2023 Filing Season Notes:
I am excited to announce that my cousin-in-law, Mary Mendes, has graciously agreed to assist with the preparation of individual 1040's this year. Mary is an enrolled agent with over 25 years experience. Having worked with the larger CPA firms in Portland, her wealth of knowledge will be a welcome addition this tax season. Please add firstname.lastname@example.org to your contacts in the event she reaches out to you with questions.
There are a few different ways to get your tax documents to me:
How to send your tax data:
Client Center Upload
If you are a new client, I can provide access to Onvio Client Center, a secure data sharing portal. Client Center allows you to upload your tax return data. Within Client Center you will also have the ability to access your tax returns from year to year at any time. To set up Client Center, I need your email address (and your spouse's email if applicable). See the link to your Client Center login near the beginning of this page.
Mail / Drop Off
You may mail your documents to my box located at Mail It 4 U in Bath, the mailing address:
Peter M Tetreault, EA
10 State Road Box 274
Bath, ME 04530
Mail It 4 U also accepts your documents during business hours and places them in by box. For more information on Mail It 4 U business hours click here
In Person Appointment
Tired of Zoom? Complex tax issue? Schedule a time to meet in person. Time is allotted to prepare a draft of 2023, discuss 2024, and address any questions you may have. There are additional fees for in person meetings. To schedule an appointment please call or email: