R&D Tax Credit & Cost Segregation Experts
Download Our 8-Point Checklist for Finding the Right R&D Tax Credit Partner

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

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
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.

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
We’re committed to your privacy. Tri-Merit Specialty Tax Professionals uses the information you provide to us to contact you about our relevant content, products and services. You may unsubscribe from these communications at any time.