Rex Crandell | Estate Planning

Rex Crandell

Rex Crandell | Rex Crandell

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Firm Summary

Meet Rex Crandell, he has been in the tax and accounting profession since 1976.

He has many years of experience in bookkeeping, accounting, financial statement preparation, audits, reviews, and consulting. He has prepared thousands of income tax returns, from simple to the most complex, including: individuals, businesses (small & large), partnerships, S and C corporations, limited liability companies, estates, trusts, non-profits, homeowner associations and sales tax and payroll reports. He prepares business financial statements that are compiled, audited or reviewed. Rex Crandell represents taxpayers before the IRS, Franchise Tax Board, Employment Development Department, and the State Board of Equalization. He works with multi-year non-filer taxpayers and tax collection problems. He also does special tax research assignments and renders written tax opinions for unusual situations. Business owners seek his advice on business management and operational issues by using his business consulting services for innovative solutions. He helps train and supervise clients’ bookkeepers with their responsibilities. Rex Crandell enjoys providing Comprehensive Construction services to assist families with the orderly transfer of assets between generations. The Construction services frequently include the preparation of a Revocable Living Trust, a Last Will & Testament, a Durable Power of Attorney for Financial Management and an Advance Health Care Directive to Physicians. Mr. Crandell also assists trustees and executors with their Estate Administration responsibilities that normally is the time from when there has been a death in the family until all the assets of the estate have been distributed in strict accordance with the wishes of the decedent. Construction can also include assistance with Asset Protection to preserve the assets for the intended beneficiaries. Rex Crandell has been a guest speaker for several civic, social and professional organizations on the topics of income taxation, financial & construction. He is an avid reader of technical materials.

Professional Credentials
C.P.A. Certified Public Accountant
M.B.A. Masters Degree in Business Administration, Columbia Pacific University
B.S. (Law) Bachelor of Science in Law, Northwestern California University, School of Law
J.D. Juris Doctorate in Law, Northwestern California University, School of Law
B.A. Bachelor of Arts Degree in Accounting and Management, San Francisco State University
A.A. Associate of Arts Degree in Business, Diablo Valley College
A.T.M. Able Toastmaster over 26 years experience in Toastmasters International Public Speaking Group
Licensed Tax Preparer California Tax Education Council, CTEC #A014853 & bonded
Licensed Real Estate/Mortgage Broker
Member California Society of CPAs
Member of the State Bar as a California Attorney
Enrolled to represent taxpayers before the IRS, US Tax Court, and state agencies
Enrolled to practice before the California Superior and California Supreme Courts
Enrolled to practice before US District Court – Northern District, California
Enrolled to practice before the US Court of Appeals for the Ninth Circuit
Panel Attorney for the Aircraft Owners and Pilots Legal Services Plan
Member of the American Association of Attorney-Certified Public Accountants, Inc.
Member of the Contra Costa Bar Association
Member of the San Francisco Bar Association
Licensed Notary Public of the State of California
Adult Education Teaching Experience: computer applications; bookkeeping and accounting; general business; aeronautics and aviation; income tax preparation; data processing; small business management
Computer consultant for accounting software packages (including Quicken, QuickBooks, and Peachtree) for all types of business applications – general ledger, accounts receivable, payroll, job cost, etc. Also Windows, Microsoft Office, Word, Excel, Timeslips, and more
Seminar speaking experience presenting advanced taxation seminars to other practitioners, including tax updates, new laws, tax research, and computer application