Marsico Financial Group, LLC

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.

Did you request an extension to file your 2025 individual federal income tax return? If so, you have until Oct. 15, 2026...
09/04/2026

Did you request an extension to file your 2025 individual federal income tax return? If so, you have until Oct. 15, 2026, to file it. But if you have the tax-filing information you need, you may want to file now. There’s no advantage to waiting until the deadline. If you owe tax, the IRS offers short- and long-term payment plans, as well as installment agreements, to taxpayers who qualify. It’s important to act quickly if you owe because any amount that was due April 15 accrues interest until the balance is paid. Call us at (724) 898-3555 if you need help filing your extended return or have questions regarding your current tax situation.

Friday Financial Fun Fact 💡Did you know the first U.S. income tax was introduced during the Civil War to help fund the w...
09/04/2026

Friday Financial Fun Fact 💡

Did you know the first U.S. income tax was introduced during the Civil War to help fund the war effort?

Tax history is pretty interesting when you look back at where it all started!

A new month is a great opportunity to check in on your financial goals and make sure you're on track for the rest of the...
09/02/2026

A new month is a great opportunity to check in on your financial goals and make sure you're on track for the rest of the year.

With just a few months left in 2026, now is a good time to review your budget, financial records, tax planning, and goals before year-end arrives.

Need help getting your finances in order? Marsico Financial Group is here to help.

Roth IRA and Roth 401(k) accounts help you save for retirement with after-tax dollars. Both accounts grow tax-free, and ...
09/02/2026

Roth IRA and Roth 401(k) accounts help you save for retirement with after-tax dollars. Both accounts grow tax-free, and distributions are also tax-free if you meet certain conditions. However, higher earners may be ineligible to contribute to a Roth IRA. Income limits don’t apply to Roth 401(k)s, which also allow higher annual contributions. If you’re unsure where to put your retirement savings, contact us at (724) 898-3555 for more information on the tax considerations.

Do you know the difference between IRS liens and levies? A federal tax lien arises when you fail to pay taxes after rece...
09/01/2026

Do you know the difference between IRS liens and levies? A federal tax lien arises when you fail to pay taxes after receiving an IRS bill or notice. It’s a legal claim against your property, including real estate and other assets, which can affect your ability to secure credit or complete financial transactions. A levy may be the next step if your debt remains unresolved. The IRS can seize assets — such as wages or bank funds — to satisfy the debt. In short, a lien protects the IRS’s interest, while a levy enforces collection. If you receive collection notices, don’t ignore them! Acting quickly can help open the door to resolution options. Call us at (724) 898-3555.

Tax planning isn't just for spring.Many of the best tax-saving opportunities happen throughout the year—not when you're ...
08/31/2026

Tax planning isn't just for spring.

Many of the best tax-saving opportunities happen throughout the year—not when you're filing your return.

Planning ahead can help you:
✔️ Reduce your tax liability
✔️ Improve cash flow
✔️ Avoid surprises
✔️ Make informed financial decisions

The sooner you start planning, the more options you may have.

Let's work together to prepare for a successful year-end.

Last Thursday, our Marsico team gathered at Zottola’s for our annual End of Summer Bash! It was a great evening of good ...
08/31/2026

Last Thursday, our Marsico team gathered at Zottola’s for our annual End of Summer Bash! It was a great evening of good food, good company, and plenty of laughs as we enjoyed time together outside of the office.

This year’s celebration was even more special as we also took a moment to celebrate 50 years of Marsico Financial Group! 🥂

We’re grateful for the people who make Marsico what it is and for the clients and communities who have been part of our journey since 1976.

Here’s to a great summer, 50 years of Marsico, and many more memories to come! 💛

Whether you’re a first-time homebuyer or a long-time homeowner, mortgage interest may save you taxes. If you itemize ded...
08/31/2026

Whether you’re a first-time homebuyer or a long-time homeowner, mortgage interest may save you taxes. If you itemize deductions rather than claim the standard deduction, interest you pay on mortgage debt to buy, build or substantially improve a primary or second home generally is deductible. Points paid related to your primary residence may also be deductible. Beginning in 2026, mortgage insurance premiums potentially can be deducted as mortgage interest. The $750,000 debt limit for most mortgage debt incurred after Dec. 15, 2017, is now permanent. Contact us at (724) 898-3555 to discuss your tax situation.

Scholarship awards can provide significant financial relief to families of college-bound students. Most, but not all, of...
08/28/2026

Scholarship awards can provide significant financial relief to families of college-bound students. Most, but not all, of the awards are tax-free. To qualify for tax-free status, scholarships must meet three criteria: 1) The student must be a degree candidate at an eligible educational institution, 2) the award must be used to pay for tuition and fees, books, and certain supplies (not room and board or travel), and 3) the award can’t represent wages for teaching or research. Many graduate student awards have employment compensation components, so they may be taxable. Also, taxable scholarship money could potentially be subject to the “kiddie” tax. Contact us at (724) 898-3555 for more information.

Friday Financial Fun Fact 💡Modern accounting is built on a system that's stood the test of time.Double-entry bookkeeping...
08/28/2026

Friday Financial Fun Fact 💡

Modern accounting is built on a system that's stood the test of time.

Double-entry bookkeeping helps ensure every transaction is accurately recorded, making financial records more reliable and easier to reconcile.

It's one of the reasons businesses can confidently track their financial performance today.

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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