Oregon Association of Tax Consultants Home Page


Join OATC


Click the button to download the OATC New Member Application

Apply for membership now!


GROUP SERVICES ORDER

CLICK to open the 2014 Group Services Order Form in a new browser window

Submit late orders directly the OATC Office



June-July 2014
OATC Oregon News

CLICK to open a copy of the June-July 2014 OATC newsletter in a new browser window

Now available in the Members Only section of the Web site.



State Links

July 2014 Edition

Links to all Personal Income Tax Publications

Online copy of the 2013 Oregon Department of Revenue Publication 17-1/2 "Individual Income Tax Guide"

Oregon State Board of Tax Practitioners Web site

State of Oregon Corporation Division

Oregon Taxpayer Advocacy Rep.

Sign Up for the ODR Revenews Email list...

ODR Tax Practitioner Liaison (TPL) Meetings learn more...


Federal / IRS Links

PTIN Enrollment now open. CLICK to learn more

ACA Information Center for Tax Professionals. CLICK to learn more

Basic Tools for Tax Professionals - Information You Need to File Returns for Your Clients

Online copy of 2013 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2014

Key Messages for Tax Pros

IRS Tax Forums Online (past Forum seminars)

Pub. 3891: a practitioner address directory for individual income tax forms.

E-file Services

Social Security Administration



get acrobat reader


Need a free copy of the latest Adobe® Reader® ?



OATC Portland Metro 2014 Supplemental Update (7 hrs CPE)

The Portland Chapter of OATC brings you a full day of power speakers:

  • Brian Wozniak - IRS and John Blakeman - IRS - 3 hours
  • Sophia Sakoff - Oregon Department of Revenue - 2 hour
  • Diane Childs - Oregon Identify Theft - 1 hour
  • Mary Pinero - City of Portland Revenue Bureau - 1 hour
WHEN: Saturday, January 3, 2015   9:00 am - 5:00 pm
WHERE: Holiday Inn (Portland Airport)
 Columbia Conference Center
8439 NE Columbia Blvd. (map)
 Portland, OR
COSTS:: FREE for NEW OATC members
$45   OATC Member
$100  Non-OATC Member
$10    Optional lunch buffet

Add:
$25     for registration/payment postmarked after 12/27/14
$25      additional for registration/payment at the door

CLICK HERE to open/download the registration materials.


Oregon Association of Tax Consultants

OATC FEDERAL AND OREGON UPDATE 2014
(6-8 hrs CPE)

Whether you are a new preparer or an experienced professional, there are many changes effective this year that have direct impact on how you are advising clients and preparing their 2014 tax returns. Are you ready?

Join us for a valuable, comprehensive overview of significant legislative and changes, changes to Forms, a review of new and expiring provisions, a summary of new IRS and Oregon Department of Revenue guidance, and much more. Get not only the latest breaking news on year-end changes but also discussion of related techniques and approaches to take into your tax season. This year's Presenters are:

Peter Bunce, CPA
Peter is a CPA based in Bend, Oregon who specializes in complex tax and accounting issues for businesses and individuals. In addition to assisting clients with their compliance needs, Peter advises clients on strategic tax and business planning concepts, as well as assisting them with the preparation of financial statements. Outside of busy season he travels throughout Oregon lecturing at continuing education seminars on a variety of tax subjects.

Rick Davey, EA, LTC
Rick Davey is an Enrolled Agent and a Licensed Tax Consultant based in Gresham, Oregon. He has been preparing taxes since 1981. Rick's experience as a manager of a large tax practice has given him exposure to a broad range of small businesses and their issues.

Speakers from the Oregon Department of Revenue will be teaching an additional 2 hours of Oregon Update at the Bend, Springfield, Salem, and Wilsonville locations. Classes will begin one hour earlier and end one hour later at those locations. Please register early to get a seat!

To receive the lowest price for early registration, you must register by December 19th. Please note that OATC members in good standing, as of the day of the seminar, are entitled to a $40 promotional member discount. If you have misplaced or haven't received your discount code for this seminar, please contact the OATC office.

