Even Einstein struggled.

Whether you are concerned about the possibility of a future tax event or in need of tax return preparation services, we are here to help minimize your tax liability to the fullest extent of the law.

“The hardest thing to understand in the world is the income tax.”

-Albert Einstein

Tax Advisory Services

With the tax code ever-changing, the need to have a trusted tax advisor could not be more important. That is why we strive to be proactive and assist our clients in making effective and financially beneficial decisions. Our tax advisory services are designed with your particular needs in mind.

Tax Compliance Services

We are realists and recognize that financial situations can become complicated, especially when it comes to taxes. That is why we are dedicated to managing your current tax situation and tailoring our expertise and knowledge to minimize your tax bills while keeping you in compliance with the laws. This hands-on approach enables us to better serve our clients and provide incredible value for tax planning matters.

We proudly serve:

  • Individuals
  • Partnerships
  • Family companies
  • Trusts
  • Estates
  • Limited liability companies
  • C- and S-corporations

Our specialized knowledge of capital gains tax code can create additional value for our clients who receive income from sales of oil, gas, & coal estates, coal mining surface damages, pipeline rights-of-ways, well pad sites, compressor stations, and the like.  We have saved our clients hundreds of thousands of dollars in income taxes by appropriately calculating income taxes on sales of land and minerals.  Even if you have already filed income tax returns and believe that you may have overpaid income taxes, we would be happy to review your income tax returns for any filing oversights or errors as we have filed many amended income tax returns to collect overpaid income taxes.

Tax & Succession Planning Services

Arguably the most overlooked area of life is planning your financial future. No one has a crystal ball to predict what will be tomorrow, next month, next year, or even the next decade, and putting off making any major long-term decisions will not cause it to be any easier.

Protect what is yours.

That is precisely why we have made it a priority to assist our clients in laying out a financial plan to address their long-term financial objectives. With our guidance, we can turn a set of complex and tangled issues into a well-thought-out financial plan.

The estate tax code is always at the mercy of Congress and so are we because of it. Historically, estate tax rates have been high, although always subject to change. Even though the IRS allows a certain amount of an individual’s estate to be exempt from estate tax, sometimes the gross amount of the estate can exceed this threshold, thus, making the estate subject to significant estate taxes.

Having an iron-clad tax and estate plan is crucial in protecting what is yours, especially if you own oil & gas. Our strategic alliance with experts in the fields of law, insurance, and asset management allows us to provide the utmost in future planning while providing great value to our clients with our team-driven approach.

To learn more about our comprehensive oil & gas valuation services for estate planning, click here.

Oil & Gas

A profound statement by J. Paul.

It is often said that “people don’t know what they don’t know” when it comes to understanding the many facets of owning oil & gas interests. We have invested thousands of hours and dollars in education to understand these facets so we may appropriately advise our oil & gas clients.

“The meek shall inherit the Earth, but not its mineral rights.”

-J. Paul Getty

Oil & Gas Royalty Management

Perhaps the most unique service offering that has been borne out of the shale oil & gas evolution is our oil & gas royalty management services. Our oil & gas advisory services are symbiotic, as much of the professional consulting we provide incorporate a comprehensive look at income tax exposure, succession planning, and valuation of your subsurface oil & gas estate.

How confident are you that your royalty payments are being calculated and paid according to your oil & gas lease? We have successfully recovered millions of dollars for oil & gas owners who have been shortchanged by producers. You owe it to yourself to gain comfort in knowing whether you have been underpaid.

Oil & Gas Advisory Services

From preleasing to post-production, we have the skillset and resources to guide you through the many phases of your oil & gas being developed. Our Certified Minerals Manager can assist you with leasing, division orders, production, and royalties.

We can also guide you through various oil & gas transactions, such as pipeline rights-of-ways, well pad installations, and even selling your oil & gas interest. Our specialized tax services offer you peace of mind when it comes to planning for these transactions and correctly reporting them on your income tax returns. To learn more about our comprehensive tax advisory services, click here.


Ben was right.

With the development of the Marcellus and Utica Shales and the newfound wealth that many people are enjoying, the need to have their oil & gas valued has never been greater. This may be the most important financial and estate planning matter that people in our region have ever faced.

“An ounce of prevention is worth a pound of cure.”

-Ben Franklin

Oil & Gas Valuations

An oil & gas valuation will provide you with a substantive basis from which gift and estate planning can commence. Executing an effective plan and using an oil & gas property valuation will help your heirs avoid what could be thousands of dollars in taxes. And it is not all that hard to believe. That is because the tax authorities will view the producing oil & gas property – whether now or in the future – as having many more years of remaining production and, thus, the generating of royalty income for years to come. Further, the tax authorities will account for the producing property in the most aggressive scenario – that is, valuing the property as high as possible to increase the eventual tax bill.

The only defense the heirs of the estate will have is to furnish the tax authorities with an oil & gas valuation analysis, which will reflect the oil & gas property not as an aggressively income-generating asset. That is where our comprehensive valuation services will save the heirs of the estate from having to dole out thousands of dollars in taxes.

Having a team that consists of a certified public accountant and certified valuation analyst that will develop a tailored valuation of your oil & gas property will give you and your heirs peace-of-mind about what the future may hold.

To learn more about our estate planning services, click here.

Business Valuations

Our firm provides a wide range of valuation services for tax planning and reporting, business planning, and litigation support, including succession planning, damages and lost profit calculations, civil litigation support services, and expert witness testimony.

Expert Witness

Abe knew.

There may come a time when you may need to litigate a matter concerning your oil & gas or business. Rest assured that our founder, Ryan J. Rupert, may provide expert witness testimony with respect to litigation support services.

“Whatever you are, be a good one.”

-Abraham Lincoln

Ryan has:

  • Recovered millions of dollars of underpaid oil & gas royalties for clients who have pooled and/or unitized acreage in producing development units;
  • Provided litigation support services in areas of accounting (including financial and forensic), finance, and general business matters;
  • Assisted legal counsel in preparing responses, interrogatories, exhibits, etc.;
  • Rendered expert analyses by written reports and expert testimony at civil trial, including direct and cross examinations; and
  • Testified in both trial court and Federal court.

Our expert witness and litigation support services are delivered with precision and passion to help a jury make sense of the factual evidence of a case. No matter your oil & gas challenge, Ryan can assist your attorneys when the stakes are high and your royalties are on the line. To learn more about our oil & gas services, click here.


We will hear you loud and clear.

“Price is what you pay. Value is what you get.”

-Warren Buffet


  • Incorporations/organizations
  • Financial accounting
  • Business transactions
  • Asset acquisition
  • Cash flow management
  • Entrepreneurship
  • Strategy
  • Full payroll and bookkeeping services

We will help you choose an appropriate succession planning structure – whether it be a family LLC, partnership, or trust – and introduce you to other professionals with whom we have a professional alliance or maintain a collaborative relationship. It is important to us that our clients’ interests are being put first by their financial, insurance, legal, and property advisors.