Testimonials

  1. Anders CPAs

    Dan Schindler, Senior Manager + Tax Services

    Anders CPAs + Advisors

    What do you like most about working with Tri-Merit?:

    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.

    Can you quantify (ballpark) the savings that your client(s) have seen as a result of working with Tri-Merit on R&D tax credits. 

    As a result of working with Tri-Merit, my client has received $133,725 of R&D tax credits over the past three years.  These are valuable tax savings for a business their size that they can put back into their business.

    In your time working with Tri-Merit, can you think of anything they have done that makes them stand out from other specialty tax consultants?

    The Tri-Merit team does a great job of relating to and understanding clients and their advisors.  They have a forward-thinking advisory mindset and high level of knowledge in various industries.

  2. Apex Accountants Logo

    James N. Chakires, CPA, CVA, Managing Partner

    Apex CPAs

    What do you like most about working with Tri-Merit?:

    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.

    What kind of feedback, if any, have you received from your clients who work with them?: 

    The benefits outweigh the costs every time.

    Can you quantify (ballpark) the savings that your client(s) have seen as a result of working with Tri-Merit on R&D tax credits. 

    It has been significant.  While the results vary, it is always a several times multiple of the cost and it is really “found money” for them.  We help our clients explore the tax-saving opportunity, but Tri-Merit helps turn it into a tangible savings that allows the business owner to invest back into their business.  This is priceless.

    In your time working with Tri-Merit, can you think of anything they have done that makes them stand out from other specialty tax consultants?

    They care. They are responsive. They add value. They help us look good.  They treat us like friends. They turn our idea for a client into tangible tax-saving dollars for them. They are professional and the only specialty tax firm we would ever partner with…period.  Class act.

  3. Jerad Knott, Tax Shareholder | CPA

    Lutz

    What do you like most about working with Tri-Merit?:

    They take care of clients like I would, with great service, proactive ideas, and responsiveness.

    What kind of feedback, if any, have you received from your clients who work with them?: 

    Our clients appreciate the honest answers they get from working with Tri-Merit.  They explain highly technical information in a way that clients can understand.     

    Can you quantify (ballpark) the savings that your client(s) have seen as a result of working with Tri-Merit on R&D tax credits. 

    In excess of $1,000,000 per year.

    In your time working with Tri-Merit, can you think of anything they have done that makes them stand out from other specialty tax consultants?

    The audit support we have received from Tri-Merit helps us put clients minds at ease when they are apprehensive of claiming credits they are owed.  Tri-Merit’s approach to credit studies is realistic.  I wouldn’t categorize them as conservative or aggressive.  I would say they do it right and they claim the credits our clients have earned.