Roxanne Coffelt CPA LLC is a boutique CPA practice small enough to offer exceptional, personalized accounting-related services to small and medium businesses in Indiana and across the United States. We offer value consulting and business valuation services that can be tailored to the needs of your business.
We also offer litigation support services. Do you like your current accountant? No problem, we are happy to work with them and their numbers. Don't like your current accountant? We can do taxes and accounting as well. In addition we are capable of doing most projects entirely virtually.
We also offer litigation support services. Do you like your current accountant? No problem, we are happy to work with them and their numbers. Don't like your current accountant? We can do taxes and accounting as well. In addition we are capable of doing most projects entirely virtually.
Services
As a Certified Valuation Analyst in Warsaw, IN, Roxanne has been trained and demonstrated competency in business valuation. She is certified by the National Association of Certified Valuators and Analysts (NACVA) and is experienced as an expert witness. We do business valuations, calculations of value and reviews of reports prepared by other valuation professionals.
Roxanne Coffelt CPA LLC works with small businesses to help them reach their goals, including:. Our exclusive trademarked Profit Positioning System is custom designed for each client to help them reach their goals, whether that be selling the business, growing the business, or just getting being able to spend more time with family and friends.
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.
As a Certified Valuation Analyst, Roxanne Coffelt CPA LLC offers the following Litigation Support services:. Business valuations - often needed in divorce cases, but also for trust/estate/planning purposes. Experienced - In addition to her CPA designation, Roxanne is also a CVA (Certified Valuation Analyst).
Would you like to understand which areas of your business may be holding back your company's growth? Even better, armed with that knowledge, would you like to know what it will take to grow your company to a size that will ultimately help you achieve your retirement goals? Put another way, when is the last time you took a real vacation, without the need of constantly checking your phone?
Reviews (2)
Adam Hyde
Nov 07, 2021
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20 years ago I ran a small business. A man taught me to do my own taxes for it. With the exception of one year I have always done my own. That was because of a divorce and the ex believed all the ads from a national preparer. I believe by the time all their fees were done we paid over $800. I knew Roxanne would have done better than that but she wouldn't allow it.
I am had to turn to Roxanne twice for help cleaming the children. She is always been very reasonable on the fees and has a knowledge well beyond any of those national preparers. I actually had first female Canadian a couple of them set
I am had to turn to Roxanne twice for help cleaming the children. She is always been very reasonable on the fees and has a knowledge well beyond any of those national preparers. I actually had first female Canadian a couple of them set
Midwest Mutineer
Sep 27, 2020
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Roxanne has helped me solve complicated tax issues with ease and incredible reliability. She's always available, professional, and extremely knowledgeable. She explains the process and the value of my transactions with clarity and answers all of my questions. Would recommend her to everyone for business valuation, tax preparation, and other various accounting needs.
