At Tri-Merit, we’ve never been in it for the awards, but we’ll admit, this one feels pretty special.
We’re proud to share that Tri-Merit has been ranked #11 on Future Firm’s Top 50 Modern Accounting Firms of 2025—a national list recognizing accounting firms that are reshaping the profession through innovation, specialty services, and client-first values.
In a profession often defined by tradition, this list celebrates those breaking the mold. Firms that are leaning into new ways of thinking, investing in people, and building forward-facing practices. And we’re honored to be among them.
So, what sets us apart?
Let’s start with what we don’t do.
We don’t offer traditional tax filing. We’re not your typical CPA firm. And we’re not here to make things more complicated.
Instead, Tri-Merit partners with CPAs, CFOs, and business owners to help them navigate one of the most underutilized areas of the tax code: specialty tax incentives.
These include:
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R&D tax credits – helping businesses recover costs tied to innovation, development, or improving processes
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Cost segregation studies – accelerating depreciation deductions for commercial real estate
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Section 179D and 45L energy credits – rewarding energy-efficient design in commercial and residential construction
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Audit defense and technical consulting – supporting every claim, even under IRS scrutiny
In other words, we help businesses find money they’re legally entitled to—and make sure they don’t leave it on the table.
But it’s not just about technical expertise (though we’ve got plenty of that). Future Firm recognized Tri-Merit for the way we do business. Our firm was spotlighted for bringing a modern approach to client service—one rooted in education, transparency, and shared success.
Whether we’re running a tax credit study or walking a partner through audit prep, we aim to make complex tax topics feel understandable and actionable.
And we don’t stop at client work.
Our co-founder, Randy Crabtree, was highlighted for his leadership in shaping the broader accounting profession. He’s the voice behind The Unique CPA podcast, where he hosts conversations with firm leaders, tech innovators, and changemakers across the industry. And later this year, we’re bringing that energy in person with Bridging the Gap 2025—our annual conference designed to equip modern firm leaders with tools to lead boldly in a changing landscape.
Recognition like this confirms what we already knew: modern accounting isn’t just about compliance. It’s about adding real value, thinking ahead, and creating partnerships that last.
What This Means for Our Clients and Partners
If you’re a business owner, CFO, or firm leader, this award is more than a pat on the back. It’s a sign that you’re working with a team that’s respected across the industry, not just for what we know, but for how we show up.
And if you’ve never worked with us before, now’s a good time to ask:
Are you getting everything you should be from your specialty tax strategy?
Our clients often come to us thinking they’ve already explored credits like R&D or 179D—only to find they’ve been leaving money on the table.
We’re here to change that.
Whether you’re exploring a one-time study or looking for a long-term partner to support your firm’s growth, Tri-Merit is ready to help you maximize what’s available, without the headaches.
Want to learn more about our services or find out if you qualify for tax credits?
Start the conversation here.
