No service fees, just filling fees.
Provided at cost with no additional fees.
** inquire for details & conditions
Meet Our Dedicated Team
Founder & CEO
Mary K Roche
Our Service
Whether you need assistance with reconciling your books, invoicing clients, paying bills, or running payroll, we can provide you with a full solution to your accounting needs. Our team are highly trained, skilled, & educated professionals. We believe in understanding your business needs & customizing a plan that works best for you.
BOOK KEEPING
AP PROCESSING
CFO SERVICES
TAX RETURN
CLEAN UP
SPECIAL PROJECTS
PAYROLL
TAX ADVICE
COST ACCOUNTING
COLLECTIONS
BUSINESS CONSULTANT
FORENSIC ACCOUNTING
See what people are saying...
"As a client of Mary Roche for well over 10 years, I sleep very well knowing that I'm in good hands with Mary as it relates to all my accounting needs . 1st point is a full-service construction management company that operates in upstate
New York. Mary & her firm have helped us grow substantially as well as staying in compliance with all federal as well as local governments. It makes it completely easy for us to provide our customers with full construction management services with ease."
Dino Dixie
CEO & President, 1st Point LLC
"I deeply appreciated the expertise that Mary offered during our complimentary visit and the tax work for my business so much so that I’ve selected Roche Capital Ventures Inc. to represent me in all my business ventures."
Johnathan Stanley
CEO & President, Stanley Protection Services Inc
"When it was time to switch to an S-Corp, I was completely overwhelmed and frightened about the process. I had no knowledge at all! After a consultation with Roche Capital Ventures, I was relieved and well-informed about next steps. Mary is so patient, kind and thorough in explanations about financial topics. She also gave me advice on how to grow my business and I will forever be indebted to her. I refer to Roche Capital Ventures every chance I get!"
Vatrice Chestnut
Chief Relationship Officer, Affinity Media Consulting
"Mary is a dedicated tax professional who has been doing my taxes for years. She is fantastic to deal with and explains everything to me in a way that I can understand. I have referred several of my friends and co-workers to her, and I will keep doing so in the future!"
John Magnarelli
Individual Tax Client
We were initially introduced to Mary through a business partner 5 years ago. From the very beginnings of our startup business, Mary aided our business in filing our monthly sales taxes. She is very knowledgeable, with a substantial background in business accounting and business tax processes. Mary reconciled our business taxes when we fell behind with payments.
Without Mary’s expertise, our assets could have been levied. After closing our business, Mary also assisted us with our personal taxes and ensured our filings were optimal by maximizing our tax deductions. Mary truly is a tax expert with a wide range of tax and accounting knowledge. Mary’s attention to detail and understanding of ever-changing tax laws has saved us thousands of dollars.
Leo Erazo
Individual Tax Client
I have been utilizing Mary Roche’s tax services for the last 5 years and she has been a treasure chest of knowledge and expertise in her field. One of my biggest concerns has always been maximizing tax strategies as a business owner and entrepreneur. I needed to focus my efforts on income-producing activities to grow my insurance and online business platforms. Roche Capital Ventures has filled that gap and taken the weight off my shoulders regarding ongoing tax implications and procedures which have ultimately lowered my tax liabilities.
She is always available to answer questions and discuss record-keeping and filing issues to benefit the client…NOT the IRS. My wife and I have used her services as both a personal and corporate client. Mary has an ongoing awareness of current tax laws and government programs advantageous to business owners and their families. I highly recommend her services and suggest you contact her office to discuss your unique business needs and tax solutions.
Bill Meyer
President, First Family Team Builders
Find a plan that’s right for you.
Bookkeeping Services
Cash or Accural
Automated transaction import from financial instittuions
P&L, Balance Sheet, Cash Flow statements
Monthly Reconcilition
Interactive Financial Package
Handling of Special Transactions - cash payments, reimbursements, etc
Tax Support
Federal Corporate Filing
State Corporate Filing
Federal Personal Filing
State Personal Filing
W-9 Management
W2/W3 & 1099/1096 Filings
Sales Tax Filings
Efiling & extension filings
Accounting/CFO Services
Custom Chart of Accounts
Consolidated Reposrting
Comprehensive A/R & A/P tracking
Support for classes, locations, & departments
Foreign Currency Support
Asset Tracking
Expanded P&L Analytics
Cash Flow Support
KPI Development & Reporting
Budget v Actual Analysis
White Glove /
Premium Services
Reviews - Meetings
Financial Delivery
Priority Support Team
Secure Client Portal & Document Storage
Operational Support
Audit Support
Start Up - Simple
Start Up/ Micro Business revenue up to $250K/ annually
Per month
$750
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50
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Year End
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X - Monthly
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Most Popular- Extra
Growing Business revenues from $250K - $750K/ annually
Per month
$2250
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100
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Monthly
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Year End
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X - Monthly
X - Monthly
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Small Business Enterprise
Growing Business revenue over $750K/annually
Per month
$4750
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Unlimited
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Monthly
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Year End
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X - Weekly
X - Weekly
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Find a plan that’s right for you.
