About Loreen E. Huddleston, CPA

Loreen E. Huddleston has been a practicing Certified Public Accountant for more than 35 years. She began her career as an auditor in one of the "Big Eight" public accounting firms, Touche Ross (now Deloitte), before starting an income tax practice with her mother in 1987. While building the tax practice, Loreen continued to consult with small businesses in a variety of industries, performing budgeting, forecasting, accounting system implementations, as well as in day-to-day responsibilities as interim CFO and Controller for various small companies. Loreen has been a sole practitioner, continuing to build and expand client services, since 2001. Loreen stresses strategic planning and forecasting as essential components to financial success in personal and business finance.

In July of 2022, Loreen moved to the Central Coast of California. She continues to serve her clients via Zoom, telephone and email. Technology is such that documents can be uploaded to a secure portal. Because of this, Loreen does not accept tax documents via email. Sending documents through the USPS is a fine option, too.

Loreen is committed to serving her clients' needs, whether it is income tax, estate and retirement planning, trust administration and accounting, or assisting small businesses and start-ups with the unique challenges they face. Understanding a client's financial situation in both personal and business is key to recognizing potential tax-saving and planning opportunities. Contact Loreen to discuss how she can assist you.