Business Details
41 Years
experience
Trusted Accounting & Tax Services in Seattle, WA
Founded in 1985, Robert Loe & Associates has established itself as a trusted partner in accounting and tax services for businesses and individuals. Our firm, led by Robert B. Loea Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE)serves diverse industries including real estate, entertainment, credit unions, and agriculture. With a commitment to ethical practices, we provide comprehensive solutions such as forensic accounting, estate tax preparation, and litigation support. Roberts extensive background includes roles as a Revenue Field Auditor for the State of Alaska and Washington, as well as teaching at the University of Phoenix. Our teams expertise is complemented by active participation in professional organizations like the American Institute of CPAs (AICPA) and the Washington Society of CPAs (WSCPA).We prioritize client relationships, offering tailored tax planning and compliance strategies to meet unique financial needs. Our litigation support services ensure accurate asset evaluation and forensic investigations, addressing fraud allegations with precision. Over decades, we have built a reputation for reliability, delivering proactive advice that empowers clients to focus on growth while we handle complex financial matters. Our dedication to excellence is reflected in long-standing client partnerships and recognition within the accounting community.
Services
Forensic Accounting
Tax Preparation
Estate Tax Returns
Litigation Support
Fraud Investigations
Details
- Year established: 1985
Highlights and features
- We offer over 35 years of accounting experience in diverse industries.
- Our team includes a Certified Fraud Examiner with forensic expertise.
- We provide tailored tax planning and compliance solutions.
- Our litigation support services ensure accurate asset evaluation.
- We maintain active roles in professional accounting associations.
Associations and certifications
- Certified Fraud Examiner (CFE)
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Washington Society of Certified Public Accountants (WSCPA)
What people say
Always helpful
Priceless knowledge
Proactive information
Stress-free accounting
Objective advice
Services
Forensic Accounting
Our forensic accounting services investigate fraud allegations, asset misappropriation, and financial discrepancies. We provide litigation support, asset tracing, and expert testimony. Clients benefit from our CFE-certified expertise in uncovering financial irregularities and strengthening internal controls.
Tax Preparation
We prepare individual, business, and estate tax returns while offering strategic planning to minimize liabilities. Our services include audit representation and compliance guidance. Clients receive accurate filings tailored to their unique financial situations and industry requirements.
Estate Tax Returns
We handle complex estate and fiduciary tax filings, including Form 706 and state-specific returns. Our team guides executors through compliance requirements, ensuring accurate reporting of assets and minimizing tax burdens for beneficiaries.
Litigation Support
Our litigation support services analyze financial records for legal cases, tracing funds and valuing assets. We assist attorneys in uncovering hidden assets, reconstructing records, and providing expert analysis for court proceedings.
Fraud Investigations
Certified Fraud Examiner-led investigations identify and resolve corporate, government, and private business fraud. We assess internal controls, conduct interviews, and provide actionable recommendations to prevent future misconduct while maintaining confidentiality.
People
Robert B. Loe
CPA, CFE
Robert Loe, founder of Robert Loe & Associates, is a CPA and Certified Fraud Examiner with over 35 years of experience. He specializes in forensic accounting, tax compliance, and litigation support. Robert holds advanced degrees from the University of Washington and Seattle University and has served as a revenue auditor and accounting instructor.
Questions
What accounting services do you offer?
We provide forensic accounting, tax preparation, estate tax returns, litigation support, and fraud investigations for businesses and individuals.
Are you certified in forensic accounting?
Yes, our founder Robert Loe is a Certified Fraud Examiner (CFE) with expertise in fraud detection and investigations.
Do you handle complex tax situations?
Yes, we specialize in complex business, estate, and fiduciary tax filings with strategic compliance planning.
What areas do you serve?
We serve clients in Washington, Alaska, Washington D.C., and the broader Northwest region.
