Tax Credits You Might Have Missed for Your Clients

The entire planet has been impacted by the pandemic of 2020 and we can’t begin to predict if or when it will ever return to what we knew as “normal.” Most certainly, it has had a profound impact on the economy from income generation to how we conduct business to numerous companies having to fold. In this episode, host Randy Crabtree discusses some of the ways in which accountants can help put money back into their clients’ businesses at this critical time. 

Randy Crabtree brings more than 30 years of public accounting and tax consulting experience to Tri-Merit. Throughout his career, he has worked closely with top company executives on tax planning and preparation engagements. Prior to co-founding Tri-Merit, he was managing partner of a Certified Public Accounting firm in Palatine, Illinois. He speaks regularly at seminars and conferences. He conducts CPE presentations around the country on the R&D tax credit and cost segregation studies and has had numerous articles published on the subjects. Randy also hosts the accounting industry podcast, “The Unique CPA,” which keeps CPAs at the forefront of the changing face of public accounting by having conversations with fascinating leaders, and bringing you their stories, insights and advice.

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About the Guest

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.