Robert M. Heaton, CPA/PFS, CFP®
Certified Public Accountant
Ph. (319) 266-6507 Ext. 101
Bob has been a certified public accountant since 1975 and a Certified Financial Planner™ since 1987. He was a partner in the certified public accounting firm, Heaton Adams and Company, PC for 28 years. On July 1, 2014, he formed Cedar Valley Tax and Accounting, LLC where serves as managing member.
Bob is a member of the American Institute of Certified Public Accountants and the Iowa Society of CPAs. In 1995 Bob received the Public Service Award from the Iowa Society of CPAs.
He is licensed as a CPA with Iowa, Oklahoma and Arizona.
Bob has served as president of the Waterloo Chamber of Commerce; was co-founder of both Cedar Valley Hospice and Silos and Smokestacks; served as elder of Westminster Presbyterian Church; served a term on the Waterloo Community Schools Board of Directors; and chaired the Waterloo Airport Commission. He is a graduate of Iowa State University.
Ph. (319) 266-6406 Ext. 102
Connie earned her Bachelor of Science degree in Accounting from Quincy University and began working in accounting in 1980. In 1988 she joined the certified public accounting firm, Heaton Adams and Company. On July 1, 2014, Connie became a partner with Bob Heaton when he formed Cedar Valley Tax and Accounting LLC.
Connie prepares monthly, quarterly and annual financial statements and payroll reports for clients. As the accounting and income tax fields have evolved over the years, so has accounting and tax software. Connie works with many CVTA clients implementing & supporting their bookkeeping software.
Connie has served on the St. Edward’s School Board and as treasurer for the Cedar Valley Youth Soccer Association.
Director of First Impressions
Ph. (319) 266-6507
Sue is here to greet our clients with a smile and a coffee before they begin their appointment with Bob or Connie. She enjoys the tax and financial planning environment after many years of clerical and data entry experience in the medical field.