Morgan Chase, CPA

Morgan Chase is a Manager in the Sales and Use Tax practice at Merit Advisors, specializing in audit defense, refund recovery and use tax compliance for clients across the oil and gas industry. Morgan also works with other manufacturers, contractors and clients in the petrochemical industry.

Through her eight years of experience in both sales and use tax and severance tax, Morgan has acquired extensive knowledge of oil and gas operations. Prior to joining Merit in 2022, she worked in the Houston office of EY as a Senior Consultant in their severance tax and sales and use tax groups. Before that, Morgan was an Indirect Tax Analyst at Equitrans Midstream, EQT Corporation and Rice Energy in Pittsburgh, PA.

Morgan earned her Bachelor of Science degrees in Forensic Accounting, Accounting and Business Administration at Thiel College in Western Pennsylvania. She is a Certified Public Accountant (CPA) in the state of Texas.

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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.