In oil and gas, strong operators do not leave much on the table, and this flowback services company was no exception. Their business was disciplined, their operations tight, and their team knew how to execute. Property Tax was not broken, their compliance was handled and the machine worked. But like many high-performing companies, they had not stopped to ask a different question. Not “Are we filing?” but “Are we optimized?” That is where we came in.

Since 2022, we have worked alongside their team to refine and elevate their Property Tax position with a focus on one thing: profitability. Not disruption, not overhaul but precision.

We started by reviewing valuations across jurisdictions and years, looking for gaps between assessed value and reality. What emerged was a meaningful opportunity to reevaluate previous years of missed opportunities for savings, so we went back and captured it.

Through targeted appeals, jurisdictional coordination, and a disciplined review process, we corrected valuations and recovered value that had been sitting untouched. At the same time, we streamlined how Property Tax was managed going forward, creating a more efficient, repeatable process that aligned with the pace of their business.

The result was significant, in 2023 alone, the company realized approximately 11 million dollars in Property Tax savings, with additional recovery tied to prior years where assessments had gone unaddressed. No disruption to operations, no unnecessary complexity, just a sharper, more efficient approach to something they were already doing well.

Today, Property Tax is not just handled, it is optimized. And the partnership continues to expand as more of the business looks to capture the same level of value. Sometimes the biggest wins do not come from fixing what is broken. They come from improving what is already strong.