Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals, Interviewed on Podcast About Helping CPAs Benefit from Tax Credits and Incentives

Published on December 10, 2021

Randy Crabtree discusses how 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. They 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.  


Crabtree commented, “When it comes to outsourcing R&D tax credit and cost segregation studies, you want a partner who is flexible and will work with you the way you want to work. You want a partner who has the technical expertise to identify all the opportunities available to your clients. You want a partner who honors their relationship with you and keeps the lines of communication open throughout the process. You want a partner like Tri-Merit.”

Listen to the interview on the Business Innovators Radio Network 


James N. Chakires, CPA, CVA, Managing Partner of Apex CPAs, said, “The level of professionalism and their responsiveness is very impressive.  They have a genuine desire to be of service to their client, and they want to add value.  They stand behind their work and support you. Tri-Merit’s support for R&D tax credits has been significant.  While the results vary, it is always a several times multiple of the cost, and it is really “found money” for them.  We help our clients explore the tax-saving opportunity, but Tri-Merit helps turn it into tangible savings that allows the business owner to invest back into their business.  This is priceless.”



About Randy Crabtree
Randy is a widely followed author, lecturer, and podcast host for the accounting profession. Since 2019, he has hosted the bi-weekly “The Unique CPA” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA Associations, state societies, industry groups and top 400 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy efficient incentives (179D and 45L), and the employee retention credit (ERC).


Learn More: https://tri-merit.com/     






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