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State’s Carr Riggs & Ingram part of larger team

Dan Holliday

Dan Holliday

The Jackson office of Carr Riggs & Ingram, LLC serves Mississippi in a local way but has the resources of the larger regional firm. This firm of certified public accountants and business advisors was formed ten years ago with the merger of the Enterprise, Ala., Destin, Fla., and Montgomery, Ala., offices. The Enterprise office is also the corporate headquarters. As partner-in-charge, Dan Holliday manages the 51 employees of the Mississippi office. This team is comprised of seven partners.

“Phyllis Ingram — managing partner in Montgomery — and I collaborated on audit and tax compliance for self-insured workers compensation groups back in the early 1990s when many insurance carriers temporarily pulled back on writing workers compensation insurance in Mississippi and other states,” Holliday said. “Our CRI group in Mississippi consists of the former firms of Davenport, Holliday & Spring, PA; Richard, Sims & Iupe, PLLC; Nancy Smith and Susan Phillips of the Smith, Tewe & Phillips firm; and Joseph May, a former sole practitioner concentrating in the insurance regulatory consulting area.”

Accounting Today magazine’s 2013 Top 100 Accounting Firm Survey ranks CRI as the 28th largest accounting firm in the nation. “Carr Riggs & Ingram currently has offices throughout the Southeastern United States, going as far north as Kentucky and North Carolina, south to Florida and west to Texas,” Holliday said.

Carr Riggs & Ingram primarily works with a number of sectors, including construction; financial institutions; government contracting services; manufacturing; distribution and wholesalers; not-for-profit — including trade associations — and education; engineering; insurance — including regulatory; and government. “The strength of our firm is naturally in the sum of the parts,” Holliday said. “Our local talent, together with the collective experience in the CRI group as a whole, helps the Jackson office as well as other CRI offices to provide the best match of professional resources to help our clients achieve their goals.

“Our professionals offer a deep bench of expertise in each of these industries and to companies of all sizes. From start-up companies to entities with billions in assets and revenue, we have professionals accustomed to serving the unique needs of each.”

He points out that the Mississippi office has much experience in manufacturing, construction, engineering, insurance, governmental and not-for-profit organizations. “Personally, I serve the entire firm as its construction industry line leader where I am charged with assisting our CRI offices with training, financial compliance and consulting services as it involves contractor clients,” he added.

Holliday and the other professionals of the firm keep up with the changing tax codes and regulations with a lot of continuing education. “That’s the best way,” he said, “ but we also employ professionals from universities who are experienced teachers in the tax, financial and consulting areas.”

He says the firm stays reasonably busy at all times of the year, but is similar to most CPA firms in having a traditionally very busy tax season, which is primarily due to the greater number of calendar year-end tax filers.

“I feel like a football coach who’s got more talent than I deserve,” Holliday said. “However, we have been blessed with continuity of outstanding people, resources and clients, some of whom have been part of my career since the 1980s. I think it goes back to the fact that we want to help our clients and our staff achieve their goals in an ever-changing economic environment.”

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