To our friends, families, clients, and supporters,

Recognition of this type is simply a testament to the exceptional work done by the entire Tri-Merit team over the years. Their knowledge, expertise, and commitment to providing exceptional service to our clients have allowed us to grow and established the foundation for a promising future.

From top to bottom, we are thrilled to be listed on the Inc. 5000 list. While we have appreciated thoughtful and measured growth since our inception, as our reputation for providing exceptional specialty tax services has spread, we have seen a robust acceleration in the demand for our services. As we continue to expand, our leadership team remains focused on upholding the commitment to excellence that has helped us achieve this recognition.

Since our inception, Tri-Merit has stood for not only the finest accounting and consulting work but for the highest level of ethical standards. Our clients know that the work we do is consistent with all state and federal laws and that they can file their clients’ tax returns with confidence.

Businesses today face an ever-increasing set of challenges to compete, be profitable, and expand. The expertise we provide through specialty tax assessments, guidance, and reports, allows growth-oriented companies to reinvest in their infrastructure, R&D, facilities, and staff, often giving them a significant advantage over competitors.

As a privately held company, we are responsible for our business outcomes and take very seriously our commitment to excellence. Being named to the Inc. 5000 list is a testament to the work done by our entire staff but it also serves as motivation to hold fast to the standards we have set.

Many of the great corporations in this country have been on the Inc. 5000 list at some point, many on multiple occasions. Being listed with many of those names is validation of the path we established to be among the industry leaders in the specialty tax space. We appreciate the accomplishment but look forward to continuing to expand our reach for the benefit of many other innovators and entrepreneurs across multiple industries.

It is an honor for Tri-Merit to have a place on the Inc. 5000 list. Our growth is the direct result of the methodology we have established for providing our clients with meaningful results through our R&D tax credit studies, as well as our focused efforts in evaluations on cost segregation, 45L and 179D energy-efficiency incentives, the employee retention tax credit, and the renewable energy tax credit. As long as we continue to provide measurable results for them, we will continue to grow as a company.

The CPA firms that we serve know that with our easy access to information and innovative tools, they can better serve their clients while penetrating new markets. Our success is only achieved through the success of many other companies across the U.S.

In simple terms, our proactive ideas, responsive service, and an efficient process has allowed the accounting firms we serve to help their clients grow. Our growth is an extension of their success.

The firms we serve know that they can be confident in advising their clients on specialty tax credits and incentives that generate bottom-line results. It is fitting that we are now experiencing the type of growth that we have fueled for so many other privately-held companies.

While what we do can be very complex, our work with companies uncovers the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation. We turn a complex process into a refreshingly straightforward experience that requires minimal time and effort from CPAs and their clients, allowing them to focus on their own growth strategies.

Business moves rapidly, particularly in today’s difficult economy. By providing quick results that add real value, accounting firms across the country rely on us to give their clients a decided advantage in making real-time business decisions.

Thank you.

Andrew Lane and Randy Crabtree, Founders of Tri-Merit