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Happy Clients

Happier Clients

Proactive ideas, responsive service, and an efficient process means your clients will be happy.
Gain Trust

Gain Trust

An honest assessment of qualifying activities from knowledgeable professionals, combined with audit support, delivers valuable tax savings and peace of mind.
Grow Your Firm

Grow Your Firm

Easy access to the information and tools you need to better serve existing clients and penetrate new markets.

With Tri-Merit, you will avoid:

Unnecessarily High Fees

Losing Great Clients

Lack of Responsiveness

Dissatisfied Clients

Poor Audit Results

Inefficient Processes

You deserve an R&D Tax Credit & Cost Segregation Partner You Trust.

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90%+ Client Retention Rate

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Professional Engineers, CPAs & Attorneys

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Excellent Audit Track Record

Hear from happy Tri-Merit clients

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They take care of clients like I would, with great service, proactive ideas, and responsiveness.

Jerad Knott, Tax Shareholder, Lutz

The level of professionalism and their responsiveness is very impressive.  They have a genuine desire to be of service to their client and they want to add value.  They stand behind their work and support you.

James N. Chakires, CPA, CVA, Managing Partner, Apex CPAs

What I like best about working with Tri-Merit is their ability to turn around projects in a very timely manner. The quick turnaround helps me better serve my clients.

Dan Schindler, CPA, Tax Senior Manager, Anders CPA

Katie Gannon, CPA and KerberRose Shareholders

Our firm has had the pleasure of working with Tri-Merit for several years. They are professional, have a great reputation, and are a trusted PrimeGlobal partner. Tri-Merit does a great job of keeping us in the loop of communication with the client, ensuring seamless integration. They are easy to work with and we have confidence that they are doing the right thing for all involved. In addition, we value their technical expertise, insight and experience to achieve the best outcome for our clients. We consider Tri-Merit a true partner for KerberRose.
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Anders Cpa
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The Tri-Merit Method

At Tri-Merit we know that you want to be a Trusted Advisor to your clients. To do that, you need to connect your clients to an R&D Tax Credit & Cost Segregation partner you trust. We understand what it’s like for CPAs to feel cautious and uncertain about introducing your clients to a strategic partner, which is why Tri-Merit positions you as the Trusted Advisor to your clients.


Schedule Discovery Call

We learn more about you and your firm’s needs.


Create Game Plan

We establish expectations and success criteria .


We Work Together

You further establish yourself as the Trusted Advisor to your client.

Associations We Work With

Prime Global
Allinial Global
Cpa America
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Upstream Academy
Certified Tax Coach

Your 8-point checklist for finding the right specialty tax partner

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