Market Advisory Group is expanding again with new space and services.
Now, the firm is expanding from its 2,500 square feet there to 4,000 square feet to accommodate new staff and services.
“We are adding tax planning services,” says managing partner Larry Kloefkorn. “The subject of taxes, that scares people sometimes.”
CPA Joshua Cicora, who formerly was with Dean & DeLuca, will advise investment clients on tax issues and offer tax preparation services.
“Tax is a big, complicated piece,” Cicora says. “Not a lot of people understand it.”
Renovations on the office expansion won’t be complete until early December, but Cicora already is working with clients.
“It’s already starting to reap benefits for our clients,” Kloefkorn says.
New clients who don’t use the firm for investments can also hire Cicora for tax help. Investment clients will get his services at a discounted rate.
Also at the firm, Bill Vawter offers advice on Medicare, and Market Advisory Group has also teamed with Eidelman Law Firm for estate planning.
Kloefkorn says tax services were a natural addition.
“We wanted kind of a holistic approach in our firm. This is a big piece of that puzzle.”