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
Taxing Authorities:
Resources & Links
Loreen E. Huddleston, CPA is happy to coordinate with your trusted professionals in related services, such as financial planning, trust establishment and administration and business start-ups, or you may want to choose from the resources below. While confident that each of these resources will provide great service, Loreen E. Huddleston, CPA cannot be be held responsible for the services they provide.
Trust Attorneys:
Stuart G. Schmidt, J.D., LL.M
Sweeney, Mason, Wilson & Bosomworth
983 University Avenue, Suite 104C
Los Gatos, CA 95032-7637
408-356-3000
email: sschmidt@smwb.com
Linda Carter, Esq.
Law Office of Linda Carter
16450 Los Gatos Blvd., Suite 208
Los Gatos, CA 95032
(408)358-1925
email: lindacarter00@hotmail.com
Chuck S. Fels, CFP, MBA
Ameriprise Financial Services, Inc.
50 W. San Fernando Street, Suite 900
San Jose, CA 95113
408-915-5300, Ext. 330
email: charles.s.fels@ampf.com
Paul J. Lukas, CFM
Merrill Lynch Wealth Management
50 W. San Fernando Street, 16th Floor
San Jose, CA 95113
408-283-3035
email: paul_lukas@ml.com
Financial Planning & Stock Brokers:
James N. Casey
Attorney at Law
1611 Borel Place
San Mateo, CA 94402
650-341-7251
Delbar Jahanian, CMFC
Waddell & Reed Financial Advisors
1999 So. Bascom Ave., Suite 400
Campbell, CA 95008
408-369-9400, Ext. 122
email: jahanian@wradvisors.com
Corporate Resources:
Bradley D. Bosomworth, J.D.
Sweeney, Mason, Wilson & Bosomworth
983 University Avenue, Suite 104C
Los Gatos, CA 95032-7637
408-356-3000
email: bbosomworth@smwb.com
HarAmrit Dhaliwal
Senior Benefits Consultant
EXPERTQUOTE.com
1901 Concourse Dr.
San Jose, CA 95131
408-953-1000
email: amrit@expertquote.com
Leslie Murdock, Claire Martell
Murdock Martell
Finance & Accounting Services
101 Metro Drive, Suite 320
San Jose, CA 95110
408-904-9639
email: lmurdock@murdockmartell.com
