Rewards of Merit: Sales & Use Tax

Identifying Repeatable Cash Tax Savings Opportunities


A public oilfield service company engaged Merit to uncover all possible ways to improve profit margins and reduce tax liability, allowing it to sustain operations amid a severe industry downturn.

Results for client

$5.2 M

Two-year Cash Tax Savings

Developed Strategy to Maintain Valuation Controls & Estimate Annual Tax Liabilities


  • Client sought to minimize current tax liability to maintain margins and defend its share of an increasingly lean oilfield service market.
  • Client needed a strategy to predict future tax liability, despite appraisal volatility from country appraisal districts (CADs).
  • Client needed to develop s strategy for estimating future property taxes.

Merit Action Plan:

  • Negotiated directly with CADs on client’s behalf after conducting a thorough review of appraisals.


  • Completed work before CADs issued appraisal notices, lowering the basis for negotiations and avoiding formal public hearings.

More Rewards of Merit