Jason Peterson

Specialty Services Lines
- - - Tax Credit Transfer (TCX)
Expert Insights
About
- - - I am proud to be part of Tri-Merit! I’ve worked in both public and private accounting and the work life balance does not compare. Lots of talented people and the ability to present ideas makes Tri-Merit a great place to work.
      
      Brett Barton, Director
      
      They take care of clients like I would, with great service, proactive ideas, and responsiveness.
      
      Jerad Knott, Tax Shareholder | CPA
      
      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, Senior Manager + Tax Services
      
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Contact
Bridging the Gap

Jason Peterson started with Tri-Merit as a Regional Director in October of 2025. He specializes in business development and partnering with CPAs to assist clients in specialty tax services. He earned his BS in Business Administration, with a focus in Accountancy, from the University of North Carolina Wilmington. With over 15 years of experience in finance, real estate, and building commercial real estate and engineering teams for Fortune 500 companies such as CBRE and Jacobs, Jason brings a wealth of expertise to his role.

During down time you will find Jason on his mountain bike with his son, playing golf, or enjoying a sporting event.

Lutz

Apex CPAs

Anders CPAs + Advisors

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