ENTERPRISE, AL – Top 20 CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has named 18 new partners.
“At CRI, we understand that the future of this profession is determined by younger generations and how we choose to invest in them. This is why CRI emphasizes a culture that surrounds the development and mentorship of these individuals who will be the future leaders of this firm,” stated Bill Carr, managing partner and chairman of CRI. “It’s exciting to welcome these talented individuals to partnership within CRI. I’ve had the opportunity to witness many of their careers unfold for years while they’ve contributed to the success of our firm. With this new class of partners offering so much raw talent, I look forward to seeing what we will be able to accomplish together.”
New Partners from Atlanta, Georgia:
With more than 20 years of financial and business consulting experience, Sam Clark, CPA, CITP, CGMA, has had the opportunity to work in the industry as both a Controller and as a CFO. He is able to provide relevant and timely advice and assistance to business owners with their internal controls, periodic reporting, forecasting, and strategic planning. Sam’s focus is offering services for small to medium-sized closely-held businesses in industries such as construction, service, manufacturing, distribution, and technology.
Bill Dukes, CPA, has over 12 years of experience providing tax research, planning, and compliance services to individual, corporate, and partnership clients within a variety of industries. He is well-versed in consolidations and multi-state issues in various industries such as construction, manufacturing, and distribution. Additionally, Bill also has expertise in representing clients in areas of controversy and disputes with the Internal Revenue Service.
With over 13 years of experience in auditing, consulting, and mergers, Jeff Hawkins, CPA, has made his main focus to consult clients in a way that will lead them to success. Working with industries such as manufacturing and distribution, Jeff uses his vast experience to deliver beyond his clients’ expectations. He serves these industries and clients such as staffing companies and health and fitness centers with services like business consulting, employee benefit plan audits, and financial statement audits.
New Partner from Birmingham, Alabama:
With more than 12 years of audit and consulting experience, Andrew Waits, CPA, has spent countless hours ensuring that his clients reach their fullest potential. He specializes in financial statement audits, preparation, and agreed upon procedure engagements, as well as reviews and compilations. Andrew enjoys working with a variety of different sizes of municipalities, local governments, and school boards.
New Partner from Corpus Christi, Texas:
With over 10 years of experience, Setal Patel, CPA, provides tax services to clients in a broad range of industries including agribusiness, hospitality, and oil and gas. Her expertise is comprised of tax compliance and consulting services for closely-held businesses and individuals. Setal has committed her career to ensuring that her clients reach prosperity in their businesses.
New Partner from Destin, Florida:
With over 12 years of experience, Jonathan Hartness, CPA, CAM, specializes in condominium and homeowners’ associations and community development districts. In his time at CRI, Jonathan has completed countless audits, reviews, compilations and tax returns for condominium and homeowners’ associations, as well as hundreds of audits of community developer districts. Additionally, he is a licensed Community Association Manager by the state of Florida.
New Partner from Enterprise, Alabama (Corporate):
With more than 12 years of information technology (IT) experience, Tyler Mills, CISSP, CISA, MCTS, HCISPP, CCSFP, QSA, has had the opportunity to work with a number of clients on their IT projects and needs. In each audit or assessment, Tyler’s role has encompassed projects like security, penetration testing, social engineering testing, access, change control, and disaster recovery testing and review. His focus deals closely with industries such a financial institutions and healthcare organizations.
New Partner from Gainesville, Florida:
With more than 20 years of experience, April Shuping, CPA, CGFO, has become known for providing governmental accounting, auditing, budgeting, forecasting, financial statement preparation and analysis, as well as process improvement and project management. April serves an array of different industry client groups, including not-for-profit organizations and governmental entities. Her specialty aligns with local governments, including municipalities and counties.
New Partner from Jacksonville, Florida:
With over a decade of experience, Dana Alexander, CPA, CITP, has had the opportunity to serve a wide range of clients throughout Northeast Florida. Her focus is performing financial statement audits and attestation and assurance services to nonprofit organizations. She is also known for working with employee benefit plans—defined contribution and defined benefit plans—and privately-held companies in industries like construction, services, and manufacturing.
New Partners from New, Orleans:
With more than 17 years of experience in public accounting, Alicia Bantaa, CPA, CGMA, has developed a specialization in the real estate industry. She is known for working with programs that qualify for federal and state tax credits—programs like low-income housing tax credit (LIHTC), historic rehabilitation tax credit (HTC), new markets tax credit (NMTC), and Opportunity Zone tax incentive. Alicia supports her client base with audits, cost certifications, accounting, tax advisory, and preparation of financial projection models.
With more than a decade of experience in the public accounting industry, Jose Aponte, CPA, has had the opportunity to work with clients in both the greater New Orleans area and the Southeastern United States region. He has led engagement teams in audits, agreed-upon procedures, and other assurance projects for a number of different healthcare entities, local governments, and not-for-profit organizations. Jose’s expertise also extends into attest and consulting services for a variety of industries.
New Partner from Raleigh, North Carolina:
Drawing on more than a decade of experience, David Amiss, CPA, CVA, focuses on tax compliance and consulting, as well as tax planning to provide clients a thorough approach to their accounting needs. He works alongside businesses of all sizes, specializing in the manufacturing, construction, and insurance industries. In addition to tax, David is a Certified Valuation Analyst which allows him to better assist clients reach their maximum potential whether they are just starting up, seeking to grow, or exiting the business.
New Partner from Oneonta, AL:
With more than 21 years of experience, Jonathan Thomas, CPA, CGMA, provides a variety of accounting and auditing services to healthcare providers in the southeast. He has extensive experience with skilled nursing facilities, assisted living, home health, and continuing care retirement communities with value-added services that include financial statement preparation, cash flow management, Medicaid and Medicare reimbursement, and cost report preparation. Jonathan also provides services to private companies, nonprofit entities, and governmental hospital boards.
New Partner from McAllen, Texas:
With over 15 years of accounting and auditing experience, Aaron Rios, CPA, has deep roots in south Texas and has had the opportunity to serve clients in the Rio Grande Valley area for a number of years. He specializes in audits of employee benefit plans, governmental entities, and nonprofit organizations. Additionally, Aaron has expertise in audits of financial aid programs under Title IV.
New Partners from Palm Beach Gardens, Florida:
With more than 15 years of experience, Stephanie Murray, CPA, works with her clients to offer them tax compliance and consulting services. She works closely with a range of high net-worth individuals, their families, as well as closely-held entities. Stephanie specializes in individual taxation, estate and trust taxation, and wealth transfer planning.
With more than 20 years in the industry, Joe Risse, CPA, is able to offer his clients an abundance of both accounting and auditing experience. He serves clients in industries like construction, manufacturing and distribution, and nonprofits—including private clubs. His expertise extends into areas such as financial statement audits, reviews, and compilations, employee benefit plan audits, and business consulting.
New Partner from Stuart, Florida:
With more than 13 years of industry experience, Joyce Ruggeri, CPA, has been providing her clients with corporate, partnership, individual, and fiduciary taxation services. Her expertise extends into areas like tax planning, tax compliance, and tax consulting, as well as complex tax returns for high net-worth individuals. Joyce is also able to provide controllership assistance to businesses in a variety of different industries.
New Partner from Tallahassee, Florida:
Daniel Rodriguez, CPA, QKA, QPA, has over a decade of experience working on retirement plan design to best fit the needs and goals of his clients. He specializes in employee benefit plans and third-party administration for 401(k) plans, 403(b) plans, and defined benefit plans. Daniel enjoys providing compliance and best practice support for each and every client in industries such as healthcare, nonprofits, and more.