Richard has two decades of accounting, tax, and consulting experience. He provides management and financial advisory services for clients, and he helps with strategic tax planning.

Richard’s experience has been concentrated in the following areas:

• Individual and Business tax planning both in the US and abroad
• International Taxation assistance with European and Japanese companies doing business in the US
• Auditing under Accounting Standard Codification 740 of income taxes for small, medium and SEC companies
• Compliance for corporations, partnerships and individuals
• Business entity selection planning for closely held businesses
• Representation of individuals, corporations, and partnerships through Internal Revenue Service audits and appeals
• Industry experience in oil & gas drilling and support industries, energy and utilities sector, marine vessel construction & charter, hospitality, and engineering service companies
• Ongoing management and financial advisory services for clients and providing solutions to business problems
• Develop and teach in-house and client training programs

Valerie is a Partner at Wegmann Dazet, where her career in public accounting has spanned a variety of industries, including non-profits, charter schools, offshore oil & gas service companies, retail and wholesale businesses, construction firms (general and subcontractors), and equipment rental companies. 

Valerie’s 20 years of experience in audit and accounting, includes:

• Internal control audits, analysis, and process development
• Pension, ERISA, and 401(k) audits
• Designing and organizing clients’ internal accounting departments