Robert Loe CPA

Robert Loe & Associates is an independent CPA firm dedicated to the tenets of sound accounting and the time-honored traditions of ethical, principled money management. Located in lower Queen Anne in Seattle, the firm has a long-standing history of performance excellence and offers accounting and tax services to businesses and individuals. Serving the Northwest and beyond, the firm's clients include complex business organizations, professional corporations, individuals, non-profit organizations, estates, and trusts.

Robert Loe is licensed as a CPA in Washington, Alaska, Hawaii, and Washington D.C., and is capably assisted by a staff of fully qualified accountants.

Services Include:

  • Individual Income Tax Return Preparation including State Returns
  • Business Income Tax Return Preparation
  • Auditing & Financial Statement Preparation
  • Accounting Services
  • Forensic Accounting & Fraud Investigations
  • Estate Tax Returns & Fiduciary Income Tax Returns
  • Representation before Taxing Authorities
  • Preparation of Delinquent Prior Year Income Tax Returns
  • Litigation Support Services

The latest from The Loe Down

10 tips to get organized this year

1. Set up a file folder to retain tax-related documents that you accumulate during the year. 2. Keep your income tax return in a safe location so it may be easily retrieved if you need it during the year. 3. Keep track of business, charitable, and medical mileage by using a logbook. 4. If you […]

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Comparison, New and Old Tax Law

As we enter the new year, there are several new tax situations to make note of. Some of these affect us immediately while others will have more implications down the road. A couple of items to consider this year are the new tax rates (the tax brackets are adjusted each year to attempt at keeping […]

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The IRS “Dirty Dozen”

The IRS “Dirty Dozen” is a list of twelve of the most recorded scams that the IRS is aware of and has been combating against. Taxpayers should be aware and cautious of these scams throughout the year. Identity Theft: The IRS continues to aggressively pursue the criminals that file fraudulent returns using someone else’s Social Security […]

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QSEHRA: 2017 Small Business Health Option

(Keep in mind, any information here is not meant to be used for anything other than general information purposes and especially not meant to be legal advice). Back in December of 2016, a new piece of legislation was passed called the 21st Century Cures Act. For the most part, this benefited pharmaceutical companies by allowing […]

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Tax Preparer Checklist

A Checklist of Items to do when choosing a Tax Preparer and reviewing their work. Taxpayers should choose their tax return preparer wisely because taxpayers are responsible for all the information on their income tax return no matter who prepares the return. Check the Preparer’s Qualifications. Use the IRS Directory of Federal Tax Return Preparers […]

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