Business Details
41 Years
experience
Expert Accounting & Forensic Services in Seattle
Robert Loe & Associates was founded in 1985 with a commitment to sound money management and ethical accounting practices. Our firm serves businesses and individuals across diverse industries, including mortgage brokers, entertainment, real estate, retail trade, professional services, nonprofits, credit unions, and agriculture. Led by Robert B. Loe, a Certified Fraud Examiner (CFE) and CPA licensed in Washington, Alaska, Hawaii, and Washington D.C., we combine decades of experience with specialized expertise in tax preparation, forensic accounting, and litigation support. Our team provides comprehensive services ranging from estate tax returns to fraud investigations, ensuring compliance and strategic financial guidance. With a focus on client relationships, we offer personalized solutions tailored to the unique needs of each organization and individual. Our work extends to audit engagements, regulatory compliance, and reconstructing financial records, even in complex or sensitive cases.We prioritize transparency, professionalism, and proactive communication, helping clients navigate tax obligations, resolve disputes, and mitigate risks. Recognized for our contributions to the accounting profession through peer review programs and committee work, we maintain memberships in prestigious organizations like the AICPA, ACFE, and WSCPA. Our dedication to excellence has earned the trust of long-term clients, including A Better Network and The Rhizome Collaborative, who rely on our expertise to support their growth and financial stability. Whether addressing delinquent tax returns, conducting forensic investigations, or preparing for audits, we deliver actionable insights and reliable representation to achieve optimal outcomes for our clients.
Services
Tax Preparation
Forensic Accounting
Fraud Investigations
Litigation Support
Estate Tax Returns
Details
- Year established: 1985
Highlights and features
- We offer 35+ years of experience in accounting and fraud examination.
- Our team includes a Certified Fraud Examiner and CPA licensed in four jurisdictions.
- We provide litigation support and asset evaluation for complex cases.
- Personalized service tailored to industries like real estate, nonprofits, and credit unions.
- Proven track record with long-term clients like A Better Network.
Associations and certifications
- AICPA
- ACFE
- WSCPA
What people say
Priceless knowledge
Proactive information
Personalized solutions
Long-term trust
Strategic guidance
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, businesses, estates, and trusts, including Form 1040, 1065, 1120, and 706. Our services cover federal and state income tax returns, ensuring compliance with evolving regulations. Clients benefit from strategic tax planning to minimize liabilities and maximize refunds.
Forensic Accounting
Our Certified Fraud Examiner investigates financial discrepancies, asset misappropriation, and fraud allegations. We conduct field investigations, analyze financial records, and reconstruct destroyed documents to uncover fraudulent activities. This service supports corporations, government agencies, and legal teams in resolving complex cases.
Litigation Support
We assist in legal disputes by evaluating assets, tracing funds, and identifying hidden accounts. Our team works with attorneys to provide expert testimony and detailed reports on financial irregularities. Services include bank account analysis, securities tracking, and asset valuation for litigation purposes.
Estate Tax Returns
We specialize in preparing U.S. Estate Tax Returns (Form 706) and fiduciary income tax returns. Our expertise ensures compliance with estate and transfer tax regulations across multiple states. Clients receive guidance on minimizing tax burdens and navigating complex beneficiary requirements.
Fraud Investigations
We conduct thorough investigations into suspected fraud, including payroll discrepancies, embezzlement, and financial statement manipulation. Our process includes evidence collection, internal control assessments, and reporting to stakeholders. Services are tailored to corporate, nonprofit, and government clients.
People
Robert B. Loe
Founder & CPA
Certified Fraud Examiner with 35+ years of experience in accounting, fraud investigations, and tax compliance. Holds CPA licenses in four jurisdictions and serves on WSCPA committees. Specializes in forensic accounting and audit engagements.
Questions
What accounting services do you offer?
We provide tax preparation, forensic accounting, fraud investigations, estate tax returns, and litigation support for businesses and individuals.
Are you certified in fraud examination?
Yes, founder Robert B. Loe is a Certified Fraud Examiner (CFE) with expertise in fraud investigations since 2003.
Do you handle complex tax situations?
Yes, we specialize in complex cases including delinquent returns, IRS audits, and multi-state estate tax filings.
What industries do you serve?
We work with mortgage brokers, real estate, nonprofits, credit unions, entertainment, and professional services industries.
Can you assist with forensic investigations?
Yes, we conduct forensic audits, asset tracing, and financial record reconstruction for litigation and fraud cases.
