R&D Tax Credit & Cost Segregation Experts
Proactive ideas, responsive service, and an efficient process means your clients will be happy.
An honest assessment of qualifying activities from knowledgeable professionals, combined with audit support, delivers valuable tax savings and peace of mind.
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
Poor Audit Results
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
They take care of clients like I would, with great service, proactive ideas, and responsiveness.
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.
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.
Katie Gannon, CPA and KerberRose Shareholders
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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