Robert Loe CPA


At Robert Loe & Associates, we approach our clients’ taxes from a broad stroke perspective. More than just tax form preparation, our staff attends to the big and small pictures that impact our clients’ financial lives. As a full service firm, we prepare a complete range of tax forms that reflect basic income tax return needs. From there, we can assist with tax planning and identifying the effects of transactions on future taxes. In the event of an audit, we provide representation before taxing authorities. Our full range of preparation services includes:

  • Form 1040 – U.S. Individual Income Tax Return
  • Form 1041 – U.S. Income Tax Return for Estates and Trusts
  • Form 1065 – U.S. Partnership Return of Income
  • Form 1120 – U.S. Corporation Income Tax Return
  • Form 1120S – U.S. Income Tax Return for an S Corporation
  • Form 706 – U.S. Estate Tax Return
  • Form 709 – U.S. Gift Tax Return
  • Form 990 – Return of Organization Exempt from Income Tax
  • Form 990PF – Annual Return for a Private Foundation
  • Washington (and other states) Estate and Transfer Tax Return
  • All state income tax returns
  • Non-filed (delinquent) returns

Are you ready to take the next step but not sure how? Click here to learn more about preparing for your appointment.

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