Financial Services

Preparation and filing of state severance/production tax returns on extracted oil, gas, and natural gas liquids, plus review of past filings to identify exemptions, marketing-cost deductions, and overpayments eligible for refund.

Management of county and state property tax on producing reserves, leasehold interests, and field equipment, including review of appraisal district valuations, protest filings, and assessment appeals to reduce taxable value.

Determination of taxability and exemption eligibility for oilfield purchases, equipment rentals, and downhole consumables across multiple states, including nexus analysis and use-tax accrual review for operators and service companies.

Representation of clients during state revenue agency and county appraisal audits, including documentation support, negotiation of assessments, and managing the protest and appeals process.

Detailed retrospective review of prior-period transactions and tax filings to recover overpaid sales, use, severance, or property tax, typically performed on a contingency basis.

Independent valuation of producing properties, oil and gas reserves, and field assets for tax, transaction, fair-value reporting, and litigation purposes, often using income (discounted cash flow) and cost approaches.

Coordinated filing and calendar management of tax obligations across the many states and counties where a producer operates, consolidating returns, payments, and exemption certificate tracking.