Marsico Financial Group, LLC

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Marsico Financial Group, LLC We are a full-service Accounting firm licensed in PA. We offer a broad range of services for business owners, executives, and independent professionals.

We are affordable, experienced, and friendly. Vince Marsico, CPA - Starting the business in 1976 and now being a full service Certified Public Accounting firm the organization has grown by adding additional services for clients. In addition to being a CPA Vince's licenses include Series 6, 22, 26, 63 and 65 for securities, Life and Health Insurance in addition to Property and Casuality Insurance. In addition he is a Certified Estate Advisor and a Certified Quick Books Pro Advisor. Carole Marsico - A graduate of Carlow College, Carole joined the firm in 1991. Her focus has been managing and developing the Payroll Processing department. In addition to starting the payroll department she also heads up our "Part-time CFO" program for many of our clients.

According to the Federal Reserve, only 54% of U.S. households have saved money in a dedicated retirement plan. Unfortuna...
10/20/2026

According to the Federal Reserve, only 54% of U.S. households have saved money in a dedicated retirement plan. Unfortunately, most people can’t enjoy a secure retirement with Social Security benefits alone. If other priorities have prevented you from investing, contact us at {Phone%}. We can review your income, budget and goals and assist with establishing a retirement savings plan that can help you catch up!

A budget isn't just a list of numbers. It's a plan for where you want to go.Effective budgeting and financial planning c...
10/19/2026

A budget isn't just a list of numbers. It's a plan for where you want to go.

Effective budgeting and financial planning can help you understand your current financial position, prepare for what's ahead, and make informed decisions based on your goals.

Whether you're planning for growth, managing expenses, or preparing for the future, having a clear financial plan can make all the difference.

Eligibility for Achieving a Better Life Experience (ABLE) accounts has expanded to individuals whose blindness or disabi...
10/19/2026

Eligibility for Achieving a Better Life Experience (ABLE) accounts has expanded to individuals whose blindness or disability began before age 46. Until this year, the blindness or disability had to have begun before age 26. As a result, many people who weren’t previously eligible can benefit from these accounts beginning in 2026. ABLE accounts offer tax-advantaged savings for qualified disability expenses. The 2026 contribution limit is generally $20,000. In some cases, 529 plan funds can be rolled over tax-free to ABLE accounts, counting toward the annual limit. Call us at (724) 898-3555 to learn more.

Cryptocurrency holders: Be alert for a new IRS impersonation scam. Fraudsters are mailing fake IRS letters directing rec...
10/16/2026

Cryptocurrency holders: Be alert for a new IRS impersonation scam. Fraudsters are mailing fake IRS letters directing recipients to a bogus “Digital Asset Compliance Portal.” The letters instruct recipients to scan a QR code that leads to a fraudulent website designed to look like IRS.gov. The site may ask for personal information, cryptocurrency wallet details, or exchange account credentials that criminals can use to steal identities or digital assets. If you receive one of these letters, don’t respond. Report any suspicious communication to the IRS immediately. If you have questions about an IRS notice or digital asset reporting, we’re here to help. Contact us at (724) 898-3555.

Friday Financial Fun Fact 💡💳 Before tapping your phone or swiping a plastic card, credit cards looked a little different...
10/16/2026

Friday Financial Fun Fact đź’ˇ

đź’ł Before tapping your phone or swiping a plastic card, credit cards looked a little different.

The first widely used general-purpose credit card was introduced in 1958—and the original cards were made of paper.

Financial technology has come a long way since then!

There are only a few months left in 2026. Have you checked these off your list?✔️ Review your financial statements✔️ Eva...
10/14/2026

There are only a few months left in 2026. Have you checked these off your list?

✔️ Review your financial statements
✔️ Evaluate your budget and cash flow
✔️ Start planning for year-end taxes

Waiting until December can make year-end planning more stressful. Starting now gives you time to make informed decisions.

The gift tax annual exclusion is a simple way to transfer assets gift-tax-free. To qualify, a gift must be of a “present...
10/14/2026

The gift tax annual exclusion is a simple way to transfer assets gift-tax-free. To qualify, a gift must be of a “present interest” — an unrestricted right to the immediate use of the property or the income from it. So a gift to a trust generally doesn’t qualify. But gifts to a trust with a “Crummey” provision can. After each gift to a Crummey trust, beneficiaries receive temporary withdrawal rights lasting at least 30 days. If they don’t withdraw the gift, the amount remains in the trust until distributed in the future according to the trust’s terms. Call us at (724) 898-3555 for details.

Your financial needs don't always fit into one category—and that's why Marsico Financial Group offers a range of service...
10/13/2026

Your financial needs don't always fit into one category—and that's why Marsico Financial Group offers a range of services designed to support businesses, organizations, and individuals.

Our services include:

• Accounting & Bookkeeping
• Payroll
• Tax Preparation & Planning
• Audits
• Budgeting & Financial Consulting
• Grant Administration
• QuickBooks Services
• Nonprofit Accounting

Have a financial need? Let's talk about how Marsico can help.

Navigating tax law isn’t easy. But you don’t have to go it alone. Whether you’re an individual taxpayer or running a bus...
10/13/2026

Navigating tax law isn’t easy. But you don’t have to go it alone. Whether you’re an individual taxpayer or running a business, we can help you find your way through the forest of tax complexities. Call us at (724) 898-3555 to get started.

Estate tax laws are complex, and failing to plan could mean leaving your loved ones with less than what you’d expected. ...
10/12/2026

Estate tax laws are complex, and failing to plan could mean leaving your loved ones with less than what you’d expected. Now is the time to take action by reviewing your estate plan, updating beneficiary designations, and exploring strategies such as gifting or establishing trusts that may help minimize tax exposure. Every situation is unique, and the right approach depends on your family’s needs, assets and long-term goals. Contact us at (724) 898-3555 for assistance structuring your estate in a tax-efficient way.

Address

1018 Pittsburgh Road
Valencia, PA
16059

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+17248983555

Website

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