Why Tri-Merit?

Tri-Merit has the technical expertise you need and the flexibility you want.

Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.

Tri-Merit supports CPAs, CFOs and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. We work with companies to uncover 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.

Tri-Merit turns a complex process into a refreshingly straightforward experience that requires minimal time and effort from CPAs and their clients.

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We do the work, you take the credit (literally)

Our highly experienced team of engineers, attorneys and CPAs makes your life easier by taking a customizable, flexible and thoughtful approach to produce the best possible outcome for your engineering-based tax credit study.

Our in-depth knowledge of current IRS rules and regulations—combined with an abundance of technical expertise in manufacturing, software development, engineering and tech startups—makes Tri-Merit a smart choice when you need to go beyond typical compliance work.

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Quality work delivered to fit your busy schedule

Tri-Merit engages in the most efficient and effective way possible, requiring minimal time and effort from its clients.

From the moment you contact us to discuss a specialty tax project or team training opportunity, the discovery process begins. Whether you want to gauge eligibility for the R&D tax credit, a cost segregation study or would like additional training on the latest IRS rules and regulations surrounding these incentives, we assess on that first call whether it’s worth your time to take the next step.

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Tax credit studies that stand the test of time

We do most of the work upfront so you know how much you can expect to qualify for before committing to an engagement. If you decide not to move forward, you pay nothing.

Additionally, audit risk for a typical Tri-Merit client claiming the R&D tax credit is extremely low. If an audit should occur, Tri-Merit stands behind its work and by your side the entire way. Read more about Tri-Merit’s commitment to audit defense.

What did you like best about working with Tri-Merit?

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

Jerad Knott, Tax Shareholder, 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, CPA, Tax Senior Manager, Anders CPA

Your 8-point checklist for finding the right specialty tax partner

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