Energy Tax Advisors

What Energy Tax Advisors does

Energy Tax Advisors is a privately held, boutique sales-and-use tax consulting firm headquartered in Stafford, Texas, serving clients primarily in Texas and Louisiana. Founded in 2019, the firm offers a unified suite of state and local tax services including multistate tax research, tax consulting, refund and audit reviews, audit defense, managed audits, audit reduction, and in-house utility studies for energy-, water-, and utility-intensive industries. Its practice also extends to motor fuels tax consulting and individual tax preparation and planning, although the core focus is on B2B sales-and-use tax recovery and controversy work.

The firm is led by President and CEO David Pichon, CPA, MBA, who brings over 25 years of indirect tax experience including prior roles at the Texas Comptroller's office and national consulting firms, alongside VP of Operations Yessica Centeno, who contributes more than a decade of managed audit and state/local tax experience. Services are delivered by in-house tax professionals under both hourly and contingency-fee billing models, with no disclosed technology platform, proprietary tools, or AI/automation components underlying the practice. Client acquisition is primarily direct — via the firm's website contact form and phone — reflecting a relationship-led, sales-led GTM model typical of small specialty advisory firms.

Energy Tax Advisors generates revenue solely through professional services fees, with no software, subscription, or productized offerings disclosed. The firm operates from a single Stafford, Texas office with 11–50 employees, no institutional investors, no parent company, and no disclosed partnerships or alliances. Geographic reach is regional rather than national, and growth signals — such as funding, M&A, or cross-state expansion — are not present in the source material.

Name

Energy Tax Advisors

Legal name

Energy Tax Advisors

Website

https://energytaxadvisors.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Energy Tax Advisors is a boutique, founder-led sales-and-use tax consulting firm in Stafford, Texas, serving businesses and individuals in Texas and Louisiana with multistate tax research, audit defense, managed audits, refund recovery, and utility tax studies on hourly or contingency-fee terms.

Ownership category

akta.pro rank

Product category

Tax Advisory and Audit Defense Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

akta.pro secondary industries

Tax Advisory & Compliance (BPAHABAB), Bill Auditing, Tariff Analysis & Utility Cost Optimization (EUAGAEAF)

Keywords

• Sales use tax consulting
• Tax audit defense
• State local tax recovery
• Multistate tax research
• Utility tax studies

Headquarters

HQ city

Stafford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Tax Consulting Services: Professional tax consulting and advisory services billed on hourly or contingency fee basis. Services include multistate tax research, tax consulting, refund reviews, audit reviews, audit defense, managed audits, audit reduction, and in-house utility studies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Energy Tax Advisors provides sales and use tax consulting, audit defense, recovery, and refund services to businesses operating in Texas and Louisiana. Service offerings include multistate tax research, tax consulting, refund reviews, audit reviews, audit defense, managed audits, audit reduction, and in-house utility studies. Engagements are billed on hourly or contingency fee bases, with senior tax professionals delivering services directly to clients without third-party channel partners.

Product overview

Energy Tax Advisors is a tax consulting firm offering a unified suite of sales and use tax services rather than a software product platform. The core offerings include Multistate Tax Research, Tax Consulting, Refund Reviews, Audit Reviews, Audit Defense, Managed Audits, Audit Reduction, and In-house Utility Studies. These services are complemented by Consulting and Recovery services. The company specializes in sales and use tax with robust qualifications in Louisiana and Texas, serving clients on both hourly and contingent fee basis through a relationship-focused client service philosophy.

Differentiator

Problem solved

Functional benefit

Products and services

• Multistate Tax Research Research service that ensures compliance with each state's tax laws, minimizes tax liabilities, and avoids penalties or audits by staying current with state regulations and rulings. Targeted at businesses operating across multiple U.S. states.
• Tax Consulting Expertise and support service for managing tax obligations while identifying business tax savings opportunities. Designed for businesses seeking ongoing tax advisory support.
• Refund Reviews State tax refund review service that ensures accuracy of returns and documentation to avoid delays and issues in the refund process. Targeted at taxpayers and businesses seeking to validate refund claims.
• Audit Reviews Service conducting state audit reviews to ensure compliance with state tax laws and verify accuracy of tax filings. Designed for businesses facing or preparing for state audits.
• Audit Defense State audit defense service involving preparation, organization, document gathering, and challenging unjustified findings to minimize additional tax liabilities and penalties. Targeted at taxpayers under state audit.
• Managed Audits State-managed audit service offering cooperative, less adversarial resolution of tax compliance issues with reduced penalties and interest, primarily for sales and use tax compliance in applicable states.
• Audit Reduction Service employing techniques including narrowing audit scope, negotiating settlements, and improving compliance practices to reduce overall tax liabilities. Designed for businesses seeking to minimize audit exposure.
• In-house Utility Studies Utility study service for businesses relying heavily on energy, water, or other utilities to ensure tax regulation compliance, qualify for exemptions, reduce utility costs, and claim refunds on overpaid taxes. Most applicable to manufacturing, agriculture, and hospitality industries.

Quantifiable outcome

• Saving clients millions of dollars through audits, settlements, hearings, and litigation support

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Expansion highlights3 records

Direct peers

• Ryan, LLC: Largest dedicated indirect tax specialist in North America, providing sales-and-use-tax, property tax, and tax recovery services to enterprises. Closely comparable business model to ETA, but at materially larger scale and broader geographic coverage.
• KBKG: National tax advisory firm focused on R&D tax credits, energy credits, cost segregation, and other tax incentives. Comparable to ETA's energy/utilities and tax-credit practices, with a similar boutique-style client model.
• Andersen (formerly Andersen Tax): Independent tax and advisory firm offering multi-state and international tax services, including state-and-local tax and controversy work. Directly comparable to ETA's sales-and-use-tax consulting and audit defense offerings, with broader geographic reach.

Broad incumbents

• Deloitte Tax LLP: Big 4 firm with a large indirect tax practice serving multi-national enterprises. Competes with ETA for large, multi-state sales-and-use-tax engagements and audit defense work, but as part of a much broader portfolio.
• KPMG: Big 4 firm with a significant state-and-local tax practice that addresses multistate compliance, nexus, and audit defense. Overlaps with ETA on indirect tax but typically serves larger enterprises across many states simultaneously.
• EY (Ernst & Young): Global professional services firm with a dedicated indirect tax practice covering sales-and-use, VAT, and state-and-local tax. A direct competitor for enterprise audit defense and recovery mandates, with deeper bench and broader international coverage than ETA.
• PwC: Big 4 firm providing state-and-local tax compliance, controversy, and consulting services. Overlaps with ETA in sales-and-use-tax advisory and recovery, serving large clients with national footprints.
• BDO USA: Top-tier accounting and advisory firm with a state-and-local tax practice. Targets mid-market companies that often overlap with ETA's client profile, offering both compliance and advisory services.
• RSM US: Mid-market-focused accounting firm with a state-and-local tax group serving closely held and middle-market businesses. Similar mid-market client focus as ETA, with broader multi-state reach.

Emerging players

• Avalara: Technology platform automating sales-and-use-tax compliance, filings, and nexus monitoring. An indirect competitor that addresses overlapping customer problems through software rather than advisory services, potentially reducing the scope of manual work ETA performs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/energy-tax-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Energy Tax Advisors