Tri-Merit: Detailed Company Information & Corporate Profile
Summary
Tri-Merit is a professional bookkeeping firm headquartered in Schaumburg, Illinois. Founded in 2007, the company focuses on specialized tax consulting and related financial services for businesses engaged in research and development as well as renewable energy projects.
The firm offers R&D tax credit consulting, R&D tax code continuing education, free R&D tax analysis, on‑site evaluations and audit defense, cost segregation studies, 179D incentives, and renewable energy tax credits. With a team of 100 to 200 employees, Tri‑Merit generates annual revenue between $10 million and $50 million, and serves clients across the United States.
Key leaders include Taylor Strobl (Team Coordinator), Lindsey Lunceford (Energy Services Sales/TCX Coordinator), Matt Dashner (Senior Director – Renewable Energy Tax Credits & Incentives), Ryan Wainwright (Associate Director), Lindsay Schuster (Regional Director, R&D Tax Credits), Jason Peterson (Regional Director), Brooke Fielder (Program Manager, Operations), William Starbird (Director), Dave Shereda (Managing Director Energy Services), Pat Brazee (Director of IT and Process Management), Jill Mazur (Regional Director), Natalie Glitz Grumhaus (General Counsel), Whitney Wood (R&D Director), Charles Duncan (Cost Segregation Managing Director), Collin Wells (Senior Director) and Gisela (Asistente ejecutiva).
| Tri-Merit Website | tri-merit.com |
| Social Links |    |
| Phone Number | 800-624-1076 |
| Industries | |
| Tri-Merit Headquarters Address | 1051 Perimeter Dr, Schaumburg, Illinois, 60173 US |
| Company Size | 100-200 employees |
| Specialities & Services | R&D Tax Credit Consulting, R&D Tax Code CPE / Education, Free R&D Tax Analysis, On-Site Evaluations & Audit Defense, Cost Segregation, 179D, Renewable Energy Tax Credits |
| Founded | 2007 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-10-04 |
Estimated Website Traffic
The chart shows a growth in traffic to the tri-merit.com website. In September, traffic increased to 204, compared to 203 in the previous month. The highest traffic in 2026 was recorded in January, reaching 388 visits.
Workforce Turnover
Length of Employment
Tri-Merit's workforce includes employees across a wide range of tenure levels.
18% have been with the company for 1 to 2 years18% have been with the company for 3 to 4 years9% have been with the company for 5 to 7 years18% have been with the company for 8 to 10 years36% have been with the company for more than 11 years
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Tri-Merit Corporate Information: FAQ
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