Robert Loe CPA

10 tips to get organized in 2010

By Robert Loe | Published: January 11, 2010 – 9:30 pm

1. Set up a file folder to retain tax-related documents that you accumulate during the year.

2. Keep your 2009 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 buy, sell, or refinance any real estate during the year, keep a copy of the closing statement, (HUD 1 statement, settlement statement) in your tax file.

5. If you make non-cash (thrift shop) charitable contributions, keep a record of the date, name of the charity, specific items, amount of contribution and how the value was determined. Please refer to IRS Publication 561 for details on how to determine the value of non-cash items donated to charity.

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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 the historic Lloyd Building in downtown Seattle, the firm has a long-standing history of performance excellence and offers a full range of 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 the states of Washington and Alaska and is capably assisted by a staff of fully qualified accountants.

Our complete range of financial and tax services include:

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