Accountant or advisor?

Yes we need both.

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

Employee Spotlight

Bryan Whalen, CPA
Senior Manager

Bryan has been in public accounting for over 10 years, and is one of our newest Senior Managers. He has helped clients in almost every industry sector, and his ABV certification has helped the firm and our clients in post-acquisition situations, among other valuation projects. When not performing audits or valuations, Bryan often speaks to college students about public accounting careers and represents the firm at recruiting events.

Bryan Whalen

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.

Secure Act 2.0 and retirement plan

SECURE 2.0 Act – What Businesses Need to Know for Their Retirement Plan

Designed to make it easier for employees to save for retirement, the Secure Act 2.0 was signed on 12/29/22 and changes are still going into effect. Kathy Flattmann, CPA explains what businesses need to know for their retirement plan. It is a good idea for employers to review their plan document and determine what, if any, amendments will be needed.

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.