Oil & Gas

Property Tax

Property tax liabilities are one of the largest operating expenses for oil and gas producers, pipeline operators, and energy infrastructure companies—yet many assets are overvalued, misclassified, or subject to inconsistent assessment methodologies. Pipelines, processing plants, refineries, and midstream assets often fall under unitary or centrally assessed tax structures, requiring a strategic approach to valuation and tax planning.

DMA’s property tax advisory service helps companies navigate complex valuation issues, optimize tax positioning, and ensure fair assessments across jurisdictions. Our industry-specific expertise includes:

• Assessment review and appeal service to correct overvaluations and reduce tax liabilities
• Strategic valuation guidance for unitary-assessed infrastructure, ensuring fair allocation and accurate methodologies
• Lifecycle valuation management, ensuring fair assessments from construction through operations and decommissioning
• Asset classification strategies, preventing over-taxation on specialized equipment and facilities

For companies managing extensive asset portfolios, DMA’s Portfolio Management & Administration service provides centralized oversight of property tax obligations, ensuring assessment monitoring, tax budgeting, compliance tracking, and appeal coordination to maximize tax savings and maintain compliance.

Crown Royalties

For Canadian oil and gas producers, royalty obligations are complex and highly regulated, creating significant challenges in cost recovery, financial planning, and compliance. DMA’s Crown Royalties Advisory service helps producers optimize deductions, forecast royalty obligations, and implement strategic reporting methodologies to minimize tax liabilities.

With deep expertise in Canada’s regulatory framework, DMA helps oil and gas producers maximize deductions and maintain compliance with confidence.

Transaction Tax

Our team delivers analysis and tailored research on transaction tax issues to support your tax administration efforts. Our transaction tax experts ensure compliance with multi-jurisdictional tax laws, providing actionable insights and detailed guidance to address complex tax scenarios. We help oil and gas companies navigate the intricacies of exploration, production, and transportation taxes, addressing unique challenges such as energy sector exemptions, taxability of equipment, and cross-jurisdictional issues tied to field operations and infrastructure.

Site Selection & New Development

DMA helps our oil and gas clients strategically develop and expand operations by identifying optimal locations and securing key financial incentives—including exploration incentives for oil extraction, energy efficiency credits, and tax relief for carbon capture and environmental initiatives. Our approach minimizes costs while promoting sustainable growth.

Income Tax

Through our alliance with GTM, DMA provides clients access to services that help recover overpaid federal and state income taxes and manage audits with confidence. Experts review tax filings to identify refund opportunities, oversee the recovery process, and support businesses through audits by communicating with auditors, resolving issues, and minimizing assessments. These services ensure compliance, reduce risks, and improve financial outcomes.

Fixed Asset Verification

For oil and gas companies, inaccurate fixed asset records can lead to overstated tax liabilities and compliance risks. DMA’s Asset Verification Service helps validate asset records, correct misclassifications, and remove ghost assets to ensure accurate tax reporting and financial compliance.

By improving asset accuracy, DMA helps oil and gas companies reduce excess tax burdens and maintain audit-ready records.

Property Tax

Oil and gas companies face frequent audits and reassessments, often dealing with complex asset classifications, evolving regulations, and inconsistencies in how jurisdictions value infrastructure, production assets, and midstream facilities. DMA’s Property Tax Audit Management service helps companies manage audits efficiently, mitigate risks, and ensure fair valuations.

Our specialists assist with various aspects of property tax, such as audit defense and resolution, valuation challenges for pipelines, terminals, refineries, and production assets, and correcting misclassified assets. DMA also conducts historical assessment reviews to identify and recover past overpayments caused by inaccurate assessments, flawed appraisal methodologies, and outdated cost data.

With deep expertise in oil and gas property valuation, DMA ensures companies pay only what they owe—nothing more—while maximizing opportunities for tax recovery.

Crown Royalties

Even with careful tax planning, overpayments on Crown Royalties and Gas Cost Allowance (GCA) are common, leading to unnecessary costs for oil and gas producers. DMA’s Crown Royalties Review & Recovery service helps companies identify, challenge, and recover excess payments from past filings.

Our specialists assist with GCA recovery reviews, Oil Sands post-payout recovery, freehold royalty reviews, and historical royalty audit support, defending past filings, and securing refunds. With proven expertise in regulatory audits and royalty cost analysis, DMA ensures companies recapture lost revenue and improve financial efficiency.

