Tri-Merit Employee Directory

AccountingIllinois, United States51-200 Employees

Tri-Merit is an accounting firm based in Schaumburg, Illinois, that specializes in specialty tax services. It partners with small- to mid-sized business owners, CPAs, and CFOs to reduce tax burdens and improve cash flow through targeted tax credits and strategies. Its work includes identifying data for programs such as research and development tax credits and applying incentives like cost segregation and energy-related credits, while streamlining the process so clients can focus on growth.

Positioned as a national provider within the accounting industry, Tri-Merit emphasizes its role in delivering specialized tax services. In 2023, it formed a partnership with Canopy Tax, Inc. to help accountants better understand and assist clients with Employee Retention Credit matters. The firm has been recognized on the INC. 5000 America's Fastest Growing Private Companies list for 2022 and 2023, reflecting its presence in the market.

Find Tri-Merit employees' phone numbers or email addresses

Tri-Merit Global Highlights

Location
Employees

North America
64

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  • United States Of America
    63
  • Mexico
    1

Europe
1

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  • Netherlands
    1

Tri-Merit's Leadership

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    A. L.
    Co-Founder And Managing Partner
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    P. W.
    Partner
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    J. B.
    Partner - Managing Director
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    C. B.
    Partner
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    J. M.
    Regional Director
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    L. S. S.
    Regional Director, R&d Tax Credits
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    T. G.
    Senior Director Of Strategic Partnerships
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  • Stylized image of a person
    E. M.
    Senior Director
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Tri-Merit Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business Development
  • Community & Social Services
  • Human Resources
  • Administrative
  • Other
  • Arts & Design
  • Consultant

Contact profiles from Tri-Merit

Name
Title
Contact Info
Location
Last Update
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    P. W.
    Partner
    Phone icon
    Jun 16, 2026
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    A. L.
    Co-Founder And Managing Partner
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    United StatesMichigan
    Jun 16, 2026
  • Stylized image of a person
    J. B.
    Partner - Managing Director
    Phone icon
    United States
    Jun 16, 2026
  • Stylized image of a person
    C. B.
    Partner
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    Jun 16, 2026
  • Stylized image of a person
    J. M.
    Regional Director
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    United StatesMississippi
    Jun 16, 2026
  • Stylized image of a person
    L. S. S.
    Regional Director, R&d Tax Credits
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    United StatesMinnesota
    Jun 16, 2026
  • Stylized image of a person
    T. G.
    Senior Director Of Strategic Partnerships
    Phone icon
    United States
    Jun 16, 2026
  • Stylized image of a person
    E. M.
    Senior Director
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    United StatesNew Mexico
    Jun 16, 2026
  • Stylized image of a person
    C. D.
    Cost Segregation Managing Director
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    United StatesGeorgia
    Jun 16, 2026
  • Stylized image of a person
    E. P.
    Director Of Energy Services
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    United States
    Jun 16, 2026

Frequently Asked Questions

What is Tri-Merit known for?

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Tri-Merit was founded in 2007 operates in the Accounting industry. The company's main headquarters is located in 1051 Perimeter Drive Suite 370 Schaumburg, Illinois 60173 United States; you can contact the main corporate office by phone at . Explore Tri-Merit's company overview page for more information.

What is Tri-Merit's most common email format?

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Tri-Merit employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tri-Merit email formats with LeadIQ.

How many employees does Tri-Merit have currently?

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Tri-Merit has approximately 55 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Tri-Merit's key employees and leadership?

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As of June 2026, Tri-Merit's key employees include:

  • Co-Founder And Managing Partner: A. L.
  • Partner: P. W.
  • Partner - Managing Director: J. B.
  • Partner: C. B.
  • Regional Director: J. M.

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