Wegmann Dazet & Company

What Wegmann Dazet & Company does

Wegmann Dazet & Company is a private, partnership-structured CPA firm headquartered in the New Orleans, Louisiana metropolitan area, with roots tracing to 1938 and formal incorporation in 1979. The firm operates through a 10-partner partnership with approximately 80 total personnel across two offices, branding itself as "The Entrepreneur's CPA®"—a registered trademark positioned around serving privately held businesses and their owners rather than individual consumers or large enterprises. Its service architecture is organized into four practice areas: Tax (strategies, credits/incentives, preparation, SALT, international, estates/trusts); Accounting & Assurance (audits, reviews, compilations, AUPs, ERISA audits, internal controls); Consulting (succession planning, M&A, startup advisory, cash flow management, valuations); and Forensics & Valuations (fraud investigation, business interruption claims, litigation support).

The underlying technology stack is conventional professional services tooling—no proprietary platform, no API, no disclosed AI/ML capability, and no third-party integrations are evidenced. Distribution combines direct sales-led in-person client engagement with a client-facing portal and content marketing via LinkedIn, Facebook, the WD News blog, and archived presentations. The firm generates revenue on a fee-for-service basis across 11 industry verticals: Emerging Technology, Energy, Gaming/Hospitality, Manufacturing/Distribution, Marine and Land Transportation, Medical/Dental, Non-Profit/Education, Petroleum Wholesale/C-Stores, Professional Services, Real Estate/Development/Construction, and Restaurants/Retail. It maintains affiliation with the BDO Alliance USA, a national network of CPA firms that extends effective geographic and specialization reach without requiring additional physical offices.

Name

Wegmann Dazet & Company

Legal name

Wegmann Dazet

Website

https://wdco.biz

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

101–250 employees

Short description

Wegmann Dazet & Company is a private partnership CPA firm in the New Orleans area, serving privately held businesses and their owners across 11 industry verticals with tax, audit, consulting, M&A, forensic accounting, and business valuation services, affiliated with the BDO Alliance USA.

Ownership category

akta.pro rank

Headquarters

HQ city

Metairie

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services Revenue: Professional services firm generating revenue through billable professional services including tax preparation and compliance, audit and assurance, business consulting, forensic accounting, and business valuation. Services are provided to privately held businesses and their owners on a fee-for-service basis.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Wegmann Dazet & Company is a CPA firm that provides integrated accounting, tax, assurance, consulting, and forensic/valuation services to privately held businesses and their owners. Service offerings span tax planning and compliance, financial statement audits and reviews, business succession and M&A advisory, business valuations, cash flow management, and fraud/forensic investigations, delivered through industry-focused teams across 11 vertical markets.

