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
Income Tax Preparation & Planning for Individuals & Businesses
Services
Trusts and Estates
Business Consulting
Loreen E. Huddleston, CPA, has over 25 years of income tax experience as a Certified Public Accountant, providing expert, affordable services for individuals, trusts and estates, and businesses. Loreen works with "state of the art" software and offers online options, including Online Tax Organizers for continuing clients, as well as Electronic Filing of Federal and California State income tax returns. Loreen also assists clients with direct deposits of tax refunds and electronic payment of taxes.
Tax planning is a large part of Loreen's practice. Recognizing the potential for tax issues is critical to reducing tax liabilities. Clients are encouraged to discuss financial matters with Loreen prior to making important decisions since tax implications are often present, but not always apparent. In discussing financial plans with Loreen, various alternatives are explored to improve overall tax impact.
Loreen provides a variety of services including:
Estate tax planning is another important part of Loreen’s practice. Loreen works with competent estate law attorneys to ensure her clients’ living trusts adequately protect them and their families. Loreen also performs Trust Accountings for Probate Court and serves as a resource for trustees and executors in the administration of a trust or estate, especially after the death of a spouse.
With more than 30 years of experience in business accounting and finance, Loreen consults on business plan preparations, financial analysis and budgets, accounting policies and procedures, accounting software systems, mergers and bankruptcy avoidance. When needed, Loreen turns to her network for additional resources.
IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained on this website was not written or intended to be used (and cannot be used) by any taxpayer for the purpose of avoiding penalties that may be imposed under the U.S. Internal Revenue Code.
