Caradoc Crandall

Current Employers

Employment History

• 01/2022 → 10/2022
  Hosler Wealth Management
  Prescott, AZ
• 12/2021 → Present
  Crandall Tax Consulting Pllc
  Tucson, AZ
• 10/2021 → 12/2021
  Mansperger, Patterson & Mcmullen, Plc
  Tempe, AZ
• 03/2018 → 10/2021
  Sc Audit & Accounting Solutions, Llc
  Prescott, AZ
• 01/2022 → 10/2022
  Commonwealth Financial Network
  Prescott, AZ
• 12/2022 → Present
  Cpa Tax Service Pllc
  Tucson, AZ
• 12/2022 → Present
  Prestige Wealth Pllc
  Tucson, AZ
• 11/2022 → 03/2023
  Cpa Solutions
  Prescott, AZ
• 07/2023 → 10/2024
  Avantax Investment Services Inc.
  Tucson, AZ
• 07/2023 → 10/2024
  Avantax Advisory Services
  Tucson, AZ
• 07/2023 → 10/2024
  Avantax Insurance Agency, Llc
  Tucson, AZ
• 10/2024 → 08/2026
  Lane Brothers Investment Counsel
  Prescott, AZ
• 10/2012 → 05/2018
  Amangiri Resort
  Big Water, UT
• 09/2024 → Present
  Sc Audit & Accounting Solutions, Llc
  Prescott, AZ
• 08/2026 → Present
  Allen Financial Partners
  Prescott, AZ

Previous Registrations

• 2023-07-27 → 2024-11-29
  Avantax Advisory Services
  Prescott, AZ
  Prescott Valley, AZ
  Tucson, AZ
  Dallas, TX
• 2022-09-27 → 2022-11-08
  Commonwealth Financial Network
  Needham, MA

Other Businesses

1) PRESTIGE WEALTH PLLC POS: Member NATURE: To provide tax clients and general wealth clients with strategies and financial advice that is appropriate for their particular situation. To assist them in increasing their wealth and reducing their taxes. Services include pension or qualified plans, annuities and other retirement options. Alternative investments when appropriate. Financial planning. INVESTMENT RELATED: Yes # OF HRS: 80 SECURITIES TRADING HRS: 80 START DATE: 12/11/2022 ADDRESS: 7182 E Night Watch Way, Prescott Valley AZ 86314, United States DESC: 1. Discovery of the clients wants and needs and strategies that would be appropriate for them. 2. Working with clients to develop wealth strategies and providing recommendations to meet those strategies. 3. Providing quotes for insurance products or offering detailed information on how the particular strategy would impact their tax situation and the long-term wealth effects of the strategy. 4. Hand-off the administrative side of the selected product to my administrative team to complete any applications, etc. to be completed. 5. Follow up with the client to be sure they are happy with the recommendation and the performance of the product. 2) CPA TAX SERVICE PLLC/ SC AUDIT & ACCOUNTING SOLUTIONS LLC. SC Audit & Accounting has purchased CPA Tax Service 9/16/2024. Acting as a contractor until official employment post-acquisition. POS: Member Shareholder and Tax Director NATURE: Income tax return preparation, Accounting and Bookkeeping, Payroll and Payroll Tax Services, Advisory Services. INVESTMENT RELATED: No # OF HRS: 80 SECURITIES TRADING HRS: 40 START DATE: 12/11/2022 ADDRESS: 7182 E Night Watch Way, Prescott Valley AZ 86314, United States DESC: 1. Prepare and review income tax returns.2. Request additional information needed from clients.3. Go over prepared returns and results of clients.4. Review bookkeeping and payroll reporting.5. Complete tax planning activities for clients.6. Review personnel time sheets and work performed and provide performance reviews and feedback. 7. Make hiring and termination decisions regarding employees and employment opportunities. 3) CRANDALL TAX CONSULTING PLLC POS: Member NATURE: Holding Company for CPA Tax Service, PLLC and Prestige Wealth, PLLC. Pays employees for both companies as needed. Files payroll reports. Reports all taxable activities of CPA Tax Consulting and CPA Tax Service and Prestige Wealth in a consolidated income tax return (S-Corp). Provides consulting/contracting activities to other firms, currently only contracted with SC Audit & Accounting Solutions, LLC. Holds IRS registered EFIN on behalf of CPA Tax Service. INVESTMENT RELATED: No # OF HRS: 20 SECURITIES TRADING HRS: 20 START DATE: 12/23/2021 ADDRESS: 7182 E Night Watch Way, Prescott Valley AZ 86314, United States DESC: All operations details from #4, and would include preparation of tax returns, reviewing of tax returns, filing of tax returns, tax planning and research activities and client communication. 4) INDEXED ANNUITIES SALES POS: Financial Professional NATURE: Sales of indexed annuities INVESTMENT RELATED: No # OF HRS: 5 SECURITIES TRADING HRS: 5 START DATE: 01/05/2024 ADDRESS: 4400 E. Broadway Blvd, #600-K, Tucson AZ 85711, United States DESC: 1. Meet with Clients2. Describe Indexed Annuities Investments including the pros and cons3. Document client meeting4. Determine client suitability using REG BI5. Fill out Annuities Application

Exams

• S66 Uniform Combined State Law Examination
  2022-09-23

Other Names

• Doc Crandall
• Caradoc James Crandall
• James Crandall
• C James Crandall