From IRS controversy to the books behind the business, TriMerge brings the whole financial picture into focus.
CPA-led tax resolution, accounting, and business guidance for Miami owners and individuals who need more than a once-a-year answer.
Some financial problems arrive alone. The difficult ones arrive connected.
An IRS notice often exposes bookkeeping weaknesses that were quietly building for years. A tax planning question is rarely just about the return — it shapes hiring, entity structure, financing, and how you take money out of the business.
Growth creates new compliance demands: multi-state filings, payroll thresholds, reasonable compensation, sales tax, or the first real set of financial statements a lender will read closely.
TriMerge evaluates the connected picture — the controversy, the books, and the decision the owner is trying to make — before recommending a course of action.
Choose the pathway that reflects the pressure you're actually under.
Resolve Tax Controversy
For IRS or state notices, audits, examinations, back-tax concerns, and other disputes requiring organized representation and a practical resolution strategy.
Start With the Tax IssueRebuild Financial Control
Accounting, bookkeeping, reporting, payroll support, and Virtual CFO guidance that give owners reliable information for operating decisions.
Strengthen the Financial FoundationPlan the Next Business Move
Tax planning and business consulting for startups, established companies, operational changes, financing decisions, and profitable growth.
Plan With TriMerge
Founder & Principal
Geraldine "Gerri" Lazarre, CPA, MST
Gerri Lazarre built TriMerge for the decisions that do not fit neatly inside a tax return.
Gerri began her career in the audit and assurance practice of PricewaterhouseCoopers in Miami. For more than two decades she has advised individuals, businesses, and nonprofits on tax planning, tax controversy, and financial management — with a particular focus on cases involving appeals, audit reconsideration, disputes, offers in compromise, and installment agreements.
She holds a Bachelor of Business Administration in Accounting from Howard University and a Master of Science in Taxation from the University of Miami. She founded TriMerge in 2009 to give clients a firm that could handle the tax, the books, and the business decision as one connected engagement.
Gerri has volunteered with the IRS VITA program since her high-school years and continues to provide pro bono tax and accounting support to community and nonprofit organizations across South Florida.
Resolve what is urgent. Repair what caused it. Plan what comes next.
- Stage 01
Diagnose
Understand the immediate issue and the financial records behind it — the notice, the return, and the books all read together.
- Stage 02
Resolve
Build an organized, defensible course of action — representation, filings, or the corrective work the books actually need.
- Stage 03
Advance
Establish stronger reporting, planning, and decision routines so the same problem does not return next year.
Reviews that describe what working with TriMerge is actually like.
"TriMerge professionals have quick and practical solutions for even the most complicated federal and state tax questions. Their service is very professional and courteous as they understand your core business."
"Gerri and her team have given me personal attention to my business and personal taxes. She doesn't just do my end-of-year taxes — she encourages meeting through the year to keep books in order and run tax strategy sessions before year end. I highly recommend TriMerge."
"Gerri and her team are fantastic — quick, super professional, and totally on point with the numbers, which is most important. Great business strategists as well, bringing added value for our small growing business."
A direct route from first conversation to organized action.
Access the secure Client Portal- Confidential consultationA private conversation to understand the tax, accounting, or business matter in front of you.
- Secure document exchangeEncrypted portal for returns, notices, statements, and supporting records.
- Clear next stepsA written path — what we handle, what you handle, and by when.
- Ongoing status communicationYou are not left wondering where your matter stands with the IRS or state.
- Year-round planning opportunitiesStrategy sessions before year end, not just at the return.
The professionals behind every engagement.
A Miami-based team of CPAs, tax professionals, and accounting associates working together across tax controversy, accounting, and business advisory.
- Gerri LazarreFounder & Principal, CPA, MST
Raul AlvarezSenior Tax Professional, MsTax
Barry HaimowitzSenior Associate
Calvin ReyesTax Associate
Chris WilliamsAccounting Associate
Duclos VictorAccounting Associate
Johanne OsirusAccounting Associate
Ivette SozaMarketing & Analysis
Sally MichaelClient Services
Bring TriMerge the issue that has outgrown a routine answer.
Describe the tax, accounting, or business matter that needs attention. A member of the team will review your situation confidentially and outline a practical next step.