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Tri-Merit Specialty Tax Professionals

Tri-Merit Specialty Tax Professionals

Firm specializing in calculation, documentation, and substantiation of R&D tax credits and other specialty tax services.

  • Accounting
  • 11-50 employees
  • Schaumburg, Illinois
  • 1.5k
  • 847-637-5677

BE MORE CONFIDENT IN WHO YOU TRUST TO ADVISE YOUR CLIENTS.

Tri-Merit serves as an extension of the CPA’s advisory team to reinforce the CPA’s role as a trusted advisor, while helping taxpayers increase cash flow through specialty tax incentives.

With knowledgeable professionals including engineers, CPAs and attorneys working on their behalf, firms that work with Tri-Merit receive an honest assessment of qualifying activities and peace-of-mind knowing that audit defense is included with every study.

CPA firms that work with Tri-Merit also have happier clients thanks to proactive recommendations, responsive service, and an efficient yet flexible process. Tri-Merit makes it easy to access the information and tools you need to better serve existing clients, penetrate new markets and grow your firm.

R&D tax credit | Cost segregation | 179D | 45L | Employee Retention Credit 

  • R&D Tax Credit Consulting
  • R&D Tax Code CPE / Education
  • Free R&D Tax Analysis
  • On-Site Evaluations & Audit Defense
  • Cost Segregation
  • 179D – Energy Efficient Commercial Buildings Deduction
  • 45L – Energy Efficient Home Credit Claim
  • Employee Retention Credit

4.7

(60)
77%
18%
3%
2%
0%

SH

very good introduction to these credits and the instructor and company are good contacts on complications for documenting the reason businesses qualify for the credits.

TW

This session was very informative and will have an immediate impact upon how my firm handles our own ERTC and the potential ERTCs for our clients.

DP

Randy is a very skillful and qualified subject matter speaker from what I have seen, he seems to be among the best. His information was relevant and easy to understand.

AM

A powerful lessons learned that will help my practice and understanding the details to expertly communicate experiences we can us.

HV

I am continually impressed by the quality of myCPE. This presentation was no exception. Great job!

WR

Great seminar and full of information. And being free, how can you beat that!

MG

An excellent speaker from myCPE on a timely topic that applies to so many businesses. The webinar was informative and the speaker responded to questions in the chat.

DC

This is one of those programs I would like to revisit; after hearing it, applying it to my situation, I would like to listen again for the things I might have missed first time around. Great progam.

AL

good

CN

Great webinar!

PC

Very informative webinar, knowledgeable instructors with a wealth of knowledge

FR

Reinforced knowledge of ERC

FH

awesome

NS

Very good, the instructor really knew what he was talking about and discussed gray areas and how he saw they may play out going forward.

TM

I learned that I need to take more classes on these types of things even though I do not prepare payroll.

TR

great seminar

NH

It was a great webinar on ERC, but I would like to have seen it be presented over a 2-hr webinar, instead of being crunched into one hour. So much material to cover!

MM

Excellent presentation!

JG

It was a good informative hour of ERC talk

LG

Great

MB

Well done. Very informative!

SW

Enjoyed this training overall and was engaged for the entire time. Presenter did a great job. Would recommend to co-workers.

AG

Very informative and effective webinar!

SD

Great update on the ERC!

TM

Great information. Wish there was a more in-depth session on filling out the forms and getting the best documentation together. I learned so much, thank you!

EL

Great attention to details and the information shared was very helpful.

CC

Greate presenter on a somewhat complex subject. I appreciate how clearly it was presented.

JC

excellent presentation

MHG

Great presentation with an effective instructor.

MS

Great learning today. Instructor is well prepared and knowledgeable.

AK

Very interesting and informative

LM

GOOD CLASS, AS USUAL

DF

Was very informative and kept my interest. Helped me to understand the ERC

DK

Heavy presentation, there is a lot more to this subject than initially meets the eye, and the presentation clearly demonstrated this, and provided and example as well.

MH

Great seminar on a very complex subject.

DH

It was great information.

DY

Very informative and provides info I needed regarding ERC.

SM

It was a very informative webinar

WJM

The presenter was great, technical and very knowledgeable!

KT

Excellent presentation.

AR

User friendly, easy to access, good quality from a virtual technology perspective. Great content.

GR

I had a great experience. It was my first time using this process and it worked well

JH

Very informative, detail webinar

AR

Great Program. Outstanding

MM

Great tips for ERC

AR

Great course.

BM

This was a great webinar!

BH

Both presenters were good but the 2nd one talked very fast and not as clearly as the 1st.

NB

would have like to see a case study example from start to acutal 941x

MM

Very good.

NW

Good webinar, knowledgeable presenter.

MG

Good content & presentation.

MR

it was beneficial

PO

Good pre-read materials.

RW

Good webinar

DF

needed more time

KB

Good information, examples could have been explained in more detail.

RH

N/A

AK

The information provided was good, but there was no answering of questions during the session and it seemed like he was rushing through it.

NP

There were 4 speakers present but only 1 talked - why others?

FREE
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The Employee Retention Credit and its Interaction with Other Credits & Incentives

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  • Jun 11, 12:00 PM EST
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