Happy 4th of July to all our amazing clients and employees! We’re taking the day to relax, recharge, and reflect on our freedom. #America #IndpendenceDay2024
Merit Advisors, LLC
Financial Services
Addison, Texas 1,981 followers
Trusted advisors crafting holistic tax solutions to improve your cash flow and add profit back to your bottom line
About us
Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings. The team at Merit is built on decades of experience and insight throughout the entire energy value chain. Our strategic approach combined with our expertise, proprietary technology and data makes Merit Advisors the best at extracting trapped value and improving cash flow for our partners. When you partner with Merit Advisors, you get experienced energy professionals who are focused on delivering results so you can stay focused on your business. Initially founded in 1998 as an appraisal and property tax consulting firm based in Gainesville, TX, Merit is constantly evolving to better serve its clients. This client-focused nature is demonstrated by various service lines and offices in geographically strategic locations (Dallas and Houston, TX and Oklahoma City and Tulsa, OK). Our 350+ clients range from publicly traded corporations to individual small business owners and are serviced by a team that combines engineers, appraisal and valuation experts and seasoned tax and consulting professionals that bring together the perfect balance of high quality and diverse solutions of a larger firm while not foregoing the “high level touch” customer service of a boutique firm.
- Website
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http://www.meritadvisor.com/
External link for Merit Advisors, LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Addison, Texas
- Type
- Privately Held
- Founded
- 1998
- Specialties
- Appraisals and Valuation Consulting, Property Tax Consulting and Compliance, Sales and Use Tax Consulting and Compliance, Economic Development and Business Incentives Consulting and Compliance, Severance Tax Consulting and Compliance, Oil and Gas, and Energy Consulting
Locations
Employees at Merit Advisors, LLC
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Carmen Zayas, SPHR, M.S.
Strategic HR Consultant, Servant Leader, Human-centric Global HR Leader
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Shawn Carter, CPA
Director of Talent Acquisition at Merit Advisors, LLC
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Patrick Horak
Property Tax Manager
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Will Bader
Sales and Use Tax Practice Leader @ Merit Advisors | Tax Technologist | Generating Value through Indirect Tax
Updates
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Merit Advisors, LLC reposted this
Merit Advisors is hiring in the Gainesville, TX office.
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Merit Advisors, LLC reposted this
The Daniel Energy Partners team would like to thank all of our guests who joined us this week in Telluride for our 4th annual Telluride Executive Series. We very much enjoyed the informative industry panels as well as the time to visit with friends. Your continued participation is greatly appreciated. Of course, this conference is not possible without the support of our sponsors. A special thanks to Will Hodge and Marshall Adkins with Raymond James, Hillary Holmes and Michael Piazza at Gibson Dunn, Josh Sherman at Opportune, David de Roode at Lockton, Stephen Preng and John Goodrum with Preng & Associates, Tony Kroschewsky and Merit Advisors, LLC and Jeff Davis and Bradley Arrant. Next year we move Telluride to the St. Regis Deer Valley, so save the date for June 25-27 and join us in Park City. Sean W. Mitchell Bill Austin Geoff Jay Bob Stanton Colby Sasso Cheryl Stanko Joshua Jayne Jacinto Hernandez
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Merit Advisors, LLC reposted this
The Daniel Energy Partners team will host our annual Permian Basin BBQ Cook-Off on November 5-6th at the Scharbauer Sports Complex in Midland, Texas. This is one of our favorite events, not just because we like great food, but because it brings together all facets of the energy community, including both the corporate and field offices along with institutional investors and aspiring college students interested in the energy space. Preparation for the cook-off is now fully underway with over 100 companies committed to cook while many others will be joining as event sponsors. This year we are thankful to Target Hospitality, our Presenting Sponsor as well as to other key supporters such as Pintail Completions, Dragon Products Ltd, Patterson-UTI, NOV, Cardinal Services LLC, MidCentral Energy, Atlas Energy Solutions, ProPetro Services, Inc, ConocoPhillips, Diamondback Energy, SM Energy Company, Double Eagle Energy Holdings IV LLC, Vital Energy, VTX Energy Partners, LLC, Freemyer Industrial Pressure, L.P., Piper Sandler Energy & Power Group, J&W Services and Equipment, GR Energy Services, Ranger Energy Services, LLC, Liberty Energy, Caterpillar Inc., Merit Advisors, LLC, David de Roode, among many others. And, in keeping with tradition, we are excited to have the marketing and event expertise from our friends at Upright Digital. If you would like to learn more about BBQ, please reach out to Mark R. Immekus or Cheryl Stanko for more information. Sean W. Mitchell, Bill Austin Geoff Jay Bob Stanton Joshua Jayne Blake McLean Colby Sasso Josh Lowrey Genaro Cibrián
