As a full-service Severance and Sales Tax services provider, we focus on a complete and thorough process from start to finish. The majority of our work is performed off-site, which allows us to pursue your refunds with minimal impact to your daily operations.

Marketing Cost

Our Marketing Cost, Tax Reimbursement, and Sales Tax reviews begin with the operator’s accounting data. We review this data and identify areas where tax savings may exist. We then work with operations personnel to schedule field visits. These visits are the single most important step of our process, as they give us the opportunity to take videos and still pictures of the actual lease equipment, and to interview field personnel regarding the flow of gas/oil and the use of the equipment.

We use the information gathered during the field visits to prepare lease schematics that support our refund claims. The claims, once prepared, are reviewed in detail with the client - only after you are satisfied with our work and the basis for the claim will a refund request be filed with the taxing authority. Once the claim is submitted, we host the audit at our offices and provide the auditor with all documentation needed to support our claim. At the completion of the audit we prepare and file amended reports to capture the tax savings on your Severance Tax return.

Well Incentives

Our Well Incentives reviews begin with an analysis of the client’s operated and non-operated properties. We identify wells which may qualify for incentives and work with the operator’s personnel to schedule wellfile reviews to gather the documentation required to evaluate each potentially-qualifying well.

We then return to our offices to verify the wells’ incentive eligibility and prepare applications for the specific well incentives. We review these applications with our client before filing, then file with the state regulatory agencies to begin the incentive certification process. Because these certifications are typically multi-phase, we monitor the progress of the applications to ensure that the process moves quickly and smoothly. Once the incentives are approved we prepare and file amended reports to capture the tax savings on your Severance Tax return and recover refunds.

The level of involvement our clients have in these processes is a matter of choice - we welcome client involvement in any step of the processes described above. Our goal is to provide our clients with a full-service project, including training and project involvement on an as-requested basis.