Date Peter Bunce Rick Davey
Mon, Jan 5
8am - 5pm
BEND  
Red Lion Inn
1415 NE 3rd Street
Bend, OR
Contact: Kristi Dummitt 
qbstax@gmail.com
 
Wed, Jan 7
8am - 5pm
  SPRINGFIELD
Springfield Elks Lodge
1701 Centennial Blvd.
Springfield, OR
Contact: DeeDee Pigeon
info@ddsbookkeeping.com
Fri, Jan 9
8am - 5pm
  SALEM
Chemeketa CC Conference Ctr
626 High Street NE, Room 6
Salem, OR
Contact: Dea Williams
williamsod@wvi.com
Wed, Jan 14
8am - 5pm
  WILSONVILLE
Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E
Wilsonville, OR
Contact: Jim Verrastro
jimv@jts1040.com
Thur, Jan 15
9am - 4pm
  BEAVERTON
Double Tree by Hilton Hotel
15402 NW Cornell Road
Beaverton, OR
Contact: Larry Cozad
LCozad2@msn.com
Sat, Jan 17
9am - 4pm
PENDLETON
Pendleton Library
502 SW Dorian Ave.
Pendleton, OR
Contact: Cathy Johnson
cathy@silvercreekteam.com
GRESHAM
Mt. Hood Comm. College,
Room 1710
26000 SE Stark Street
(Off Pkg. Lot Y)
Gresham, OR
Contact: John Bell
johnbell@helpontaxes.com
Mon, Jan 19
9am - 4pm
KLAMATH FALLS
Washington Federal Conference Center
5215 S. 6th Street
Klamath Falls, OR
Contact: Vickie Baker protaxsolutions@msn.com
Tues, Jan 20
9am - 4pm
MEDFORD
Scottish Rite Temple
3581 Lear Way
Medford, OR
Contact: Wayne Underhill
agtax.wayne@charter.net
 
 

Back to the top...


FROM THE OATC EXECUTIVE DIRECTOR

  • OATC Tax Preparer Scholarship Available – Do you know someone who wants to be a Tax Preparer, but may not have the necessary financial resources? There is a scholarship offered by the Oregon Association of Tax Consultants to help someone in financial need prepare for and take the state licensing test. For more information, call Linda Musson at the OATC office 503-726-0100.

Back to the top...


Do You Speak A Language Other Than English?

from an email sent by the Board of Tax Practitioners

Dear Licensees,

The Board of Tax Practitioners often receives calls from consumers asking if we know of a tax preparation business that offers services in languages other than English. The Agency is developing a list of tax preparation businesses that offer such services.
If your business offers tax preparation services in other languages, and you would like to be included on this list, please provide the following information:

  • Name of the business
  • City the business is located
  • Contact person
  • Telephone number of business

Back to the top...

Description of Our Territory

OATC is the parent organization of all Oregon regional chapters.


Contact Information

Mailing Address     3075 SW 234th Ave., Suite 110,
Hillsboro, OR 97123
Phone     503-726-0100
1-800-478-4943
FAX     503-726-0101
Email     director@oatc-oregon.org

Oregon Association of Tax Consultants Board Members and Committees
President
Contact Phone
Email
Vickie L. Baker
541-885-2170

1st Vice President
Contact Phone
Email
Beverley J. Diercks
503-394-2788

2nd Vice President
Contact Phone
Email
Kirkwood W. Donavin
(541) 485-8581

3rd Vice President
Contact Phone
Email
Patricia A. Logan
(503) 644-4949

Secretary
Contact Phone
Email
Cathy A. Johnson
541-569-2272

Treasurer
Contact Phone
Email
David L. Kiser
(541) 899-7680

Newsletter Editor
Contact Phone
Email
Susan L. High
503-655-3737

Webmaster
Contact Phone
Email
Linda D. Keast
(503) 318-5066

State Board Rep.
Contact Phone
Email
Vickie D. Hull
503-472-8020

Group Svcs Committee
Contact Phone
Email
Linda K. Musson
(503) 726-0100

Budget/Acct Committee
Contact Phone
Email
David L. Kiser
(541) 899-7680

Awards Committee
Contact Phone
Email
Nolan A Geraths
503-769-7137

Education Committee
Contact Phone
Email
Susan L. High
503-655-3737

ODR Liaison
Contact Phone
Email
Brenda S. Baze
(541) 990-1317

Past President
Contact Phone
Email
Vickie D. Hull
503-472-8020

SOP Committee
Contact Phone
Email
Debra A. Mc Kinney


Membership Comm.
Contact Phone
Email
Currently Vacant


Executive Director
Contact Phone
Email
Linda K. Musson
(503) 726-0100

Education Committee
Contact Phone
Email
Kari Denison Lasswell
(541) 258-4829

IRS Liaison
Contact Phone
Email
Dale Marino
503-239-4716

Building Committee
Contact Phone
Email
Linda K. Musson
(503) 726-0100

Legislation Comm.
Contact Phone
Email
Daniel O. Stearns
(503) 428-1591

Bylaws Committee
Contact Phone
Email
Debra A. Mc Kinney


Scholarship Comm.
Contact Phone
Email
Nolan A Geraths
503-769-7137


What? Some of these fields are out-of-date?

An authorized chapter member who knows the chapter-specific password can click on the Administer Chapter Info link in the menu on the left to go to a maintenance screen.



OATC Home | © 2014 Oregon Association of Tax Consultants