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We are excited to be back as a proud sponsor of the Daniel Energy Partners Telluride Executive Series this year! John Daniel and the DEP Team provide an exclusive opportunity to learn more about what is coming up in the industry from E&P Perspectives to technology. Tony Kroschewsky, Carolyn Shantz, CPA, CMI, and Will Bader are looking forward to joining energy leaders at this informative executive series event. https://lnkd.in/gSjmQnET #EnergyIndustry #ExecutiveSeries #OilandGas
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Thank you for attending Barrels & Clays this year! We learned a lot from our friends at the Barrels & Beyond mini-conference in the morning and had a great time on the Stark Ranch in the afternoon. The weather was beautiful, the panels were enlightening and fun was had by all. At Merit, we truly value our relationships and your participation is greatly appreciated. In case you missed the Boys & Girls Club at the event, it’s not too late to donate: https://lnkd.in/gznE-XR2 Congratulations to our Clay Shoot Competition Winners: 1st Place Team: Cody Knepper Donald Peacock Bill Boykin Meshall Thomas William Fallin 2nd Place Team: Wayne Ducote Daniel Kanatzar James Capps Paul Bosman Scott Stabler 3rd Place Team: Gary Bryan Jim Wicklund Allen Custard Kyle Chapman Thank you again to our sponsors for helping us put on this great event! Powered by: Upright Digital Daniel Energy Partners Velocigo Inc Locke Lord LLP MidCentral Energy Guide Energy Solutions Preng & Associates ProFrac Services Apex Clean Energy BETA Land Services CashLine Solutions LLC EPIC iO Technologies Flotek Industries, Inc. Formation Real Estate, LLC Industrial Diesel Incorporated LJA Magruder Executive Search Piper Sandler Nucor Corporation ProPetro Services, Inc Quad Plus Invicta Testing, LLC Range Valuation Services Select Water Solutions Fisher59 Shamrock Testers #oilandgas #barrelsandclays #energyoutlook #networking
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Merit Advisors, LLC reposted this
Assistant to the Assistant Manager | Lockton Partner | Enterprise Risk Advisor | Entrepreneur | Investor | Board Member | Patriot | Philanthropist | Husband | Father
This morning I had the opportunity to share the stage at the Merit Advisors, LLC annual Barrels & Beyond Conference in Thackerville, OK & Gainesville, TX with my dear friend James Wicklund where we had a chat with Allen Custard of the famed Pitts Oil Company discussing the views of a 3rd generation owned and operated private oil and gas company and the challenges and opportunities that lie ahead in these exciting times we find ourselves in, where the data supports an increase in demand for hydrocarbons, power and products derived from petrochemistry. Thanks to Tony Kroschewsky and team for inviting us to share some thoughts. Upright Digital Range Valuation Services Lockton
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We are onsite in Gainesville, TX preparing Stark Ranch for Barrels & Clays. We can't wait to host our invited friends to a great day on the ranch. Thank you to all of our sponsors for your generous support. If you would like to attend please reach out to your Merit Advisor or Upright Digital contact.
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The great outdoors is calling, grab a night bag and head to north Texas for the 4th annual Barrels & Clays on Tuesday, May 14, 2024. We will begin the day with energy insight at our exclusive mini-conference at the Winstar Casino and then shuttle over to the historic Stark Ranch with attending energy executives for an afternoon of Clay Shooting, Air Boat Rides, Whiskey Tasting, Ranch Tours, and live music. Space is limited. Contact your Merit Advisors or Upright Digital contact to secure your spot. #conference #oilgas #networking
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Merit Advisors, LLC reposted this
Austin Harbour and Victoria Beard with Piper Sandler's energy & power team are excited to be in conversation next week with Matt Wilks, Executive Chairman of PF Holdings and Adam Anderson, CEO of Innovex at Merit Advisors, LLC Barrels & Beyond event. The panel will be focusing on their OFS M&A Perspectives. They hope to see you out there!
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