Years of Partnership Yield Big Savings

This large Louisiana operator has continued to work with Merit Advisors through multiple acquisitions.

Challenge:

The client partners with Merit Advisors to minimize cash operating expenses over the long term.

Merit Solution:

  • Our sales and use tax team continuously reviews transactions for overpayments and underpayments.
  • Merit maintains close working relationships with taxing authorities and contract auditors built on trust—allowing for consistent recovery of sales and use tax overpayments in a timely manner, with minimal involvement from the client.

Result:

  • Despite numerous audits that have come up over the years, Merit has achieved substantial reverse audit savings for the client—with an approval rate from taxing authorities exceeding 95%.
  • While most of the refunds are approved upon the auditor’s first review, we have also been successful in settlement discussions at the District Court level.
Yamal, RUSSIA-APRIL 01, 2020: Drilling rig at a gas field in the North of Western Siberia

$3.7M

refund claim filed in 2024

$4.3M

previously recovered from state & parishes

Rewards of Merit

Explore our case studies to see how Merit helps energy companies unlock trapped value.

Wiping Out Tax Liabilities for Non-Op Interests

Royalties & Non-Op
Case Study

This operator engaged Merit to minimize property tax liabilities for its mineral holdings by reducing the working interest values.

Fixing a Mineral Interest Mistake to Secure Big Savings

Royalties & Non-Op
Case Study

This large operator turned to Merit after a state Tax Commission error resulted in an unfair valuation.

Reducing Inflated Assessments the Competition Overlooked

Downstream
Case Study

Unhappy with its prior tax consultant, this petrochemical facility wanted a partner who could reduce its ad valorem assessments.