Solutions
Tax, accounting, and business decisions rarely stay in separate lanes.
TriMerge organizes its work as three connected pathways. You may enter through one and discover the engagement really lives in another — that's the point.
Pathway 01
Tax Resolution & Representation
Outcome — An organized, defensible resolution — with the books and filings behind it cleaned up so the same exposure does not resurface.
Start With the Tax IssueTriggers
- IRS or Florida Department of Revenue notice
- Audit or examination underway
- Unfiled or amended prior-year returns
- Back-tax liability, liens, or levies
- Identity-theft-related tax issues
What we evaluate
- The notice or examination scope and the position TriMerge can defend
- The underlying returns, records, and reconciliations
- The realistic resolution options for your specific facts
Engagement may include
- Representation before the IRS and state agencies
- Audit management and audit reconsideration
- Offer-in-compromise and installment agreement negotiation
- Prior-period returns, amended returns, and appeals support
Pathway 02
Tax Planning & Compliance
Outcome — A tax posture that reflects the whole year, not just April — with fewer surprises at filing and clearer decisions in between.
Plan With TriMergeTriggers
- Complex individual or business return
- Multi-state or multi-entity filings
- Entity structure or reasonable-compensation questions
- Life event or business event with tax consequences
- First year needing coordinated year-end planning
What we evaluate
- The individual, business, and owner tax picture together
- Compliance obligations across federal and state
- Planning windows before year end vs. after filing
Engagement may include
- Federal and multi-state tax preparation
- Year-round strategy sessions and forecasting
- Entity structure, flow, and formation reviews
- Nonprofit and tax-exempt organization compliance
Pathway 03
Accounting, Virtual CFO & Business Consulting
Outcome — Reliable numbers, a clear cadence, and an advisor who understands the business behind them.
Strengthen the Financial FoundationTriggers
- Books that no longer support decision-making
- First real financial statements a lender will read
- Growing team and payroll complexity
- Startup, acquisition, or operational change
- Owner needs CFO-level insight without a full-time hire
What we evaluate
- Chart of accounts, financial statement quality, and transaction flow
- Reporting cadence and what the owner actually needs to see
- Operational, financing, and profit-planning decisions in front of you
Engagement may include
- Bookkeeping, QuickBooks setup, and remote accounting
- Payroll support and job costing
- Outsourced Controller / Virtual CFO engagements
- Business consulting: startups, finance, operations, profit planning
- Specialty industry support including medical and physicians' practices