Tri-Merit is a specialty tax consulting firm that helps businesses and their advisers identify, claim, and document tax incentives. Working with CPAs, engineers, business owners, and firms across industries, its team combines tax and engineering expertise to uncover eligible savings, improve cash flow, and support compliance. Services include research and development tax credit reviews, cost segregation studies, and guidance on federal incentives for energy-efficient buildings and renewable energy.

Tri-Merit also assists with Section 179D deductions, which can apply to qualifying commercial building improvements, and Section 45L credits for eligible energy-efficient homes. Its renewable energy services cover investment and production tax credits, including Sections 48, 48E, and 45X, as well as tax credit transfers and related due diligence. Additional offerings include Employee Retention Credit verification and tax audit defense.

The firm prepares detailed, audit-ready analyses and documentation intended to help clients substantiate claims and reduce risk. Tri-Merit also provides CPA support, educational resources, webinars, case studies, and eligibility reviews, and partners with accounting firms to expand their specialty tax services without adding in-house staff