Roxanne Coffelt

About Roxanne Coffelt

Roxanne is a Certified Public Accountant (CPA) with over 30 years of experience in the field of accounting. Roxanne specializes in helping small business owners improve operations and company value. More importantly, she also provides tax preparation services and is someone you want to hire if you are facing an IRS or state tax audit. If you or your company is under audit or an examination, reach out to Roxanne today.

Tax Agencies Serviced

Federal Tax Agencies

Internal Revenue Service

State Tax Agencies

Indiana Department of Revenue

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Recommended by Marc Adams

Current Co-Worker | Nov 2, 2021

Roxanne and I are colleagues. We consult on a number of maters. She specializes in business valuations and I appreciate being able to 'pick her brain' when I need that expertise.

Roxanne is a pleasure to work and communicate with. I appreciate our collaborative efforts.

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Problem Experience

Tax Audit or Examination
Past Due Tax Return
Unfiled Returns - No Balance

Tax Audit or Examination
Unfiled Tax Returns

Solution Experience

Business Tax Preparation
Audit Representation
Estate (Fiduciary) Tax Preparation
Gift and GSTT Tax Preparation

Business Tax Preparation
Audit Defense & Support

Tax Types Serviced

Income Tax Gift Tax/GST Tax Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Limited Liability Companies S-Corporations Estates Trusts

Professional License & Designations

Professional Licenses

State/Federal

CPA

Indiana 3/2/2009 Active

Related Work Experience

Job Title	Company	Location	Work Duration
Business Owner / CPA	Roxanne Coffelt CPA LLC	Warsaw, Indiana	Sep 2017 - Present
Tax Manager	Haines, Isenbarger & Skiba LLC	Warsaw, Indiana	Nov 2016 - May 2017
CPA, CVA	Owens & Company	Warsaw, Indiana	Dec 2005 - Dec 2016
Owner	Roxanne Coffelt CPA (Sold to Scott Rhodes CPA in 1999)	Des Moines, Iowa	Jun 1993 - Jun 2002
Tax Preparer	Ernst & Young	Des Moines, Iowa	Dec 1990 - Apr 1993

Education

Educational Institution	Degree	Graduation Year
Drake University	Bachelor's Degree	1986

Associations & Memberships

Associations or Memberships	Position	Duration
Breakfast Optimist Club	Member	2019 - Present
National Association of Certified Valuators and Analysts (NACVA)	Member	2010 - Present
Indiana CPA Society	Member	2009 - Present