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About Me

About Loreen E. Huddleston, CPA

Loreen E. Huddleston has been a practicing 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 (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.

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.

Education​:

  • San Jose State University, BS Degree,
    Business Administration - Accounting Concentration,
    Very High Honors
  • Continuing Education:
  •       CalCPA Education Foundation
          Golden Gate University, Graduate
          courses in Taxation

Memberships:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants
  • Los Gatos Chamber of Commerce

Volunteer:

  • National Charity League - 2010 to present
  • Leadership Los Gatos Program Graduate
  • Community Emergency Response Training, Los Gatos
  • Accountant, Fundraising Event grossing > $250k yearly
          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