Experience Counts

Licensed in two states, Connie serves a diverse mix of clients. She serves as head of the firm’s Tax Department and 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.

In 2018, Connie was also recognized as a top finalist for 2018 Waco Chamber ATHENA Leaders Award, which celebrates exemplary leadership to a local professional who has demonstrated excellence, creativity, and initiative in their profession.

Education

Iowa Wesleyan College, Mt. Pleasant, Iowa
BA Degree in Accounting

Certification

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       

Meals on Wheels, Current President, Board of Directors
Caritas, Board of Directors, Past Treasurer, Past President
TXCPA Central Texas Chapter, Past President

Contact

Email: Connie_Berry@jrbt.com

Direct: 254-761-1630

Main: 254-776-4190