Happier Clients
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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.
90%+ Client Retention Rate
Professional Engineers, CPAs & Attorneys
Excellent Audit Track Record
Hear from happy Tri-Merit clients
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
Your 8-point checklist for finding the right specialty tax partner
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