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

Dave Shereda

Natalie Glitz Grumhaus

Charles Duncan

Michael Warady

Yessica F.

Jessica LaConde

Kristina Burns

Marlon Stepp

Pat Brazee

Collin Wells

David Shereda

Tom Taschner

Barry Devine

Nicholas Pantaleo

Jaramia Becker

Chris Bird

Phil Williams

Randy Crabtree

This department provides strategic guidance and oversight for the organization.

Leadership Council

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

This department focuses on providing solutions and incentives related to energy efficiency and renewable energy initiatives.

Energy Services

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

This department focuses on innovating and enhancing products through research and development initiatives.

Research and Development

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.

Tri-Merit

Org chart

Teams

Leadership Council

Accounting and Finance

Energy Services

Leadership Team

Research and Development

Business Development Team

Offices

Tri-Merit

Org chart

Teams

Leadership Council

Accounting and Finance

Energy Services

Leadership Team

Research and Development

Business Development Team

Offices

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