Vice President, Teresa Garza

Teresa Garza, CPA, has more than 13 years of public accounting experience with a focus on tax planning and compliance for partnerships, corporations, and S corporations in the upstream and midstream energy markets. She serves a variety of industries, which include private equity, manufacturing, distribution, retail, and professional services. Teresa is highly skilled at delivering advice and consultation regarding complex tax matters, such as subchapter K, provision for income taxes, mergers and acquisitions, transactions, entity formation, as well as international and multi-state filing requirements.

Teresa is an active member of the American Institute of Certified Public Accountants (AICPA), Texas Society of Certified Public Accountants (TXCPA), and Independent Petroleum Association of America (IPAA). In addition, Teresa holds several leadership roles at energy-related professional organizations. She currently serves on the board of directors for the Council of Petroleum Accountants Societies (COPAS), Texas Energy Council (TEC), Young Professionals in Energy (YPE), and the Women’s Energy Network (WEN). She previously served on the boards of the Fort Worth Petroleum Accountants Society (FWPAS) and Women’s Finance Exchange (WFE). Teresa is a Certified Public Accountant in Texas, Kansas and Missouri. She graduated with a Master of Science in taxation and a Bachelor of Science in accounting from the University of North Texas.

Professional Experience

  • More than 13 years of diverse tax, financial and business consulting experience

  • Provides federal and multi-state tax compliance services, succession and tax planning

  • Tax compliance specialist and consultant with a practice concentration in partnership and S corporation taxation

  • Industry experience includes energy upstream (exploration and production), midstream (pipeline transportation), commercial real estate (investment funds, developers and operators), technology, professional services (engineering, law, medical and architectural firms), and manufacturing (multi-national and national corporations)

  • Clients include entities backed by private equity and master limited partnerships, independent oil traders, owners of small to medium sized businesses, individual investors in the energy, real estate and manufacturing industries

Professional Involvement and Recognition

  • Member, American Institute of Certified Public Accountants (AICPA)

  • Member, Texas Society of Certified Public Accountants (TXCPA)

  • Member, Independent Petroleum Association of America (IPAA)

  • Board Member, Young Professionals in Energy (YPE)

  • Board Member, Council of Petroleum Accountants Societies (COPAS)

  • Board Member, Women’s Energy Network (WEN)

  • Board Member, Texas Energy Council (TEC)

Education and Certifications

  • Certified Public Accountant, Texas, Kansas and Missouri

  • Master of Science, taxation, University of North Texas

  • Bachelor of Science, accounting, University of North Texas