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| Carr, Riggs & Ingram LLC Notice of Privacy Policy and Practices |
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Carr, Riggs & Ingram LLC recognizes and respects the privacy expectations of our clients. CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax preparation organizers, worksheets, and other documents we use in tax preparation or providing financial services or other forms such as your name, address, social security number, names of family members, assets, liabilities, income and expense.
Information about your transactions with us, our affiliates, or others, such as your account balance, investments, current and prior tax information, and possibly credit card usage.
Information we may receive from a consumer-reporting agency.
Parties to Whom We Disclose Information
We will not disclose any nonpublic personal information about our clients or our former clients to anyone, consistent with our professional confidentiality obligations. However, with your consent, we will disclose information about you and we may be required by law to disclose personal information about you, as for example, in response to a subpoena or court order. Also, we may disclose personal information about you to our affiliated financial planning and investment advisor firms that are owned by partners in the CPA firm. The policy of these firms is that they will not disclose any nonpublic personal information.
We do not share your personal information with companies that perform marketing services.
Protecting the Confidentiality and Security of Current and Former Clients' Information
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Our Locations
Enterprise, AL (Corporate Headquarters)
1117 Boll Weevil Circle
P.O. Box 311070
Enterprise, AL 36331
(334) 347-0088
Birmingham, AL
2100 16th Avenue South
Suite 300
Birmingham, AL 35205
(205) 933-7822
Dothan, AL
2999 Ross Clark Circle
Suite 200
Dothan, AL 36301
(334) 677-9774
Geneva, AL
1204 West Magnolia Avenue
P.O. Box 206
Geneva, AL 36340
(334) 684-2266
Montgomery, AL
7550 Halcyon Summit Drive
Montgomery, AL 36117
(334) 271-6678
Destin, FL
4460 Legendary Drive
Suite 100
Destin, FL 32541
(850) 837-3141
Mary Esther, FL
151 Mary Esther Boulevard
Suite 301
Mary Esther, FL 32569
(850) 244-8395
Marianna, FL
4267 Lafayette Street
P.O. Box 1606
Marianna, FL 32477
(850) 526-3207
Niceville/Bluewater Bay, FL
4502 Highway 20 East
Suite A
Niceville, FL 32578
(850) 897-4333
Orlando, FL
1031 West Morse Boulevard
Suite 200
Winter Park, FL 32789
(407) 644-7455
Panama City, FL
2583 Huntcliff Lane
P.O. Box 149
Panama City, FL 32404
(850) 785-6153
Panama City Beach, FL
14101 Panama City Beach Parkway
Suite 200
Panama City Beach, FL 32413
(850) 784-6733
Tallahassee, FL
1713 Mahan Drive
Tallahassee, FL 32308
(850) 878-8777
Tampa Bay, FL
2111 Drew Street
Clearwater, FL 33765
(727) 446-0504
Atlanta, GA
4360 Chamblee Dunwoody Road
Suite 420
Atlanta, GA 30341
(770) 457-6606
Jackson, MS
282 Commerce Park Drive
P.O. Box 2418
Ridgeland, MS 39158
(601) 853-7050
Nashville, TN
3011 Armory Drive
Suite 190
Nashville, TN 37204
(615) 665-1811 |
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