Partners

Layne has been a Certified Public Accountant for over 20 years. These years have included working with one of the largest international firms, a local firm, and as a sole practitioner. He has also worked around ten years providing CFO and controller services in the manufacturing, construction, retail, and service industries.

Layne has extensive experience in all areas of attestation services including auditing, reviews, and compilations. He has prepared hundreds of financial statements for internal and third party use. In addition, he has experience in process analysis and design, work flowcharting, and in determining the proper accounting software for businesses. Layne has broad experience in tax planning and return preparation for individual, partnership, limited liability company, and corporation entities.

Layne Peterson

CPA, CEO

Nick first started in the accounting field in 2003 working under a Certified Public Accountant. Since that time, he joined an accounting team as a staff accountant for a Toyota dealership, and later became the Senior Accountant for NP Accounting Services in 2006 for five years. Nick has served a full year term as a Campus Ambassador for Utah Valley University representing the UACPA (Utah Association of CPAs). Nick currently holds a Bachelor of Science Degree in Accounting and was at the top of his class, frequently being listed on the Dean’s List and has been accepted into the business-world’s honors society: Beta Gamma Sigma.

Currently Nick consults with accounting firms accross the state of Utah on best principles for combining investments with tax strategies.  Nick Peterson is an Investment Advisor Representative and Registered Representative with CoreCap Investments Inc.

Meet Nick
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Nick Peterson

Accounting Associate, Financial Advisor

Staff

Desiree Shafer

Desiree Shafer

Accounting Associate

Desirée first started working in accounting in 1992. She is a graduate of BYU. She worked as a staff accountant with Xactware where she also headed up a team to help create an accounting software for construction and insurance companies. Desirée spent a couple years doing accounting work in her own practice. She has extensive experience in real estate accounting. Over the last few years, she has turned her focus to tax accounting. She is currently working on her EA. She enjoys spending time with her family and loves snorkeling and camping.

Rollo Peterson

Rollo Peterson

Accounting Associate

Rollo has worked in the tax preparation field for the past seven years. Currently Rollo is one of Peterson & Associates CPA, Inc.’s seasonal income tax return preparers. He worked for Layne Peterson, CPA for three years prior to working with Peterson & Associates CPA, Inc.

Kristi Shafer

Kristi Shafer

Accounting Associate

Kristi studied travel and tourism through Steven’s Henagar Business College which has led to many years as a travel consultant. While living in California she managed a large travel agency in Century City and Beverly Hills. Her clientelle included several high profile music and movie production accounts. This led to an opportunity to change directions when she started doing corporate travel exclusivly for a large law firm in downtown Los Angeles. Since California, Kristi has succesfully opened and sold a successful travel agency in in Utah.
Kristi joined the team at Peterson and Associates in 2014 as an accounting associate. Currently she assists in processing income taxes, accounting, payroll, wealth management and life insurance applications.
Al Harris

Al Harris

Accounting Associate, Financial Advisor

Al Harris is a licensed Investment Advisory Representative with the Financial Group at Strongbrook. He graduated first in his class from the Woodbury School of Business at Utah Valley University with a bachelor’s degree in Business Management and an emphasis in Entrepreneurship and Business Development.