Product overview

Wegmann Dazet & Company is a professional CPA firm operating as a single unified service offering rather than a platform architecture. The firm provides integrated accounting, tax, and consulting services through distinct but interconnected practice areas: Tax Services (including tax strategies, credits/incentives, preparation, SALT, international, and estates/trusts); Accounting & Assurance (audits, reviews, compilations, AUPs, retirement plan audits, and internal controls); Consulting (succession planning, M&A, startup consultation, cash flow management, and valuations); and Forensics & Valuations (fraud investigation, business interruption claims, and litigation support). The firm serves multiple industries including Emerging Technology, Energy, Gaming, Manufacturing, Medical, Non-Profit, Real Estate, and Restaurants/Retail. The company is a member of the BDO Alliance USA network.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Strategies & Planning Strategic tax planning services designed to help privately held businesses and their owners minimize tax liabilities and optimize tax positions.
• Tax Credits & Incentives Identification and capture of available federal, state, and local tax credits and incentives for business clients.
• Tax Preparation & Compliance Preparation and filing of tax returns ensuring compliance with federal, state, and local tax regulations.
• State and Local Taxes (SALT) Multi-state tax compliance services including nexus analysis and state tax exposure assessment for businesses operating across jurisdictions.
• International Tax Consulting Cross-border tax planning and compliance services for businesses with international operations or transactions.
• Estates, Gifts, & Trusts Estate, gift, and trust tax planning and compliance services for high-net-worth individuals and business owners.
• Audits, Reviews and Compilations Financial statement audit, review, and compilation engagements providing varying levels of assurance on client financials.
• AUPs (Agreed Upon Procedures) Agreed-upon procedures engagements addressing specific financial or operational elements as requested by clients or third parties.
• Retirement Plan Audits ERISA-compliant audits of employee retirement plans to satisfy regulatory and fiduciary reporting requirements.
• Client Services (Outsourced Accounting) Ongoing outsourced accounting and financial support services provided to business clients.
• Internal Controls Evaluation, design, and implementation of internal control systems to strengthen financial and operational integrity.
• Business Succession Planning Advisory services supporting smooth ownership transitions and continuity for privately held businesses.
• Mergers & Acquisitions M&A advisory services including due diligence and transaction support for buyers and sellers.
• Business Startup Consultation Advisory services for entrepreneurs forming new businesses, covering entity setup and initial financial planning.
• Cash Flow, Budgeting, and Projections Financial planning and analysis services including cash flow management, budgeting, and forecasting.
• Business Valuations Valuation services for businesses, ownership interests, and assets used in transactions, litigation, and estate planning.
• Fraud & Forensic Accounting Investigation and detection of financial fraud using forensic accounting methodologies.
• Business Interruption Claims Forensic accounting and quantification support for business interruption insurance claims.
• Litigation Support Expert witness and financial analysis support for legal proceedings involving complex financial matters.

Segments12 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BDO Alliance USAcoreStrategic or Co-development PartnerWegmann Dazet is a member of the BDO Alliance USA, a national association of CPA firms that provides access to additional resources, expertise, and capabilities for serving clients across broader geographic markets and specialized service areas.

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• BDO USA: Top-10 national CPA and advisory firm that anchors the BDO Alliance USA network of which Wegmann Dazet is a member — represents the upper-tier benchmark and broader incumbent against which alliance firms compete.
• CliftonLarsonAllen (CLA): Top-10 U.S. CPA firm serving privately held businesses with tax, audit, advisory, and wealth services — a scaled incumbent that competes for the same mid-market owner-operator client base.
• RSM US: National mid-market-focused CPA and advisory firm serving privately held and growth-oriented businesses — competes for the same 'entrepreneurial' client segment Wegmann Dazet targets, with broader service capabilities.
• Forvis: Top-tier national CPA firm formed from the merger of BKD and Dixon Hughes Goodman, serving mid-market and privately held businesses — directly competes for the same client profile at greater scale and geographic breadth.

Direct peers

• Carr, Riggs & Ingram: Large regional CPA and advisory firm with strong Gulf Coast presence serving privately held businesses and entrepreneurs — similar go-to-market motion and client profile at a larger scale.
• Hawthorn, Waymouth & Carnal: Baton Rouge-headquartered CPA firm serving Louisiana and Gulf Coast privately held businesses, overlapping with Wegmann Dazet in vertical focus and owner-operator clientele.
• Daigle, Fise & Kavanaugh: Louisiana-based CPA firm offering tax, audit, and advisory services to privately held businesses in the New Orleans/Gulf Coast market — a directly comparable regional competitor.
• LaPorte CPAs & Business Advisors: New Orleans-based CPA firm providing accounting, tax, and business advisory services to privately held companies and entrepreneurs — a directly comparable regional competitor in the same metro.
• Kolder, Slattery, Holland & Co. Louisiana-based CPA and consulting firm serving privately held businesses with tax, audit, and advisory services — comparable in size, regional footprint, and target client base.
• Postlethwaite & Netterville: Louisiana-headquartered CPA and advisory firm of similar mid-market positioning, serving privately held businesses across the Gulf Coast with comparable tax, audit, and consulting services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/wegmann-dazet-company-136440476389855
• LinkedInlinkedin.com/company/wegmann-dazet
• Xx.com/enterprenuercpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wegmann Dazet & Company