Transaction Tax

We identify and recover overpaid taxes while addressing inaccuracies and inefficiencies to mitigate future risk. Our comprehensive process provides detailed analysis, proactive solutions, and expert support to optimize recovery efforts and future compliance. We often recover overpaid taxes related to capital equipment, drilling activities, and transportation costs while addressing taxability issues and ensuring compliance with the unique regulatory environment for oil and gas companies across state and federal jurisdictions. Additionally, we provide robust audit support, assisting you in managing audits, ensuring accurate documentation, and mitigating risks associated with tax assessments.

Unclaimed Property Asset Recovery

DMA’s experts help recover unclaimed assets, such as uncashed vendor checks and credits, from over 400 government entities. With a proven history of reclaiming millions in dormant assets, we deliver significant financial gains to boost your bottom line.

Income Tax

Through our alliance with GTM, DMA helps clients uncover tax savings, reduce exposure, and stay ahead of federal and state income tax regulations. Services include tax recovery, health checks, nexus studies, and minimization strategies to optimize tax positions and manage risks. A tailored approach ensures compliance while identifying opportunities for credits, incentives, and cost savings.

Property Tax

For oil and gas producers, midstream operators, and energy infrastructure companies, managing property tax compliance across multiple jurisdictions presents unique challenges. Many assets—such as pipelines, refineries, processing plants, and storage terminals—are subject to complex tax treatment, jurisdiction-specific regulations, and fluctuating market conditions, requiring a specialized compliance approach to avoid overpayment and audit risks.

DMA’s Property Tax Compliance service provides end-to-end compliance management, ensuring accurate reporting, proactive assessment monitoring, and timely tax filings and bill payment to help clients stay ahead of regulatory changes and evolving assessment practices.

Our compliance specialists assist with multi-jurisdictional return preparation and filing, assessment monitoring and reporting, managing compliance for unitary-assessed and locally assessed properties, audit readiness and documentation management, streamlining tax reporting, and dispute resolution.

By leveraging deep industry expertise and centralized compliance management, DMA helps oil and gas companies maintain accurate reporting, mitigate risks, and ensure full regulatory compliance while optimizing tax positioning.

Crown Royalties

Maintaining Crown Royalties compliance is critical to avoiding penalties, preventing disputes, and staying ahead of regulatory changes. DMA’s Crown Royalties Compliance service provides full support for accurate reporting, timely filings, and audit readiness.

Our compliance experts assist with GCA compliance and reporting, ongoing royalty compliance management, regulatory audit defense, and assisting clients in responding to government royalty audits. By managing compliance with precision, DMA helps oil and gas producers minimize risk, meet reporting obligations, and prevent costly disputes.

Transaction Tax

Our Transaction Tax Compliance service offers a complete solution for preparing and filing monthly transaction tax returns. With a US-based, centralized compliance center and a team of jurisdiction-specific experts, we ensure accurate, timely filings while acting as a seamless extension of your tax department. Our experts understand the complexities of tax compliance related to extraction, equipment leasing, and energy-related services, helping you stay compliant with both state and federal regulations while addressing industry-specific exemptions.

Unclaimed Property

DMA’s Unclaimed Property Compliance service simplifies reporting by managing the entire process, from tailored calendars to state notices, ensuring accurate reporting and remittance. Partnering with DMA reduces the risk of audits, penalties, and reputational harm while ensuring full compliance with unclaimed property laws.

Income Tax

Through our alliance with GTM, DMA connects clients with services that simplify federal and state income tax compliance. From filings and nexus studies to voluntary disclosures, businesses receive targeted support to minimize liabilities and ease the burden on internal teams. These solutions help businesses stay compliant while focusing on growth.

The right technology and processes can transform your tax function, ensuring accuracy, efficiency, and scalability. DMA’s tax technology team provides end-to-end solutions, including:

Tax Process Optimization and Automation

Our technology experts assess and enhance existing transaction tax systems to improve accuracy and streamline processes.

Tax Software Selection & Implementation

DMA helps businesses and ensures seamless integration with existing systems. Our experienced team provides a comprehensive, unbiased evaluation, tailored implementation, and optimization to maximize the benefits of automation and align with your evolving business needs.

Exemption Certificate Management

We help clients automate the management of exemption certificates to reduce manual errors and ensure compliance.

Custom Software Solutions

Our experts design and implement tailored solutions to meet your tax requirements, including tools for data analysis, reporting, and automation.

Ongoing Maintenance and Enhancements

Keep your transaction tax technology systems optimized, scalable, and aligned with regulatory changes by utilizing DMA’s Managed Tax Services.

Simplify Unclaimed Property

DMA’s AUPTC software streamlines unclaimed property compliance with automated workflows, including property management, due diligence, check reissuance, and seamless reporting. Built-in reminders and email notifications help businesses improve efficiency, meet deadlines, and mitigate audit risks.