Jon Segraves

Specialty Services Lines
- - - Tax Credit Transfer (TCX)
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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

Jon started at Tri-Merit in 2017, located in Houston, TX and represented Tri-Merit’s clients before the IRS and state tax authorities, as well as performed other functions. Before joining Tri-Merit, he conducted R&D tax credit studies with another firm, and prior to that, he worked with clients as a state income/franchise tax consultant. Jon is an Enrolled Agent, and has a B.A. in Business Administration as well as a J.D. with a concentration in Tax Law. In his free time enjoy spending time with family and reading.

Lutz

Apex CPAs

Anders CPAs + Advisors

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