Tax Service Personnel

Principals

Kathy White Kathy White, CPA license #0014245, is treasurer and director of income tax services for our firm. She joined the firm in 1991 and practices in the area of individual and business income tax preparation, estate planning and business consulting.  She has been a CPA since 1992. Kathy graduated with a BS in Accounting from Mesa State College. Kathy currently serves on the board of directors of the Small Business Incubator Center and the Colorado West Estate Planning Council.  She is also a member of the Grand Junction Horizon Sunrise Rotary Club. Kathy enjoys reading and traveling.

Orville Petersen Orville Petersen, CPA license #0013246, vice-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, 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, received her BS degree in Accounting from Mesa State College in 2003. She was born in Grand Junction and lived here her entire life. Previous to CSD she worked for Rosemary Beckwith and Associates, CPA for 11 years. 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.

Terry LaCount Terry L. LaCount, practiced as a CPA 1975-2017,  and is a native of Grand Junction. He has a Masters Degree from the University of Northern Colorado and a Bachelor of Science in Economics from the University of Colorado. He has been an accredited Financial Planning Specialist since 1985. Terry previously served on the Board of Directors of St. Mary's Hospital Foundation and is past President of the Boards of Brownson Memorial Fund, Western Slope Chapter of Colorado Society of CPAs, and Grand Mesa Sertoma. Terry enjoys hiking, camping and recreational reading.

Managers

Don Overmeyer Don Overmeyer graduated with a B.S. in accounting from Mesa State College. After college he went to work briefly in the corporate sector as an accountant for Meadow Dairies (Beatrice Foods Company). Since 1980, he has done small business accounting and tax preparation. Don enjoys the outdoors, and looks forward to annual elk hunting excursions.

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.

Senior Staff

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.

Professional Staff

 Jorge Pantoja a native of Durango, Mexico; moved to Colorado in July of 2010. Jorge graduated from Colorado Mesa University in 2016 with a BS in Public Accounting and a BBA in Finance. Jorge is a member of the Western Latino Chamber of Commerce in town. He enjoys spending his free time playing soccer, watching movies, and hanging out with friends.

Andrew Burris Andrew Burris graduated from Colorado Mesa University in 2017 with a Bachelor’s in Accounting and a Master’s in Business Administration. He is a board member of the Grand Junction Baseball Umpires Association and officiates high school football and umpires high school and college baseball. Andrew also enjoys cooking, fishing, and riding bikes as well.

Jessa Taylor Jessa Taylor 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