Energy & Utilities

Our tax advisory and technology teams develop and implement practical, best practice tax strategies tailored to the unique needs of energy and utilities companies. This allows your team to focus on critical, value-added projects while we handle the complexities of tax planning and compliance.

Tax Liability Forecasting

Our experts in property tax, transaction tax, state income and franchise tax, and incentives, collaborate to create interactive models that enable accurate expense simulations for potential tax liability and legislative scenarios. By leveraging these data-driven models and our accompanying narrative analysis, clients gain valuable insights to make informed financial decisions, whether planning future projects or budgeting for ongoing operations.

Site Selection

DMA’s site selection specialists partner with our state and local tax and legislation experts to assist energy developers in laying the foundation for tax optimization. A strategic analysis of potential sites viewed through the lenses of tax landscape, community economic development initiatives, legislation trends, and availability of required resources helps clients discover the ideal location for unique energy projects.

Credits & Incentives Procurement

DMA’s credits and incentives experts help clients maximize their investments through a strategic economic development approach to negotiate tax breaks, ease approval processes, and navigate community dynamics. We specialize in crafting a customized strategic roadmap for your project, diligently advocating on your behalf to optimize incentives while minimizing impact on routine operations.

TRANSACTION Tax

Equipped with jurisdiction-specific sales and use tax expertise, DMA’s transaction tax specialists analyze general expenditures, construction contracts, and the costs associated with developing and operating energy-producing assets. This analysis often uncovers opportunities for tax savings, overpayment recovery, and untapped industry-specific exemptions.

Property Tax Management

DMA’s property tax assessment review and appeal experts specialize in reviewing assessments and managing asset valuations for the most complex and challenging property types in the market. We perform reviews that require alternative approaches to value at the local and state-assessed levels or wherever various asset types are inherently intertwined. Our experts advocate on your behalf to establish equitable valuations and ensure assessments accurately reflect the current market value of each property.

Analysis of Spend

Our team of highly specialized jurisdictional tax experts efficiently analyzes your spending, whether it includes general expenditures, construction contracts, development of energy-producing assets, or the continued operation of energy-producing assets.

Our in-house, US-based compliance center offers outsourced tax return preparation, assessment tracking, and reporting tailored to energy and utility business needs and supported by experienced tax professionals. Our scalable process evolves with your changing business while proactively addressing risks and preparing documentation to ensure successful audit outcomes.

Property Tax Compliance

We simplify property tax compliance for energy and utilities entities by handling all filings, payments, and regulatory updates. Our tailored solutions ensure accuracy and reduce administrative burdens, allowing operators to focus on scaling operations.

Sales & Use Tax Compliance

Our sales and use tax compliance services offer a complete solution for preparing and filing monthly sales and use tax returns. With a US-based, centralized compliance center and a team of state-specific experts, we ensure accurate, timely filings while acting as a seamless extension of your tax department.

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..

Business License Management

Our team simplifies business license management, ensuring timely renewals and accurate regulatory reporting to prevent disruptions and maintain compliance.

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

Tax System Optimization

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

Tax Technology Selection & Implementation

DMA helps businesses identify the best-fit tax software solution 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

Automate the management of certificates to reduce manual errors and ensure compliance.

Custom Software Solutions

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

Ongoing Maintenance and Enhancements

Keep your tax technology systems optimized, scalable, and aligned with regulatory changes by utilizing DMA’s managed tax services.

Simplify Unclaimed Property

Streamline your unclaimed property compliance with our proprietary software, AUPTC. Automate workflows, meet deadlines, and reduce audit risks with ease.