Company Research Report: Wegmann Dazet
Company Overview
Name
Wegmann Dazet
Mission of the Company
Known as the Entrepreneur’s CPA, the company's focus is the growth of their clients’ businesses.
Founding Information
- Founded: 1979 (with roots tracing back to 1938)
- Founder: John X. Wegmann, Jr.
Key People
- No information is available
Headquarters
- Metairie, LA, USA
Number of Employees
- Approximately 80 professionals
Revenue
- No information is available
What the Company is Known For
Wegmann Dazet is known for providing audit, accounting, tax, and business consulting services. The company is a trusted partner of businesses and their owners, focusing on proactive client relationships.
Products
Service Offerings
1. Assurance & Accounting
- Covers audit, review, and compilation services.
2. Tax Strategies and Planning
- Includes strategic tax advice and compliance services.
3. Business Consulting
- Offers advisory services for business growth and improvement.
4. Mergers & Acquisitions
- Provides expertise in M&A transactions, including valuations and due diligence.
5. Valuations
- Valuation services for various purposes including financial reporting and strategic planning.
6. Litigation Support / Forensic Accounting
- Supports legal cases with financial analyses and forensic accounting.
7. Business Succession Planning
- Helps businesses plan for ownership transitions.
8. Retirement Plan Audits
- Specializes in auditing retirement plans for compliance with regulations.
Detailed Product Descriptions and Key Features
- Assurance & Accounting: Audit, review, and compilation services ensuring financial integrity and accuracy.
- Tax Strategies and Planning: Tailored tax strategies to optimize financial positioning and ensure compliance.
- Business Consulting: Guidance on business growth and operational enhancement.
- Mergers & Acquisitions: End-to-end transaction support including valuations, due diligence, and negotiations.
- Valuations: Accurate business valuations for financial reporting, strategic planning, and compliance.
- Litigation Support / Forensic Accounting: Expert analyses and forensic accounting for support in legal matters.
- Business Succession Planning: Comprehensive planning to ensure smooth transition of business ownership.
- Retirement Plan Audits: Ensures retirement plans meet all legal and regulatory requirements.
Recent Developments
New Products Launched
No information is available regarding new product launches.
New Features Added to Existing Products
No information is available regarding new features added to existing products.
New Partnerships
In 2005, Wegmann Dazet became an independent member of the BDO USA Alliance, providing access to national resources and an expanded service offering.
Other Recent Developments
- Hurricane Preparedness Awareness: Emphasis on preparing businesses for potential interruptions due to hurricanes.
- SECURE 2.0 Act Implementation: Ongoing changes to help businesses adjust their retirement plans.
- Tax Strategies: Recent articles and advisories on tax planning, including the importance of choosing the right entity for tax purposes.
- Employee Retention Credits Awareness: Caution advised regarding schemes promoting employee retention credits.
Offices and Contact Information
Metairie Location
- Address: 111 Veterans Memorial Blvd. Suite 1600, Metairie, LA 70005
- Phone: 504-837-8844
- Fax: 504-837-0856
- Email: info@wd.cpa
Northshore Location
- Address: 180 New Camellia Blvd. Suite 200, Covington, LA 70433
- Phone: 985-792-4504
- Fax: 985-792-4512
- Email: info@wd.cpa
Industries Served
- Emerging Technology
- Energy Sector and Services
- Gaming and Hospitality
- Manufacturing / Distribution
- Marine & Land Transportation Services
- Medical / Dental
- Non-Profit / Education
- Petroleum Wholesale / C-Stores
- Professional Services (Architects, Engineers, Attorneys)
- Real Estate / Development / Construction
- Restaurants and Retail
