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.

Business owners: If you’re only reaching out at tax time, you may be missing some valuable insights. Why stop at tax fil...
05/13/2026

Business owners: If you’re only reaching out at tax time, you may be missing some valuable insights. Why stop at tax filings? Let us help you make smarter business decisions year-round — from improving cash flow to navigating economic uncertainty to planning for growth. Please call us at (724) 898-3555 to learn more about how we can support your strategic goals.

A quick payroll review each quarter can help catch small issues before they turn into bigger problems later on.Here are ...
05/12/2026

A quick payroll review each quarter can help catch small issues before they turn into bigger problems later on.

Here are a few things businesses should review regularly:
✔️ Employee information and tax withholdings
✔️ Payroll tax filings and payment deadlines
✔️ Employee classifications and wages
✔️ Overtime calculations and PTO tracking
✔️ Benefit deductions and contributions
✔️ Payroll records and documentation

Staying proactive with payroll can help keep your business organized, compliant, and running smoothly year-round.

Need help managing payroll and bookkeeping? Marsico Financial Group is here to help.

Has administrative complexity discouraged your business from offering a 401(k) plan? Take a look at the safe harbor 401(...
05/12/2026

Has administrative complexity discouraged your business from offering a 401(k) plan? Take a look at the safe harbor 401(k). The employer contribution obligation generally exempts the plan from nondiscrimination testing and other onerous administrative duties. Plus, this plan enables highly compensated employees to max out their contributions and can help attract and retain workers. Typically, employees are eligible to participate if they're age 21 or older and have at least one year of service. Call us (724) 898-3555 for details.

If you have unfiled tax returns, getting back on track may be easier than you think. But the longer you wait, the more c...
05/11/2026

If you have unfiled tax returns, getting back on track may be easier than you think. But the longer you wait, the more costly it becomes. The IRS charges a failure-to-file penalty of 5% per month (up to 25%) of the unpaid tax. There’s also a separate failure-to-pay penalty of 0.5% per month (up to 25%) of the unpaid tax. If both apply in the same month, the combined penalty is generally 5% per month. Returns over 60 days late are subject to a minimum penalty. Filing, even if you can’t pay in full, can reduce penalties and open the door to payment plans or other relief options. Call us at (724) 898-3555 for help.

Happy Mother’s Day to all the incredible moms, grandmothers, stepmoms, and mother figures who do so much for their famil...
05/10/2026

Happy Mother’s Day to all the incredible moms, grandmothers, stepmoms, and mother figures who do so much for their families every day. 💐

Thank you for the love, guidance, hard work, and support you give — often behind the scenes and without recognition.

From all of us at Marsico Financial Group, we hope your day is filled with appreciation, relaxation, and time with the people who matter most.

Happy Mother’s Day! 💚

Want more tips, updates, and behind-the-scenes content from our team?Make sure you're following all of our pages👇Marsico...
05/08/2026

Want more tips, updates, and behind-the-scenes content from our team?

Make sure you're following all of our pages👇

Marsico Financial Group:
🔗Facebook - https://www.facebook.com/marsicofinancialgroup
🔗Instagram - https://www.instagram.com/marsicofinancial/
🔗LinkedIn - https://www.linkedin.com/company/marsicofinancial
🔗TikTok - https://www.tiktok.com/

Marsico Wealth Management:
🔗Facebook - https://www.facebook.com/marsicowealth
🔗Instagram - https://www.instagram.com/marsicowealth
🔗LinkedIn - https://www.linkedin.com/company/marsico-wealth-management-llc
🔗TikTok - https://www.tiktok.com/

We share different content across each platform—from tax tips and financial insights to team highlights and more.

Follow along so you don’t miss anything.

Artificial intelligence (AI) is changing how almost everything is done, including how fraud is committed. For example, a...
05/07/2026

Artificial intelligence (AI) is changing how almost everything is done, including how fraud is committed. For example, a scammer might use AI to generate “deepfake” voices or “spoof” caller ID information to impersonate IRS agents. AI also makes it easier for perpetrators to establish robocall networks. (The IRS always stresses that it will contact taxpayers via U.S. mail about any tax issues. It won’t leave urgent voice messages or threaten arrest.) Fraud aside, the IRS warns against relying on AI-generated responses to complex tax questions. Be sure to verify AI answers by reviewing IRS instructions and crunching any numbers yourself. Better yet, call us at (724) 898-3555 for assistance.

Spring cleaning isn’t just for your home—your finances need it too.Here’s a quick financial refresh checklist to get you...
05/07/2026

Spring cleaning isn’t just for your home—your finances need it too.

Here’s a quick financial refresh checklist to get you back on track:

✔ Organize and store this year’s tax documents
✔ Review your monthly budget and spending
✔ Update any automatic payments or subscriptions
✔ Check in on savings and financial goals
✔ Reconcile accounts and clean up your books

A little cleanup now can save you time, stress, and money later.

If you want help getting everything organized and staying on track year-round, Marsico Financial Group is here to help.

An estate plan helps ensure that your assets are distributed according to your wishes. It also can minimize taxes, safeg...
05/06/2026

An estate plan helps ensure that your assets are distributed according to your wishes. It also can minimize taxes, safeguard your minor children and support your charitable goals. If you haven’t reviewed your estate plan recently, call us at (724) 898-3555. We can help assess whether revisions are needed due to tax law changes or a major life event. If you don’t have an estate plan yet, we can help you get started.

🎉 Happy Cinco de Mayo! 🌮Today is a great reminder that celebrations are even better when you’re financially prepared for...
05/05/2026

🎉 Happy Cinco de Mayo! 🌮

Today is a great reminder that celebrations are even better when you’re financially prepared for them.

Whether it’s planning for the next big event, managing everyday expenses, or thinking ahead for your future, staying on top of your finances makes all the difference.

At Marsico Financial Group, we’re here to help you feel confident about where your money is going—so you can enjoy moments like these without the stress.

Cheers to smart planning and good times! 🍹

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

https://linktr.ee/marsicofinancialgroup

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