1300 Lawrence Road
Havertown, PA 19083
Active Member
of the
Certified QuicksBooks
Installation & Training
Useful Links
Member Firm of
Peer Review Program
Internal Revenue Service (IRS)

PA Department of Revenue

NJ Department of Revenue

DE Department of Revenue

Philadelphia Revenue Department

Social Security Administration

U.S. Department of Commerce
Printable Forms
Certified QuicksBooks Installation & Training
As a QuickBooks Certified ProAdvisor, we are prepared to implement your professional bookeeping software.

We manage the installation, customization and training as needed for your company personnel. We also support software upgrades to ensure proper functionality.
Tax Deadlines
and Details
Personal Tax Return Preparation & Submission
To provide you with greater efficiency in preparing your personal tax returns, we recommend the following steps which will help save you time and expense.

  • Complete the Client Tax Organizer as thoroughly as you can

  • At one time, scan your completed organizer along with all of your supporting tax documents and notes (W2 Forms, Bank, Mortgage,Stock & IRA Statements, other incomedetails, expenses breakdown, etc.)

  • Save your scanned documents as a PDF file.

  • Email your PDF file of scanned documents to
Copyright © 2015. Carroll, Pagano & Associates, P.C. l  1300 Lawrence Road, Havertown, PA 19083  l  610-853-2030  l  l Web Design by Intuitive Contact Inc. -
Conveniently located in Delaware County, PA, we serve individuals and business clients throughout the Greater Philadelphia area and beyond.