Loreen E. Huddleston
Certified Public Accountant
Creative, Cost-Effective, Competent Accounting Services
Specializing in Strategic Tax Planning & Preparation for Individuals, Businesses and Trusts
236 N. Santa Cruz Ave, Suite 236, Los Gatos, CA 95030 Phone: 408-395-1012 Fax: 408-395-7012 email: loreen@huddlestoncpa.com
About Loreen E. Huddleston, CPA
Loreen E. Huddleston has been a praciticing Certified Public Accountant for more than 25 years. She began her career as an auditor in one of the "Big Eight" public accounting firms, Touche Ross & Co. (now Deloitte), before starting an income tax practice with her mother in 1987. Loreen consulted with corporations in a variety of industries while continueing Mom retired from the partnership in 2001 and Loreen has been a sole practitioner ever since. Loreen stresses strategic planning and forecasting as an essential component to financial success in personal finance, as well as business.
Loreen is committed to serving her clients' needs, whether it is individual income tax, estate or retirement planning or business challenges. Understanding a client's financial situation in both personal and business is key to recognizing potential tax-saving and planning opportunities.
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Education
- CalCPA Education Foundation, Continuing Education
- Golden Gate University, Continuing Education in Taxation
- San Jose State University, Bachelors of Science, Business Administration & Accounting Concentration, Very High Honors
Memberships
- California Society of Certified Public Accountants
- Los Gatos Chamber of Commerce
Volunteer
- National Charity League - 2010 to present
- Leaderhip Los Gatos Program Graduate - 2010 - 2011
- Community Emergency Response Training, Los Gatos - 2008
- Accountant, Fundraising Event Netting >$175K Annually - 2004 to 2011
- Community Advisor, Junior League of San Jose - 2002 to 2007
- Chairperson, Accountant, Treasurer and Committee Member for various charitable organizations and fundraising events - 1998 to Present
