Clients and Friends,

To start, we hope that you and your family are healthy and doing well. These are challenging and unpredictable times for us all. As mentioned in our previous communication, the safety and health of our partners, staff, clients, families, and the communities in which we live and work are and will always be our top priority.

We understand that this is a busy time of year and one in which our clients communicate more frequently with their advisors. We want to assure you that our CRI professionals remain available to assist you with your current needs, from tax planning to compliance. The methods by which you communicate with your advisor may differ, but the same level of quality delivered by the professionals you know and trust will remain the same.

In our last communication, we let you know that we’ve formed a cross-functional team of professionals to construct preparedness plans to ensure continuity of services to our clients, as well as to keep our clients informed of the latest changes as they push down from the federal government. In that regard, we have compiled various COVID-19 Resources on our website, and we will update these with information as things change. Our CRI professionals are continuously monitoring these updates, both at the federal and state levels, and we aim to communicate their impacts to our client base as the official guidance is determined.

In the interest of “social distancing,” as recommended by the CDC and federal government, to help limit the transmission of COVID-19, we suggest the following in regards to your tax situation:

  • Many institutions offer 1099s, 1098s, K-1s, etc. for electronic download. If you have not already done so, you may want to research this online option with your institution.
  • If you have electronic downloads of required filing forms, please remember that CRI offers ShareFile, an option for transferring your information to your CRI advisor securely. Check out our ShareFile FAQ here.
  • Please let your CRI professional know via email if you need a ShareFile link to upload your documents, and we will happily send you one.
  • Should you have multiple items to send to your advisor, we request that you summarize those in a spreadsheet and send via email or ShareFile.
  • If you still prefer to meet with your advisor, please call or email them beforehand to coordinate the meeting. Some of our advisors are working remotely and may need to plan ahead. Thank you in advance for your cooperation in this matter! You can find the location phone number here.

The steps taken to protect our professionals and our clients in helping slow the transmission of this virus will not impede our ability to continue to meet your needs. Our firm is open, and we are focused on you and your business.

We will communicate with you regularly, and we invite you to explore our resources and follow the latest developments at If you have any questions or concerns, please do not hesitate to reach out to your CRI professional.

Thank you for allowing us to serve you. We are proud to work with you as we navigate this trying time together.

Stay well,

William H
. Carr
Managing Partner
Carr, Riggs & Ingram, LLC