• Oscar L. Garza

    Partner

    x

    Oscar L. Garza

    • 1 Greenway Plaza, Suite 330
      Houston, Texas 77046
      olgarza@olgarza.com
    • 832.758.9034 (c) 713.572.1993 (o) 713.572.1997 (f)

    Oscar L. Garza is the principal owner of Oscar L. Garza & Associates, P.C. and co-founder of Tax Advisory Services Group, LLC. His practice focuses on federal and state motor fuel excise taxes and includes client representation before the IRS and state tax revenue departments. Oscar provides advice and counsel on the proper taxation of commodity transactions and provides tax registration services for clients doing business throughout the United States.

    Oscar was formerly a Multistate Tax Director in the Houston, Texas office of Deloitte Tax LLP. He led the Firm’s excise tax practice. Oscar represented clients before the IRS and various state taxing authorities in registration matters and other excise tax issues. He was also the lead multistate Tax Director for mergers and acquisitions in the Houston office. Prior to joining Deloitte in 2005, Oscar served as Senior Tax Counsel for the Supply and Distribution Business (“Shell Pipeline”) for Shell in the US. Prior to this position, he was Associate General Tax Counsel responsible for federal and state tax compliance for Shell in the US. He was also responsible for providing multistate direct and indirect tax advice and counsel to all Shell businesses. Oscar joined Shell Oil Company in 1998 as the state tax director responsible for state income, franchise, sales, use, excise, motor fuels and property tax compliance, counsel and audit defense. From 1993 to 1998, Oscar was Director; Sales, Use and Excise Taxes for the General Electric Company (“GE”). In this capacity, he led a team of professionals responsible for providing transaction tax advice and counsel and audit defense for GE and GE Capital. Prior to joining GE, Oscar was a multistate tax manager for a Big 6 accounting firm in Houston from 1989 to 1993. During this time, Oscar was responsible for advising clients in all areas of state and local taxes. From 1981 to 1989 Oscar worked for Exxon Company USA in Houston. His last assignment at Exxon was state tax counsel. Prior to this position, Oscar worked in the state income tax compliance group and the property tax group. He also worked in the excise tax group responsible for payroll taxes.

    Oscar is a 1981 graduate from the University of Texas at San Antonio where he received his BBA in accounting. He received his JD in 1988 from the University of Houston Law Center.

    Oscar is a member of the State Bar of Texas. He is the founding Student Notes Editor of the ABA publication the State and Local Tax Lawyer and was selected as a Texas Rising Star Super Lawyer in 2004 by Law & Politics magazine.

  • Khristine K. Espinoza

    Partner

    x

    Khristine K. Espinoza

    • 1 Greenway Plaza, Suite 330
      Houston, Texas 77046
      kespinoza@mftaxes.com
    • 832.830.1996 (c) 713.572.1996 (o) 713.572.1997 (f)

    Khristine is a Principal and co-founder of Tax Advisory Services Group, LLC. Her focus is in the area of state and federal motor fuels tax, sales tax advisory, tax process automation, and tax systems implementation.

    Khristine serves as a Subject Matter Expert in indirect tax technical discussions and she has a lead role in functional design of integrated indirect tax system solutions. She is responsible for delivering innovative solutions to tax clients in business process improvement, information systems development, package implementation, business process co-sourcing, and tax advisory services.

    Khristine was formerly a Senior Manager in Deloitte Tax LLP’s Multistate Tax Practice. She led the Houston and India service teams in tax research engagements, indirect tax licensing/ registration projects, tax compliance, and co-sourcing projects. Prior to joining Deloitte in 2007, Khristine worked as a Project Manager at FuelQuest where she managed software implementation projects with respect to ZyTax products – Tax Determination, ZyTax Enterprise, and GL reconciliation and ZyArchive. She also provided business consulting and project management services to clients in the areas of downstream petroleum supply chain management and motor fuel tax calculation and reporting.

    From 2002 to 2005, Khristine served as the lead Tax Technology Analyst in BP Products North America where she implemented an indirect tax compliance reporting system for over 50 US jurisdictions. She was responsible for requirements gathering, design, configuration, testing and delivery of tax automation solution. Prior to this position, Khristine was a Senior Consultant at Arthur Andersen LLP from 1999 to 2002 where she worked in the areas of tax compliance, general ledger reconciliation and motor fuels reporting.

    Khristine received a Bachelor’s of Business Administration and Finance degree from Houston Baptist University and Master of Science Accounting degree from the University of St. Thomas. She is a Certified Public Accountant, Certified Oracle Database Administrator and Microsoft Certified Professional.

    Selected Experience

    SolArcRightAngle Implementation

    • Indirect Tax Technical resource for SolArcRightAngle integration team. Responsible for tax requirements gathering, configuration of SolArc Right Angle Tax Module, tax scenario prototyping, and execution.

