Accounting and Tax Services

We can do almost any service 100% virtually, so we will work with you anywhere in the U.S.


Accounting Services

Coffelt CPA does not offer traditional compilations, reviews or audits. However we do offer some specific accounting services including:

  • Bank Reconciliations (Business)
  • Job costing for manufacturers/construction
  • Fiduciary accounting services (trust/estate/conservatorship)
  • Forensic accounting services
  • Budgets, Business Plans
  • Special projects
  • Choice of entity
  • Strategic Planning
  • PPS Snapshot - A quick look at how your business is performing.

Tax Services

Coffelt CPA prepares a limited number of income tax returns for small businesses and their owners, including sole proprietorships, LLCs, corporations, estates and trusts across Northern Indiana.

"You are worth every penny!",  S.H., tax client

If you have recently had (or anticipate) a change in your financial situation, we can do a tax projection including estimated payments if necessary. We may also be able to help you structure a planned transaction to minimize your tax liability.

Representation Before IRS and Other Taxing Authorities

If you are audited, some firms say, they will go with you to the audit. This is never a good idea because it gives the IRS access to the taxpayer.  A CPA can go to the audit instead of the taxpayer, acting as a liaison between the taxpayer and the IRS. We are experienced in IRS audits

"I don't know what I would have done without you",  J.A., IRS audit client


Business owners – please call today or click here to book an appointment for a free 30 minute consultation.


Book an Appointment



  • Tax Planning Services Indiana
  • Business Evaluation Services Indiana


Certified Public Accountant - Certified Valuation Analyst - Certified Value Builder in Warsaw, IN - Roxanne Coffelt CPA LLC our local area includes Warsaw, Winona Lake, Columbia City, Syracuse, North Manchester, Rochester, Plymouth, Nappanee, Goshen, Wabash, Fort Wayne, South Bend, Mishawaka, Elkhart and the surrounding areas.