Tri-Merit and iLumen™ announce the availability of research & development tax credit analytics in the WebCPA Client Connection platform
Free assessment reports and analytics help CPAs quickly understand the financial impact of tax credits on clients’ cash flow and balance sheets.
ATLANTA & ARLINGTON HEIGHTS - September 23, 2011 - In a joint announcement today, iLumen and Tri-Merit announced the inclusion of new reports and analytics in Accounting Today’s new online client/CPA analytical platform: "WebCPA Client Connection- powered by iLumen."
"Tri-Merit is an industry leader in advising CPAs and businesses across the country in the calculation, documentation, and substantiation of the Research and Development tax credit and the related tax incentives for companies of all sizes and across all industries," said Michael Canzian, President and CEO of iLumen. "Through our partnership with Tri-Merit, CPAs using the WebCPA Client Connection platform can gain valuable reports, analytics and insight as to the potential financial impact of the R&D credit on their business clients."
"We are pleased to be involved with the WebCPA Client Connection initiative," said Randy Crabtree, CEO and Founder of Tri-Merit. "We believe the CPA is truly the trusted advisor for the small and mid-market business. WebCPA Client Connection is an ideal venue to help give the CPA a better understanding of the potential impact of these tax incentives. The platform’s ability to allow a CPA or accounting professional to easily and affordably monitor and analyze the key trends and financial performance of all clients in real-time, makes it easy to automatically power an R&D Tax Credit assessment report, essentially using the client’s own data to demonstrate the value of the credit."
The addition of Tri-Merit powered R&D tax credit analytics is a natural complement to the WebCPA Client Connection platform and is consistent with the goal to provide a powerful tool that increases the role of the CPA as a trusted business advisor while giving them key insights to share with their small business clients in order to prevail in this challenging economic climate.
About WebCPA Client Connection
WebCPA Client Connection enables CPAs and accounting professionals to power and extend the trusted advisor relationship by monitoring the financial movement of their business clients through an automated client analytics and business intelligence portal.
About Tri-Merit
Tri-Merit LLC was established to provide specialized best-in-class tax services to small and mid-sized businesses. Our teams work closely with CPA firms & their clients for R&D Credit evaluations. Their free evaluation of a client’s credit opportunity minimizes risk and enhances the value to our clients.
About iLumen
iLumen is a leading innovator of decision analytics and business intelligence software solutions, addressing the needs of financial institutions, CPA firms, and those that advise and serve businesses and corporations.
Contacts:
William B Hewitt, Tri-Merit, LLC, 480-205-9322, whewitt@tri-merit.net
Loren Eckart, iLumen, 404-446-1600, leckart@ilumen.com






