Royalties & Non-Operated Interests

Alleviating the Onus of Ownership Interests

Sector Expertise
We’ve mastered mineral asset management.

If you have interests in dozens, hundreds or even thousands of wells, it can be easy to overlook a tax bill. However, delinquency means accumulating penalties and interest. Conversely, Merit Advisors often sees companies unwittingly paying taxes on interests they don’t actually own. The sheer volume of paperwork required to stay compliant can be crushing—never mind avoiding property tax overpayments or even trying to lower your liability.

  • Merit Advisors manages all your interests to ensure you pay the right amount to the right taxing jurisdiction at the right time.
  • More than that, we apply our industry expertise, purpose-built technology and proprietary methodology to reduce your assessed values.

“Partnering with Merit allows me to focus on my day to day. It frees me up to really add value in other places.”

Director of Tax
Large Private E&P/Midstream Company

Royalties & Non-Op Services
Explore our solutions for royalty and interest owners.

Property Tax Services

Eliminating Back-Office Burdens & Ensuring Compliance

Paying your taxes correctly can be challenging when you’re handling thousands of invoices a month and internal resources are limited. It’s even more difficult if you’re actively buying and selling assets. Merit takes on that burden, helping you free up internal resources while enjoying peace of mind as we minimize your compliance risk.

  • Sparing you from burdensome paperwork—filing renditions, responding to notices, processing tax bills, etc.—while ensuring you avoid penalties and interest.
  • Long-term relationships with tax authorities enable us to advocate for you more efficiently and effectively.
  • Accurate accrual projections allow you to budget with greater precision.
  • Helping you navigate ongoing industry consolidation with pre-acquisition due diligence and resolving any administrative issues post-acquisition.

$7 Billion

Ad valorem value reduction achieved for our clients in 2023

Rewards of Merit

Explore our case studies to see how we help royalty and interest owners 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.