Tax Planning and Preparation Services

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

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.  As a CPA, Roxanne can go to the audit instead of the taxpayer, acting as a liaison between the taxpayer and the IRS.


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

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


Get in touch with Roxanne Coffelt CPA LLC, Certified Public Accountant for Tax Planning and Preparation Services.  We work in the cloud, so we serve clients all across the United States. Locally here in Northern Indiana we serve: Warsaw, Winona Lake, Columbia City, Syracuse, North Manchester, Akron, Rochester, Plymouth, Nappanee, Goshen, Wabash, Fort Wayne, Mishawaka, Elkhart, South Bend and more.