Connie S. Berry, CPA

ConnieBerry Resized

Business Experience
Licensed in two states, Connie serves a diverse mix of clients. She is experienced in tax planning and compliance for individuals, partnerships and corporations. She also has a strong working knowledge of estate, fiduciary and nonprofit taxation. Her strengths include dealing with corporations with complex state and international tax issues, as well as serving as the firm’s expert on fiduciary (trust) matters.

Iowa Wesleyan College, Mt. Pleasant, Iowa
BA, Accounting, 1995

Certified Public Accountant
licensed in Texas and Georgia

Professional Associations

  • American Institute of CPAs
  • Texas Society of CPAs
  • Heart of Texas Estate Planning Council

Community Involvement

  • Caritas, Board of Directors (November 2013-Present); Treasurer (2015); President (January 2016 to Present)

Direct: 254.761.1630
Main: 254.776.4190

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5400 Bosque Blvd Suite 500 Waco, Texas 76710

Office Hours:
Monday through Friday 8am to 5pm
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