
51 - 200 employees
Founded 2007
πΌ Consulting
π€ B2B
Consulting β’ B2B
Tri-Merit is a specialty tax consulting firm that helps businesses and accounting firms uncover and document federal tax incentives and credits. Their CPA- and engineer-led team delivers cost segregation studies, R&D tax credit analyses, renewable energy tax credit consulting (Sections 48, 48E, 45X), Section 179D energy-efficiency deductions, 45L credits, ERC verification, tax credit transfer due diligence, and tax audit defense. Tri-Merit focuses on producing audit-ready documentation and partners with CPAs, business owners, and engineering firms to increase cash flow, ensure compliance, and expand client services.
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Director of Business Development at Tri-Merit, focusing on the energy services market and leveraging industry relationships. Responsible for developing business opportunities and collaborative project execution.
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Cost Segregation Senior Associate managing cost segregation studies within a fully remote team. Leading project management and delivering tax savings to clients with precision and accuracy.