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Loreen E. Huddleston, CPA provides a wide range of services to individuals and businesses in a variety of industries. I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Professional services include:

Tax Planning & Preparation Services

At Loreen E. Huddleston CPA, I guide my clients through a full range of tax planning and preparation decisions with strategies that work to minimize tax liabilities, maximize cash flow and keep you on track to your financial goals. My expertise, experience, tools, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I can help you make sense of your receipts, bills and notices.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Loreen E. Huddleston CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to ensure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones have fewer complications to deal with during a time of loss.

Financial and Retirement Planning

Loreen E. Huddleston CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. I can work with you to guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Loreen E Huddleston CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and I can help you to take the proper steps to reach your goals.

IRS Representation

Professional representation can be vital during an audit and my experience dealing with tax authorities enables me to guide clients in their dealings with federal and state agencies. If your return has been selected for audit, the professional representation you can find with my firm can put many of your worries at bay. I am ready and willing to assist you to answer any and all questions the IRS may be asking of you.

Entity Selection and Restructuring

Your business entity has a large impact on your personal taxes and other liabilities. From your company's inception through its growth and development, Loreen E. Huddleston CPA can advise you on choosing an entity type and later restructuring, if necessary. With my knowledge and expertise, you will be assisted in selecting the most advantageous entity type for the functions your business performs.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Loreen E. Huddleston CPA can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. I can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With my help and guidance, you will be more assured of your finances and ready for future challenges. I can also assist with personal budgeting and cash flow management, which can present different, yet profound challenges.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for the various possible outcomes. Loreen E. Huddleston CPA combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and manage spending. Forecasting for the future is imperative to your company's success. I make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, this work can range from top-level reports to detailed financial models.

Debt and Finance Advising

Whether your needs are corporate or personal, Loreen E. Huddleston CPA can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, my expertise may be able to save you money and/or lower your payments.

Business Consulting

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.

International Taxation

My experience with the taxation of U.S company doing business abroad and residents working abroad as well as foreign corporations doing business in the U.S. or foreign citizens working in the U.S. has provided me with a base of knowledge in the area of international taxation.

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