Wegmann Dazet

What Wegmann Dazet does

Wegmann Dazet, A Professional Corporation is a privately held CPA firm headquartered in Metairie, Louisiana, with a second office in Covington, Louisiana. The firm traces its history to an accounting practice established in 1938 and was formally incorporated in 1979, operating for over 40 years as "The Entrepreneur's CPA" serving privately held businesses and their owners across the Gulf Coast region. It maintains BDO Alliance USA membership for national-level resources while operating as an independent local firm.

The firm delivers a full professional services offering across four revenue streams: Tax Services (planning, compliance, SALT, international tax, credits and incentives, estates/gifts/trusts); Accounting & Assurance (audits, reviews, compilations, ERISA audits, agreed-upon procedures, internal controls); Business Consulting (succession planning, M&A advisory, business valuations, startup consultation, cash flow and budgeting); and Forensics & Valuations (fraud investigations, litigation support, business interruption claims). It serves 11 vertical industries including Energy, Gaming and Hospitality, Marine and Transportation, Medical/Dental, Non-Profit/Education, Real Estate/Construction, and Restaurants and Retail. Technology infrastructure is built on industry-standard third-party tools — ShareFile for secure document exchange, SafeSend Returns for electronic tax return delivery and e-signatures, and Aiwyn for client payments and Auto-Pay — with no disclosed proprietary technology or AI capabilities.

The business model is professional services fees structured engagement-by-engagement based on scope and complexity; pricing is not publicly disclosed. The firm operates with approximately 80 personnel across two offices, including 10 partners, generating revenue through relationship-driven direct client engagements supported by content marketing (WD News / Knowledge Center) and organic social channels (LinkedIn, Facebook). Customer concentration is across many middle-market and privately held businesses across multiple Louisiana verticals. Leadership structure is partner-led; the firm recently experienced the November 15, 2025 passing of co-founding partner Ralph Dazet, with internal continuity demonstrated by the promotion of Richard Tullier, Jr. to Partner. No external private equity, venture capital, or institutional investment is indicated.

Name

Wegmann Dazet

Legal name

Wegmann Dazet, A Professional Corporation

Website

https://wd.cpa

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

51–100 employees

Short description

Wegmann Dazet is a Louisiana-based CPA firm headquartered in Metairie providing tax, audit, business consulting, valuation, and forensic accounting services to privately held businesses across 11 industry verticals. The partner-led firm operates from two offices and is affiliated with BDO Alliance USA.

Ownership category

akta.pro rank

Headquarters

HQ city

Metairie

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Tax return preparation and compliance, tax planning and strategies, tax credits and incentives consulting, state and local tax compliance, international tax consulting, and estate/gift/trust tax services.
2. Accounting & Assurance: Financial audits, reviews, and compilations; agreed-upon procedure engagements; ERISA retirement plan audits; internal controls assessment; client accounting services.
3. Business Consulting: Business succession planning, mergers and acquisitions advisory, business startup consultation, cash flow analysis and budgeting, business valuations.
4. Forensics & Valuations: Fraud and forensic accounting investigations, business interruption claims analysis, litigation support services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Wegmann Dazet is a CPA firm providing accounting, tax, audit, business consulting, valuation, and forensic accounting services to privately held businesses and their owners. The firm delivers tax strategies and compliance, financial statement audits and assurance, business succession planning, mergers and acquisitions advisory, business valuations, fraud investigations, and litigation support. It serves clients across 11 industry verticals from offices in Metairie and Covington, Louisiana, supported by secure client portals for document exchange and electronic tax return delivery.

Product overview

Wegmann Dazet is a CPA firm operating as 'The Entrepreneur's CPA' offering a comprehensive suite of accounting, tax, and consulting services. The firm provides tax services (strategies & planning, preparation & compliance, credits & incentives, SALT, international tax, estates & trusts), assurance & accounting (audits, reviews, compilations, ERISA audits, internal controls), and business consulting (succession planning, M&A, valuations, forensics, litigation support). Client-facing digital tools include SafeSend Returns for electronic tax return delivery and an Aiwyn-powered online payment portal. The firm serves diverse industries including technology, energy, gaming, healthcare, non-profit, and real estate across Louisiana with two offices in Metairie and Covington.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Strategies & Planning
• Tax Preparation & Compliance
• Tax Credits & Incentives
• State and Local Taxes (SALT)
• International Tax Consulting
• Estates, Gifts, & Trusts
• Audits, Reviews and Compilations
• Retirement Plan Audits (ERISA)
• Agreed-Upon Procedures (AUPs)
• Internal Controls
• Business Succession Planning
• Mergers & Acquisitions
• Business Valuations
• Business Startup Consultation
• Cash Flow, Budgeting, and Projections
• Fraud & Forensic Accounting
• Litigation Support
• Business Interruption Claims
• SafeSend Returns
• Online Payment Portal (Aiwyn)

Segments11 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• BDO Alliance USAcoreStrategic or Co-development PartnerMember firm of BDO Alliance USA, a national association of independently owned professional services firms. Provides access to additional resources, expertise, and support while maintaining independence as a local firm.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Top-5 U.S. accounting firm and parent organization of BDO Alliance USA, of which Wegmann Dazet is a member. Provides the national-scale capabilities and specialist resources Wegmann Dazet can access for larger engagements and multi-state work.
• EisnerAmper: National accounting and advisory firm with strong tax, audit, and business consulting capabilities serving privately-held businesses and high-net-worth individuals. Comparable service mix with mid-market and entrepreneur client base.
• Crowe LLP: Top-10 U.S. public accounting firm offering audit, tax, advisory, and consulting services to mid-market and large clients. Comparable in serving privately-held businesses with full-service tax and advisory capabilities.
• Plante Moran: Large U.S. accounting, tax, and advisory firm serving middle-market privately held businesses across multiple industries. Comparable service portfolio and mid-market entrepreneur positioning with strong vertical expertise.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm serving mid-market privately-held businesses with tax, audit, and consulting services across multiple verticals. Comparable in mid-market entrepreneur focus and regional multi-office delivery model.
• Withum: Top-30 U.S. accounting and advisory firm providing tax, audit, and consulting services to privately-held businesses and high-net-worth individuals. Comparable in entrepreneur-focused positioning and full-service advisory offerings.

Regional players

• Horne LLP: Regional accounting and advisory firm serving the Southeast with deep industry specialization including construction, healthcare, and energy. Comparable in vertical industry focus and privately-held business client base.
• Carr, Riggs & Ingram (CRI): Top-20 U.S. accounting firm with strong presence across the Southeast including Louisiana, offering tax, audit, advisory, and wealth management services. Comparable in mid-market privately-held business focus and multi-vertical industry expertise.
• Postlethwaite & Netterville (P&N): Large Louisiana-based regional CPA and advisory firm with comparable service mix including tax, audit, and business consulting. Operates in the same Gulf Coast market with similar privately-held business client base, making it Wegmann Dazet's most direct regional competitor.

Direct peers

• LaPorte CPA & Business Advisors: Regional CPA and business advisory firm headquartered in Louisiana serving privately-held businesses across the Gulf Coast with tax, audit, and advisory services. Closely comparable in size, service breadth, vertical specialization, and entrepreneurial client focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/wegmanndazet
• LinkedInlinkedin.com/company/wegmann-dazet-co-a-professional-corporation

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