Team /

Luke Reese, CMI

Luke Reese is a Director at Merit Advisors in the Sales and Use Tax practice. Luke specializes in audit defense, refund recovery, use tax compliance, and tax planning for clients across the oil and gas and petrochemical industries. He also works with other manufacturers, contractors and renewable energy providers.

Through his 10 years of experience in sales and use tax, Luke has acquired extensive knowledge of oil and gas operations, which he uses to maximize tax savings and value created for his clients. He cultivates long-term relationships with his clients and constantly seeks opportunities to add value to their organizations. Luke also maintains excellent working relationships with auditors and more senior officials across numerous taxing authorities. This foundation of trust has led to a high success rate on audit reductions and refund savings. As a leader in the Sales and Use Tax practice, Luke is dedicated to developing his team and fostering a commitment to exceptional client service across all levels of the practice.

Prior to joining Merit in 2018, Luke worked at Ryan, LLC, where he served as project lead on multiple high-profile audit and refund engagements for exploration and production companies, drilling contractors, and midstream gathering and natural gas processors.

Luke earned his Bachelor of Science in Finance from Louisiana State University. He is a Certified Member of the Institute of Professionals in Taxation (CMI) and currently serves as the Oil and Gas instructor for the Sales Tax School II, which teaches advanced topics in sales and use tax to experienced tax professionals.

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.