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.

A summer job is a great way for teens to earn extra cash, but it also comes with tax responsibilities. Anyone with self-...
06/18/2026

A summer job is a great way for teens to earn extra cash, but it also comes with tax responsibilities. Anyone with self-employed income over $400, such as earnings from mowing lawns or babysitting, must file an income tax return and may owe self-employment tax. If a teen works for an employer that withholds payroll taxes, the filing threshold is higher: $16,100 for 2026. In this case, the teen usually won’t owe income tax and may receive a refund if taxes were withheld. Call us at (724) 898-3555 with questions.

Starting in 2026, the tax rules for the personal casualty loss deduction are changing. While the deduction remains limit...
06/17/2026

Starting in 2026, the tax rules for the personal casualty loss deduction are changing. While the deduction remains limited mainly to disaster-related losses, eligibility is expanding beyond federally declared disasters to include certain state-declared disasters. Because the rules are complicated and additional limits apply, review your situation with us. We can help determine whether you’re eligible for a casualty loss deduction. Contact us at (724) 898-3555.

06/17/2026

In part 1 of our bookkeeping series, we’re answering one of the questions we hear most often... Why do businesses outsource bookkeeping?

We discuss the common challenges business owners face when managing their books, the reasons many companies choose to outsource, and the biggest benefits they notice once bookkeeping is taken off their plate.

If bookkeeping has become one more thing on your never-ending to-do list, watch this video to learn why outsourcing bookkeeping may be a smart move for your business!

The stepped-up basis rules can reduce capital gains tax for family members who inherit your assets. Under these rules, w...
06/16/2026

The stepped-up basis rules can reduce capital gains tax for family members who inherit your assets. Under these rules, when your loved one inherits an asset, its tax basis is “stepped up” to its fair market value at the time of your death. If the heir later sells the asset, he or she will owe capital gains tax only on any appreciation after your date of death, rather than on the entire gain since you acquired it. Investment accounts, business interests, real estate and personal property are among the assets affected by the stepped-up basis rules. Call us at (724) 898-3555 for details.

It’s almost never too late to start planning for retirement. Whether you already have large 401(k) or IRA balances or ar...
06/15/2026

It’s almost never too late to start planning for retirement. Whether you already have large 401(k) or IRA balances or are starting from scratch, we can help craft a strategy that reflects your personal situation and addresses your goals. So start thinking about what’s important to you: Building a big nest egg, reducing income tax liability, something else … We’re here to help make it possible!

Summer is the perfect time to relax, recharge, and make memories with family and friends—but it's also a good opportunit...
06/15/2026

Summer is the perfect time to relax, recharge, and make memories with family and friends—but it's also a good opportunity to stay on top of your financial health.☀️

Before you head out on vacation, consider taking a few minutes to:

✔️ Review your budget and upcoming expenses
✔️ Check in on cash flow and savings goals
✔️ Organize important financial documents
✔️ Plan ahead for any major purchases or seasonal spending
✔️ Make sure tax and payroll deadlines aren't overlooked

A little preparation now can help prevent financial stress later and keep your plans on track throughout the rest of the year.

Whether you're managing a business or your personal finances, staying proactive can make all the difference.

Enjoy your summer—and don't forget to give your finances a quick check-in, too.😎

Friday Financial Fun Fact 💡Businesses that review their financial reports monthly tend to make faster, more informed gro...
06/12/2026

Friday Financial Fun Fact 💡

Businesses that review their financial reports monthly tend to make faster, more informed growth decisions.

When you have a clear picture of your cash flow, expenses, and profitability, you're better equipped to identify opportunities, address challenges, and plan for the future with confidence.

At Marsico Financial Group, our bookkeeping and accounting services help business owners stay on top of their numbers so they can focus on growing their business—not sorting through spreadsheets.

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a...
06/11/2026

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a vessel with sleeping, cooking and toilet facilities could qualify as a home for the mortgage interest itemized deduction. Itemizers may also be able to deduct eligible state and local sales tax paid on a boat, subject to applicable limits. Vessels used in bona fide businesses, such as charter fishing or sightseeing, can generate deductible business expenses. Before assuming your boat delivers tax savings, contact us at (724) 898-3555 to learn more. We can help determine your vessel’s eligibility and provide guidance on substantiating any write-offs.

06/10/2026

Most business owners didn't start their company because they wanted to spend hours managing bookkeeping.

As businesses grow, keeping up with invoices, expenses, payroll, and financial reports can quickly become overwhelming. That's why many business owners choose to outsource their bookkeeping.

In this first video, we're introducing some of the biggest reasons clients make the switch—including saving time, improving accuracy, and gaining confidence in their financials.

A strong bookkeeping system isn't just about staying organized. It's about having the information you need to make better business decisions and focus on growing your company.

Watch the video to learn more.

An IRS levy is a legal action that allows the agency to seize your property to pay a tax debt. This can include taking f...
06/10/2026

An IRS levy is a legal action that allows the agency to seize your property to pay a tax debt. This can include taking funds from your bank accounts, garnishing your wages or claiming other assets, such as your car or house, to cover your tax balance. Levies don’t happen without warning. They generally happen after multiple notices and missed deadlines. Additionally, the IRS must send you a Final Notice of Intent to Levy and give you the right to request a hearing. If you receive notice of a levy, don’t ignore it! Acting quickly may help you prevent or release a levy. We’re here to help. Call us at (724) 898-3555.

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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