Oil & Gas

Producing Results For You

Whether you are considering leasing your oil and gas rights or have already leased them, there are many tax consequences you need to consider. You need someone you can trust to review your tax situation and provide you with tax and estate planning ideas that are tailored to you personally.

At Packer Thomas, we have an oil and gas team in place that has the expertise and is ready to help you navigate through the complex area of oil and gas taxation. Some of our team members are landowners who are actively involved in the shale leasing process, which gives them a better understanding of how the shale boom will affect you, both from a tax and a financial perspective. Our team will be there along side of you through the various shale phases, from leasing to production, being proactive and producing results for you.

Our scope of services include:

Mineral Management Services:

  • Division Order Verification
  • Royal Statement Confirmation
  • Compare Volumes Paid with Producer’s State Report
  • Annual Report for Tax Preparation
  • Annual Summary Tracking Prices, Volumes, and Expenses

Income Tax Planning and Compliance Services:

  • Business and Individual Returns
  • Tax Strategies – Maximizing After-Tax Income
  • Structured Settlements/Deferral Income
  • Use of an Entity as a Gifting Vehicle

Tax Issues:

  • Valuation of Oil and Gas Rights
  • Structured Ownership of Land and Mineral Rights
  • State/Local Tax Planning

Estate and Gift Tax Planning:

  • Owner Succession Planning
  • Family and Charitable Giving
  • Effective Use of Trusts
  • Post-Mortem Planning

Oil & Gas Expert


Ann Rogers, CPA, CMM


Specific Areas of Expertise

  • Agribusiness
  • Oil & Gas
  • Taxation