Start Up - Simple
Start Up/ Micro Business revenue up to $250K/ annually
Per month
$750
Bookkeeping Services
Cash or Accrual ✔
Automated transaction import from financial instittuions ✔
P&L, Balance Sheet, Cash Flow statements ✔
Monthly Reconciliation ✔
Interactive Financial Package ✔
Handling of Special Transactions - cash payments, reimbursements, etc - 50
Tax Support - $8k Annual
Federal Corporate Filing ✔
State Corporate Filing ✔
Federal Personal Filing ✔
State Personal Filing ✔
W-9 Management ❌
W2/W3 & 1099/1096 Filings ❌
Sales Tax Filings ❌
Efiling & extension filings ✔
Accounting/CFO Services
Custom Chart of Accounts ✔
Consolidated Reporting ✔
Comprehensive A/R & A/P tracking ✔
Support for classes, locations, & departments ❌
Foreign Currency Support ❌
Asset Tracking - Year End
Adjusted Journal Entries ❌
Cash Flow support ❌
KPI Development & Reporting ❌
Budget v Actual Analysis ❌
White Glove / Premium Services
Reviews - Meetings : X - Monthly
Financial delivery ✔
Priority Support Team ❌
Secure Client portal & document storage ✔
Operational Support ❌
Audit Support ❌
Most Popular - Extra
Growing Business revenues from $250K - $750K/ annually
Per month
$2250
Bookkeeping Services
Cash or Accrual ✔
Automated transaction import from financial instittuions ✔
P&L, Balance Sheet, Cash Flow statements ✔
Monthly Reconcilition ✔
Interactive Financial Package ✔
Handling of Special Transactions - cash payments, reimbursements, etc - 100
Tax Support - $8k Annual
Federal Corporate Filing ✔
State Corporate Filing ✔
Federal Personal Filing ✔
State Personal Filing ✔
W-9 Management ❌
W2/W3 & 1099/1096 Filings ❌
Sales Tax Filings - Monthly
Efiling & extension filings ✔
Accounting/CFO Services
Custom Chart of Accounts ✔
Consolidated Reporting ✔
Comprehensive A/R & A/P tracking ✔
Support for classes, locations, & departments ✔
Foreign Currency Support ✔
Asset Tracking - Year End
Adjusted Journal Entries ✔
Cash Flow support ✔
KPI Development & Reporting ❌
Budget v Actual Analysis ❌
White Glove / Premium Services
Reviews - Meetings : X - Monthly
Financial delivery - X-Monthly
Priority Support Team ✔
Secure Client portal & document storage ✔
Operational Support ❌
Audit Support ❌
Small Business Enterprise
revenue over $750K/annually
Per month
$4750
Bookkeeping Services
Cash or Accrual ✔
Automated transaction import from financial instittuions ✔
P&L, Balance Sheet, Cash Flow statements ✔
Monthly Reconcilition ✔
Interactive Financial Package ✔
Handling of Special Transactions - cash payments, reimbursements, etc - Unlimited
Tax Support - $8k Annual
Federal Corporate Filing ✔
State Corporate Filing ✔
Federal Personal Filing ✔
State Personal Filing ✔
W-9 Management ✔
W2/W3 & 1099/1096 Filings ✔
Sales Tax Filings - Monthly
Efiling & extension filings ✔
Accounting/CFO Services
Custom Chart of Accounts ✔
Consolidated Reporting ✔
Comprehensive A/R & A/P tracking ✔
Support for classes, locations, & departments ✔
Foreign Currency Support ✔
Asset Tracking - Year End
Adjusted Journal Entries ✔
Cash Flow support ✔
KPI Development & Reporting ✔
Budget v Actual Analysis ✔
White Glove / Premium Services
Reviews - Meetings : X - Monthly
Financial delivery - X-Monthly
Priority Support Team ✔
Secure Client portal & document storage ✔
Operational Support ✔
Audit Support ✔
Make an appointment to discuss your needs. We will create a proposal for your review & send via email. We can customize your proposal by adding or removing services to meet your business needs.
NEED HELP? WE GOT YOU COVERED!
Frequently Asked Questions
WHAT ARE YOUR PROFESSIONAL CREDENTIALS?
RCV maintains a staff of experienced licensed CPAs and accountants.
WILL YOU STORE MY TAX INFORMATION? HOW WILL IT BE STORED AND FOR HOW LONG?
RCV stores a copy of your tax return and the working papers to prepare the return electronically for seven years.
We recommend that you keep a copy of your return and original documents for the same time period.
CAN I CONTACT YOU AFTER TAX SEASON IF NEEDED REGARDING MY RETURN?
Whether you have tax-related questions or other finance questions, we encourage you to voice any questions or concerns you may have.
RCV is a wealth of information and we hope to establish an ongoing relationship.
HOW DO YOU KEEP UP WITH THE LATEST TAX LAWS?
Tax laws are always changing. We stay up to date by reading journals, newsletters and by taking continuing education courses as required by our firm.
HOW DO YOU DETERMINE YOUR FEE TO PREPARE MY RETURN? IS IT A FIXED FEE OR AN HOURLY RATE?
We use a hybrid pricing model. We bill at an hourly rate with a fixed minimum fee, meaning we bill the greater of the fixed minimum fee or total hourly charged amount.
DO YOU OUTSOURCE ANY OF YOUR SERVICES?
No, all our tax return and accounting work is completed by firm employees.
WHAT ARE THE BEST WAYS TO SEPARATE MY BUSINESS AND PERSONAL FINANCES?
For small and individual business finances it can be challenging to separate business and personal finances. We recommend keeping separate bank accounts and credit cards. The separate accounts will ensure proper reporting and will help avoid commingling of assets.
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