2024 MSI Americas Regional Conference

Capstan Tax Strategies is a specialist tax consulting firm that helps business owners, real estate investors, and CPA firms identify and claim complex tax incentives. Based in Dresher, Pennsylvania, the firm combines engineering expertise with tax knowledge to deliver rigorous, IRS-compliant work.

Its core services include cost segregation studies, R&D tax credits, and energy-efficient tax incentives such as the 179D deduction, investment tax credits, and EV charging station credits. The firm works across a wide range of sectors including real estate, manufacturing, architecture, engineering, software, and technology. capstantax

Capstan places particular emphasis on accuracy and documentation, with a multi-disciplinary team of engineers, tax attorneys, and analysts delivering work built to IRS standards. The firm also partners closely with CPAs, integrating into existing client workflows and providing the technical backing that advisors need to deliver specialist advice with confidence.

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Tri-Merit is a specialty tax firm that helps CPA firms, business owners, and engineering firms identify and claim complex tax incentives with accuracy and confidence. Headquartered in Schaumburg, Illinois, the firm operates as a referral partner for accounting practices looking to extend their offering without adding headcount.

Its core services include R&D tax credits, cost segregation studies, Section 179D energy-efficient building deductions, renewable energy tax credits, the 45L tax credit for residential developers, and Employee Retention Credit verification. tri-merit

Tri-Merit's engineer and CPA-led team focuses on delivering precise, audit-ready documentation for complex incentives, with an emphasis on responsiveness and supporting long-term client relationships.

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