Here at Carr, Riggs & Ingram, we bring together functions like auditing*, tax planning, business consulting, forensic accounting, and more. Our goal is to offer a variety of services that you may need to address all aspects of your personal and professional wealth. Over the past 25 years, CRI has expanded to parallel our clients’ evolving needs. This expansion has included incorporating a broad range of portfolios to help us serve you better: Auditwerx*, CRI Advanced Analytics, CRI Capital Advisors, CRI Simple Numbers, CRI TPA Services, Level Four Group®, Paywerx, The Preferred Legacy National Trust Bank, and ProSport Accountants. These portfolio companies work together to collectively help individuals and organizations across a broad range of industries reach their goals. By working side-by-side, our family of portfolio companies are able to provide you with more personalized, holistic advice that checks every box.
Auditwerx* specializes in compliance and attestation* services, including SOC 1, SOC 2, SOC 2+, SOC 3, SOC for cybersecurity, CMMC, and PCI Data Security Standard (PCI DSS) assessments. Auditwerx delivers in-depth reports with tailored results that help organizations grow their business.
With precise, straightforward data, CRI Simple Numbers works alongside entrepreneurs to solve complex financial issues and fine-tune the economic engine of their business by turning actionable insights into sustainable profitability.
Level Four Group delivers the proactive approach to financial advice that today’s market complexity and volatility demand. Because we believe that a team approach helps ensure you receive truly comprehensive advice and solutions, we work alongside your CRI advisor to supplement your wealth management needs. We are changing the way financial advice is delivered to our clients on life’s most important financial decisions.
The Preferred Legacy National Trust Bank’s network of professionals provide a tailored approach to trust and estate administration, investment management oversight, family planning and advisory services, family stewardship and philanthropy, and household finance management. Further executing your strategy by way of our relationships with you and your trusted team of advisors, we can address everything from business planning to real estate advisory services. Whether it be charitable gift giving, or private investment strategy, The Preferred Legacy National Trust is committed to knowing and understanding your family and business dynamics in order to scale our breadth of services to meet the goals of each individual and family.
ProSport Accountants specializes in providing tailored tax and accounting services for professional athletes and entertainers. Our team understands the nuances of the sports and entertainment industry and the complexities of multi-state and international income, offering personalized tax return preparation, accounting, and business management. We focus on maximizing wealth and ensuring compliance with tax laws to secure your financial future. Trust ProSport Accountants—The Tax Pro for the Pros®.