A practical shortlist of options to compare with Tri-Merit Specialty Tax, with questions that clarify what each engagement includes.
$7,800 advisory engagement. No required recurring annual planning fee.
Two payments of $3,900, 30 days apart. Tax returns, amendments, cost segregation, and additional services are separately scoped and priced. No annual planning renewal is required by the standard engagement; this does not promise unlimited future planning or free annual filing.
See service pricing | Compare engagement fees with annual retainers | Book a discovery call
Tri-Merit Specialty Tax is described here as specialty tax incentives including cost segregation and R&D credits. It may be a good starting point for CPAs, CFOs, and owners of small-to-midsize businesses seeking engineering-based tax incentives. Before switching or signing, compare planning deliverables, advisor access, implementation, and filing scope. A familiar brand or a lower quote says little about whether the specific work you need is included.
For Airbnb and short-term rental investors, compare how each alternative handles cost segregation alongside material participation documentation and Form 3115 catch-up depreciation. A study alone does not create a usable deduction without these supporting elements.
This guide is published by AE Tax Advisors, one of the options below. It is an editorial shortlist, not an independent market ranking or a guarantee of current service availability.
The order is for navigation, not a score. For study providers, ask for a sample report; for advisory firms, ask for a sample work plan and complete fee schedule.
Tri-Merit Specialty Tax may fit especially well when your priority is CPAs, CFOs, and owners of small-to-midsize businesses seeking engineering-based tax incentives. Keep the current provider on the shortlist if it can show a clear scope, a qualified delivery team, and a fee that makes sense for the outcome. If its offer is specialty tax incentives including cost segregation and R&D credits, do not assume a different type of firm supplies an identical service.
Compare the assigned tax advisor, written planning, filing scope, implementation support, and fees.
For a side-by-side review of this option and AE Tax Advisors, see Tri-Merit Specialty Tax vs AE Tax Advisors. The comparison page remains available alongside this broader alternatives guide.
Public service description: Tri-Merit Specialty Tax official site. AE Tax Advisors scope and current public pricing: pricing page. Reviewed October 3, 2026. Public pages can change; the signed engagement letter and current proposal control.
Bring recent returns, entity list, property basis and dates, and the competing proposals. We can explain how AE Tax Advisors would scope the work and where another provider may be a better fit.
Book a CallThe standard $7,800 advisory engagement has no required recurring annual planning fee. Annual returns and any additional work are separately scoped. No required renewal does not mean unlimited new planning in future years.
No. Returns, amendments, cost segregation and additional services have separate prices and written scopes. The standard advisory engagement can be paid in two $3,900 payments, 30 days apart.
Read the firm overview, services, pricing questions, and comparison with AE Tax Advisors.
Business Owners: Are You Overpaying on Taxes?
Book a Call