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Organization Overview

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. We work with companies to uncover the engineering, manufacturing and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.

Tri-Merit turns a complex process into a refreshingly straightforward experience that requires minimal time and effort from CPAs and their clients.
Rob Kling
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Rob Kling Regional Director
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Collin Wells Senior Director
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Jason Jones General Counsel
 GMA Logo Associate 1-100

Areas of Expertise
Accounting, Auditing, and Bookkeeping Services