Tri-Merit, LLC

Tax Specialty Services

Address

1051 Perimeter Dr, Ste 370,
Schaumburg, IL 60173-5884,
UNITED STATES

Tri-Merit Specialty Tax Professionals turn a complex process into a refreshingly straightforward cash-generating experience for your clients.

Tri-Merit does the work, you and your clients’ take the credit (literally).

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

Tri-Merit Specialty Tax Professionals are a preferred choice for many CPAmerica members who are looking for ways to help U.S.-based taxpayers generate cash for their business while reinforcing the CPA’s role as their most trusted advisor.

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.

When you work with Tri-Merit, you have a team that works on your behalf to uncover the engineering, manufacturing, and product development data needed to support claiming Federal and State engineering-based tax incentives such as the R&D tax credit ,  cost segregation the energy efficient commercial buildings deduction (179D ) and the energy efficient home credit claim .

Reinforce your role as trusted advisor.

Firm partners and staff receive free CPE training and continuing support so they can be the ones to bring new ideas to your clients first.

Bring in the technical experts.

Having Tri-Merit’s engineers, CPAs and attorneys on your team means you and your clients get a solid work product, and don’t have to worry about the risk of audit.

We put your clients first.

Our R&D and cost segregation studies are efficient, thorough and cost-effective, giving you peace of mind that your clients’ best interest is the top priority.

Make the switch to Tri-Merit. Your clients will thank you.

When it comes to outsourcing, you want a partner who is flexible and will work with you the way you want to work.

You want a partner who has the technical expertise to identify all the opportunities available to your clients.

You want a partner who honors their relationship with you and keeps the lines of communication open throughout the process.

You want a partner like Tri-Merit.

                                                                            

 

Andy Lane

Co-Founder & Managing Partner, MBA, BSME

andy.lane@tri-merit.com  

LinkedIn
 

Randy Crabtree

Co-Founder, Partner, CPA

Randy.Crabtree@tri-merit.com

LinkedIn




 

Phil Williams

Partner, JD, BSME

phil.williams@tri-merit.com

LinkedIn
 

Patrick Kennedy

Vice President, Partner

Patrick.Kennedy@tri-merit.com

LinkedIn
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