Tri-Merit Specialty Tax Professionals

The Technical Expertise You Need.
The Flexibility You Want.

Tri-Merit Specialty Tax Professionals

The Technical Expertise You Need.
The Flexibility You Want.

R&D Tax Credits

All tax credit studies are not created equal. Technical expertise combined with a flexible process and excellent communication makes Tri-Merit a preferred choice among CPAs and their clients.

Training and CPE

Complimentary training and CPE is one of the many benefits of having Tri-Merit by your side.

Cost Segregation

Whether you’re dealing with a new construction project, a past renovation or future acquisition, it’s not too late to take advantage of accelerated depreciation with a quality cost segregation study.

Tri-Merit is your partner in reducing the tax burden of your clients.

We enable you to take full advantage of research and development tax credits, cost segregation deductions, and other federal and state taxation strategies. With an unwavering loyalty, we serve as an extension of your team; we’re committed to maximizing your tax savings, while requiring minimal time and effort from you.Tri-Merit makes it incredibly easy to support your cost seg and R&D tax credit claims. We take a customizable, flexible, and thoughtful approach to producing the best possible outcome. With our in-depth knowledge of current IRS rules and regulations, we can gather the information and documents needed to calculate tax credit claims and studies that hold up to even the most stringent IRS audit.

The Industries We Serve

Tri-Merit serves a wide array of industries. Our clientele includes, but isn’t limited to:


Our team boasts extensive experience in working with manufacturers, from family-owned businesses to large corporations. common beneficiaries of R&D tax credits because they heavily invest in research and development.


Tri-Merit serves businesses that are involved in software-related services, such as software as a service (SaaS), mobile app development, cloud storage, and hosting. These businesses benefit immensely from R&D tax credits because they conduct several qualified research activities.


The nature of engineering firms require heavy investment in research and development, so they are major beneficiaries of R&D tax credits.In fact, engineering firms may not realize that the design and development initiatives may qualify as R&D activities. Tri-Merit will help them identify the opportunities you can take advantage of..

CPA Firms

Tri-Merit serves financial institutions like CPA firms, banks, insurance companies, hedge fund companies, and more. These often develop their own software for their operations.

Benefits of Using Tri-Merit

Tri-Merit’s process for evaluating eligibility is efficient, effective and requires minimal time from the client. We take a systematic approach to collecting data that can support your study. We have an in-depth knowledge of the current IRS rules and regulations, so you have the peace of mind that your study holds up against stringent IRS audits.

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Tri-Merit makes it easy for businesses to lessen their tax burden and increase cash flow with engineering-based tax incentives such as R&D Tax Credits and Cost Segregation.

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You can rely on Tri-Merit to have a detailed understanding of the latest IRS rules and regulations as well as the technical expertise to understand your business.
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You will know how much you qualify for before signing a contract and only pay a fee if you decide to move forward. Audit defense is also included with every Tri-Merit study.

Expert Insights

Latest Updates


Case Studies

What do you like best about working with Tri-Merit?

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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

Associations We Work With

Prime Global
Allinial Global
CPA America
Moore Stephans
Upstream Academy
Leading Edge Alliance

Latest Updates

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