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What To Do If You Get Audited

What To Do If You Get Audited

What To Do If You Get Audited Tax season is a fraught time for taxpayers, who are understandably eager to get their refunds as quickly as possible. But some individuals and businesses may also find themselves facing audits, and knowing what steps to take in that event...

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R&D Tax Credit 4 Part Test: No Surprise Quiz Here

R&D Tax Credit 4 Part Test: No Surprise Quiz Here

Written by Alex BrayAs one of the most taxpayer beneficial credits available at the federal and state levels, the Research and Development (R&D) Credit encourages domestic innovation by rewarding taxpayers for their investment in "qualified business activities."...

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7 Small Business Tax Audit Triggers Owners Overlook

7 Small Business Tax Audit Triggers Owners Overlook

Few words strike fear into the heart of small business owners like “audit.”  Although the chances of an IRS audit of your small business’s taxes remain relatively low, that might be changing. In 2020, following a relatively quiet decade for small business audits, the...

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R&D And Erc In Startups

R&D and ERC in Startups

  Startups and new small businesses often face high uncertainty.    While this uncertainty often induces a lot of anxiety, particularly at the early stages, investors must take advantage of every available opportunity to survive (and thrive).    What's...

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Build Back Better Overview (What We Know Now)

Build Back Better Overview (What We Know Now)

For the Biden administration and the Democratic party, the Build Back Better plan has become something of a moving target. Despite the apparent need for most of the essential elements of the program, passing it has become an uphill battle and then some for a variety...

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Inevitable Delays Happening With The Irs

Inevitable Delays Happening with the IRS

As we enter the tax filing season, business owners across the country are busy harmonizing their papers to make their tax filing process as seamless as possible. But for thousands of these business owners, this might mark yet another frustrating season as the IRS...

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Top Industries For R&D Tax Credits

Top Industries for R&D Tax Credits

Maximizing the efficiency of your client's tax-paying dollar is the most important job of every accounting firm. Making the most out of every available tax credit is a proven game plan to reach the goal of not paying more than you owe. The problem? Your client may...

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Should You Be Watching Your Competitors? Absolutely

Should You Be Watching Your Competitors? Absolutely

Some say that comparison is the thief of joy. But in business, that might not be entirely fair. While maintaining your vision of where the firm is going is critical, it's also important to keep an eye on the competition. In the tax community, people often wonder what...

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R&D Tax Credit Benchmarking Survey & Study

R&D Tax Credit Benchmarking Survey & Study

R&D Tax Credit Benchmarking Survey & Study Research and Development Tax Credits represent a considerable opportunity for CPAs and their clients alike.  How do we know? Well, we asked!  Throughout the summer of 2021, Tri-Merit engaged in a comprehensive...

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Ready To Offer Irs Audit Defense For Clients?

Ready to Offer IRS Audit Defense for Clients?

Ready to Offer IRS Audit Defense for Clients? The word “audit” around tax time is scary for businesses, the self-employed, W-2 filers, and even accounting firms. That said, the consensus is that audits trigger about .4-.5 percent of the time (based on nearly 200...

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Claiming The 45L Tax Credit For Eligible Contractors

Claiming the 45L Tax Credit for Eligible Contractors

By David Shereda, Director, Tri-Merit Since 2006, the U.S. tax code has allowed contractors building energy-efficient residences to claim the 45L tax credit. The process is a bit time-consuming for accountants and CPAs, and there are multiple steps to claim the $2,000...

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