    ZyTax 5 Implementation

    • Subject Matter Expert in tax technical discussions. Lead role in functional and tax technical design of the Blueprint/Design Documents. Lead role in validating tax requirements, identifying process and system functionalities, and tax data.

    Energy Trading Company

    • Responsible for delivery of US federal and state excise motor fuel taxes and fees research for refined products and other hydrocarbons to satisfy Tax Determination Bolt-on System Profile Configuration for fifty-two jurisdictions based on Client’s footprint in the US. Facilitated work sessions with Indirect Tax Support Team and Tax Counsel to assist in incorporating Tax Requirements Documentation into Functional Design Documents and Technical Design Documents

    Refined Petroleum Products Company

    • Responsible for tax requirements gathering, configuration of SolArc Right Angle Tax Module, tax scenario prototyping, and execution.

    Refiner, Marketer and Energy Company based in Canada

    • Responsible for analysis, evaluation and tax research of motor fuel tax determination for sales and acquisition of refined products. Worked with Business and IT teams on interfaces for Refinery output (SMS system, Crude and FTZ feeds) and Midstream output (Allegro system) to ZyTax Compliance interface. Provided technical consulting and project management services in motor fuel reporting for US operations. Managed ZyTax Compliance, Tax Determination, and GL Reconciliation implementation projects.

    Refined Petroleum Products Pipeline Company and Midstream Companies in Canada

    • Provided assistance in creating Federal and State fuels tax determination rules for SolArc Right Angle implementation. Provided tax advisory services.

    Global Lubricant Company

    • Responsible for implementation and testing of Fuel/Lubricant management system supply chain solution.

    Fuel, Oil, Chemical and Lubricant Products Supplier

    • Provided tax technical consulting and project management services in motor fuel tax reporting and sales tax reporting. Worked with third party vendors on implementing tax-bolt on system to SAP.
  • Lindsay Madison, CPA

    Manager

    x

    Lindsay Madison, CPA

    • 1 Greenway Plaza, Suite 330
      Houston, Texas 77046
      lmadison@tasgroupllc.com
    • 713.553.6698 (c) 832.239.5379 (o) 713.572.1997 (f)

    Lindsay is a Manager at Tax Advisory Services Group, LLC. Her focus is in the area of indirect tax advisory and compliance outsourcing management. She is in charge of Project Manager for large motor fuel transportation and distribution company providing various fuel tax consulting services. Services include obtaining required State fuel tax licenses and registration, fuel tax compliance services, general ledger account reconciliations, and other various services.
    Lindsay has over six years’ experience in indirect tax practice.

    Prior to joining Tax Advisory Services Group, Lindsay was a Senior Tax Analyst at Sheridan Production. Prior to Sheridan Production, she worked for Deloitte Tax LLP as a member of Multistate Tax Practice, specialized in Motor Fuel Tax and Sales and Use Tax area.
    Lindsay received a Bachelor’s of Science degree in Accounting and a Bachelor’s of Science degree in Management Information Systems from East Carolina University. She is a Certified Public Accountant and a member of the American Society of Certified Public Accountants and Texas Society of Certified Public Accountants.

  • Rhonda Taylor, CPA

    Manager

    x

    Rhonda Taylor, CPA

    • 1 Greenway Plaza, Suite 330
      Houston, Texas 77046
      rtaylor@tasgroupllc.com
    • 210.289.9882 (c) 713.893.0697 (o) 713.893.0697 (f)

    Rhonda is a Manager at Tax Advisory Services Group, LLC. Her focus is in the area of state and federal motor fuels tax and sales tax advisory services.

    Rhonda was formally an Indirect Tax Advisor at Trafigura AG where she served as the lead US and Puerto Rico tax advisor and consulted on various tax issues pertaining to trading of crude oil and refined products. While at Trafigura AG, Rhonda was responsible for assisting in structuring commodity trades for tax efficiency as well as overseeing the related compliance. Additionally, she worked with the various support groups such as treasury and accounting for tax remittance procedures and general ledger reconciliations. Prior to Trafigura AG, Rhonda worked as a Senior Tax Consultant in Deloitte Tax LLP’s Multistate Tax Practice. She assisted in tax research engagements, motor fuel tax and sales tax licensing/registration projects, and indirect tax compliance projects as well as tax matters pertaining to mergers and acquisitions.

    Rhonda received a Bachelor’s of Business Administration degree in Accounting from Texas A&M University and a Masters of Science in Tax Accounting degree from Texas A&M University. She is a Certified Public Accountant and a member of the American Society of Certified Public Accountants, Young Professionals in Energy, and Texas Society of Certified Public Accountants.

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