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 partners with small to midsize business owners, CPAs, and CFOs to reduce tax burdens and boost cash flow through specialized tax credits and strategies.
From uncovering data to support R&D tax credits to maximizing tax savings via cost segregation, energy incentives, and more.
Tri-Merit simplifies the process, allowing business owners to claim benefits with minimal effort. Our expert team makes navigating these incentives straightforward, letting business owners focus on growth while we handle the technical tax details.
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.
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, energy incentives, etc. 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.
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?
Be confident in the R&D tax credit partner you choose. Choose Tri-Merit.
Download our 8-point checklist for finding the right specialty tax partner
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