Address
1051 Perimeter Dr, Ste 370,Schaumburg, IL 60173-5884,
UNITED STATES
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 .
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.
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.
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 LinkedIn |
![]() Randy Crabtree Co-Founder, Partner, CPA LinkedIn |
![]() Phil Williams Partner, JD, BSME LinkedIn |
![]() Patrick Kennedy Vice President, Partner LinkedIn |