performance. Membership in the division is limited and requires, among other things, that firms adhere to the AICPA quality control standards, submit to a peer review every three years, and provide 40 hours of continuing professional education yearly for each professional staff member.
The industries to which we offer particular experience include Technology, Manufacturing, Non-Profits, Oil and Gas and Marine Services , Gaming and Hospitality, Construction, Wholesale Distribution, Education, Retail, C-Stores, Franchising and Professional Services: Architects, Engineers, Medical Professionals, Attorneys and others.
The Firm is also an independent member of the BDO Alliance USA. BDO USA, LLP a national professional services firm providing assurance, tax, financial advisory, and consulting services to a wide range of publicly traded and privately held companies. Through the Alliance, Wegmann Dazet has access to the resources of BDO USA and other Alliance members to expand services to our clients.