Tax Service Personnel

Principals

Orville Petersen Orville Petersen, CPA license #0013246, president and director of compilation and review services. He joined the firm in 1991 after two years of experience with another firm. Orville practices in the area of personal and business income tax preparation, small business accounting, planning, and consulting. Orville graduated with a BS in accounting from Mesa State College. He serves on the Landowner Planning and Conservation Assistance Team as well as being an advisory member of the Purchase of Development Rights Review Committee. He works closely with the local community on conservation easements. Orville is a member of the Grand Junction Kiwanis Club and is a past president of the Western Slope Chapter of Colorado Society of CPAs. He has served on numerous community boards including Kiwanis and Friends of McInnis Canyons NCA. Orville enjoys all manner of outdoor activities.

Wayne Keeler Wayne Keeler, CPA license #0022030, is treasurer and director of income tax services for our firm. Wayne joined the firm in 2000 and practices in the area of individual and business income tax preparation, planning and consulting. Wayne graduated with a BS in Accounting from Mesa State College and has been a CPA since 2002. He is a member of Grand Junction Lions Club and has served on the board of directors of Habitat for Humanity of Mesa County. Wayne enjoys many sports and outdoor activities.

Tara Stauffer Tara Stauffer, CPA license #0030188, is human resources director for CSD. Tara received her BS degree in Accounting from Mesa State College in 2003. She was born in Grand Junction and lived here her entire life.  She enjoys reading, bike riding, spending time with her family, and watching her children play sports.

Retired Principal

Rick Genova Richard D. Genova, practiced as CPA 1973-2015,  and has lived in Grand Junction all his life. He has an AS degree from Mesa College and a BS degree from Colorado State University. He joined Chadwick, Steinkirchner, Davis & Co. in 1972. Rick practices in the area of personal and business income tax preparation, planning, and consulting.  Rick has served on the Board of Directors of the Colorado National Monument Association, Crimestoppers of Mesa County, Inc., Bookcliff Country Club, and the Mesa County Business Education Foundation, as well as past president and treasurer for our firm.  He enjoys golf and other family activities.

Managers

Sue Cass Sue Cass joined the firm in 2016. She has provided tax preparation and bookkeeping services for 37 years in her family’s business, Management Services. In 1991 she achieved her enrolled agent status and is licensed to represent clients before the IRS. She enjoys photography, camping, reading, and trips to Monument Valley.

Travis Portenier Travis Portenier joined the firm in 2005. He is a Colorado native and a resident of Grand Junction since 1995. Travis enjoys fantasy football, playing the guitar and spending time with his family.

Patrice Onofrio Patrice Onofrio, CPA license #0020066, joined CSD in 2020 as a Tax Manager. She has a B.S. in agricultural studies from CSU, a B.S. in accounting from Metro State, and spent most of her career in Denver. In 2013, Patrice moved to Grand Junction and worked for a small accounting firm. Working with a variety of clients and the challenges that each tax return brings is why she enjoys accounting so much. Two Siberian cats and her grandkids keep her busy outside of work, and she also loves traveling to go scuba diving in various locales.

Senior Staff

Jessa Taylor Jessa Taylor, CPA license #9036277, joined CSD in 2017 after graduating magna cum laude from Colorado Mesa University with a B.S. in Public Accounting and Mathematics. Before coming to CSD, Jessa spent the last four years teaching mathematics at Colorado Mesa University while completing her accounting degree. She is a Colorado native and enjoys spending time outdoors. Jessa is an avid rock climber and coaches at the local climbing gym. In her free time she enjoys rock climbing, kayaking, fly fishing and travelling.

Robert Dyck Robert Dyck, CPA license #17177, joined the firm in 2019. After spending 24 years in the industry, working in both audit and tax departments for both medium and large-sized companies, Rob decided to switch gears and pursue public accounting. He has worked in a few small firms in both Colorado and Idaho over the last several years and is licensed in both states. Rob practices in the areas of personal and business income tax preparation. Away from work he enjoys time in his shop and traveling with his wife.

Kristy Lindquist Kristy Lindquist CPA license #9037405, likes easing clients’ fears about taxes, and says each return tells a unique story of someone’s life. She was born and raised in North Dakota, and in 2010 received her B.A. in economics and business administration from Humboldt State University. She moved to Grand Junction in 2013 and graduated summa cum laude from Colorado Mesa University with a B.S. in public accounting in 2019. Mom to two humans and six animals, Kristy gardens, crafts, and floats the river when she has a few minutes to enjoy extracurriculars.

Professional Staff

Braylee Cassavaugh  Braylee Cassavaugh has been a member of our tax team since 2019 and will graduate with a B.S in accounting from CMU in May. She is a Colorado native, originally from Rangely. The things she likes most about taxes is the puzzle aspect and providing a safe space for clients to discuss their financial goals. Braylee loves spending time with her family, taking road trips, scrapbooking, and planning fun events. When she isn’t doing those activities, she is busy trying to keep her house plants alive (usually unsuccessfully).

Kayce Boney Kayce Boney graduated from Pittsburg State University (Kansas) in 2019 with a B.S. in accounting. Her favorite aspect of being on the tax staff is learning new things every day. Spending time with friends and family, reading, and hiking occupy Kayce in her downtime. She is also a recent newlywed.

Makaylee Cloud Makaylee Cloud is a Grand Junction native and recent CMU grad, with a B.S. in accounting and a minor in business administration. Her favorite thing about taxes is the diversity of tasks and applying critical thinking to her work. In her free time, she spoils her Great Dane with trips to the dog park, attempts DIY projects, and spends a lot of time outdoors.

Matthew Bryson Matthew Bryson joined us from Cedar City, Utah and has a B.S. in accounting from Southern Utah University. As part of our tax staff, he likes to help people with a subject that can have a lot of impact on their lives and families. Aside from studying to be a licensed falconer (handler of birds of prey), Matt enjoys snowboarding, wakeboarding, horse riding with his horse Red, team roping, ATVing, and rifle long-range shooting.