Tri-Merit perform calculation, documentation, and substantiation of R and D tax credits and other specialty tax services firm.

Consulting

Documentation

Finance

Support Services

Tri-Merit

Tri-Merit's headquarters in Schaumburg, IL, United States

Andy Lane

Michael Warady

Jaramia Becker

Charles Duncan

Barry Devine

Randy Crabtree

David Shereda

Phil Williams

Chris Bird

Collin Wells

Pat Brazee

Marlon Stepp

Kristina Burns

Jessica LaConde

Tom Taschner

Nicholas Pantaleo

Patrick Kennedy

The Accounting and Finance team at Tri-Merit is responsible for managing the financial operations of the firm, including budgeting, financial reporting, and compliance. They support the calculation and documentation processes for R&D tax credits and specialty tax services, ensuring accuracy and adherence to regulations. Additionally, the team collaborates on financial strategies that optimize the firm's resources and enhances service delivery to clients.

Accounting and Finance

The Business Development Team at Tri-Merit focuses on identifying and cultivating new client relationships to expand the firm’s market presence in R&D tax credits and specialty tax services. By leveraging industry knowledge and strategic networking, the team actively promotes Tri-Merit’s offerings, drives sales initiatives, and collaborates with other departments to ensure client needs are met effectively.

Business Development Team

The Leadership Team at Tri-Merit guides the strategic direction and operations of the firm, leveraging their expertise in research and development tax credits and specialty tax services. They foster collaboration among team members, ensure compliance with industry standards, and drive business growth through innovative solutions and strong client relationships.

Leadership Team

Tri-Merit

Org chart

Teams

Accounting and Finance

Business Development Team

Leadership Team

Offices

Tri-Merit

Org chart

Teams

Accounting and Finance

Business Development Team

Leadership Team

Offices

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