Accountant or advisor?

Yes we need both.

Known as the Entrepreneur’s CPA, our focus is the growth of our clients’ businesses.

Employee Spotlight

Valerie Lowry, CPA
Partner

A Partner since 2018, Valerie has two decades of experience in public accounting. She helps clients with retirement plan audits, uniform guidance audits, and agreed-upon procedures, as well as internal control auditing, analysis, and development. Additionally, she serves on the boards of two regional nonprofits.

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Valerie Lowry, CPA

service spotlight

State & Local Taxes (SALT)

As a business owner you know about federal tax obligations, but what about multi-state tax compliance? Each state has its own set of laws and issues, and tax variations apply to income tax and sales tax.

If your business has interactions or transactions with another state, such as sales, services, employees, or inventory, you may have “nexus” and be subject to additional tax exposure.

Wegmann Dazet is proud of over 40 years serving the business consulting and accounting needs of privately held businesses and their owners.

Did you know?

burj-al-arab

History goes back to 1938

80 personnel

Nine partners

Formed in 1979

2 offices

Have We Got News For You.

Consider a Business Valuation with the Potential Sunset of the TCJA in 2025

Given the scheduled reduction in the estate & gift tax exemption at the end of 2025, business owners should act proactively. With the potential sunset of the TCJA, business owners should reassess their estate planning strategies, and a business valuation can help

Careers

Join Us! You will be able to increase your knowledge, skills, and strengths to reach your full potential and make key contributions to our company’s success. We welcome interns, recent grads, and experienced professionals.