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November 2016 OATC Newsletter

Now available in your Members Only Full Newsletter Library


   CLASSIFIED ADS


HELP WANTED:
EXPERIENCED TAX PREPARER
(Ashland, OR)


HELP WANTED:
TAX CONSULTANT/PREPARER
(Durham, OR)


HELP WANTED:
TAX SEASON PROFESSIONAL
(Lake Oswego, OR)


HELP WANTED:
TAX PREPARER
(Lebanon, OR)


HELP WANTED:
EXPERIENCED TAX PREPARER
(Pendleton, OR)


HELP WANTED:
TAX CONSULTANT
(Vale, OR)


TAX ACCOUNTING BUSINESS FOR SALE
(Yamhill Co.)


Jackson Hewitt Tax Service - Now hiring experienced tax preparers and tax consultants in your area

Save the Date:
OATC 2017 Safety Net Seminar - 'Partnerships in Depth' Speaker: Michael A. Gordon, CPA
     May 10 - Medford
     May 11 - Albany
     May 12 - Wilsonville
     May 13 - Gresham
     May 15 - Pendleton
     May 17 - Bend

Federal / IRS Links


July 13, 2016
IRS / Practitioner Liaison Meeting Minutes


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

NEW! 2015 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2016

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



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CLICK HERE to open the brochure in a new browser windowOATC Federal and Oregon Update 2016
(5 hours Federal CPE + 2 hours Oregon CPE)

Rick K. Davey, EA, LTC, and speakers from the Oregon Department of Revenue will be presenting the 2016 Update seminars throughout Oregon in January, 2016.

Rick has been preparing taxes since 1981. His experience as a manager of a large tax pracce has given him exposure to a broad range of small businesses and their issues. He is an Enrolled Agent and a Licensed Tax Consultant. Rick has taught tax classes since 1983 and enjoys sharing the knowledge he has gained both with his clients as well as his colleagues.

Cost: $80* through 12/20/2016
$95* after 12/20/16
$8 Printed handout (optional)
* $40 discount available for OATC members
(lunch is not included)

To Register:

CLICK HERE for Update brochure

CLICK HERE to register online now


Date Location Contact
Wed, 01/04/17
9am - 5pm
WILSONVILLE
ODR Speaker: Marcus Cridge (3-5pm)
Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E
Wilsonville, OR
Jim Verrastro
jimv@jts1040.com
Thurs, 01/05/17
9am - 5pm
SALEM
ODR Speaker: Sophia Sakoff (3-5pm)
Shilo Inn
3304 Market Street NE
Salem, OR
Sue Schwab
sueschwab00@hotmail.com
Fri, 01/06/17
9am - 5pm
SPRINGFIELD
ODR Speaker: Carey Gonzalez (3-5pm)
Hilton Garden Inn
3628 Gateway Street
Springfield, OR
Lee Reams
lee@eugenetaxpros.com
Sat, 01/07/17
9am - 5pm
GRESHAM
ODR Speaker: Carey Gonzalez (3-5pm)
Mt. Hood Comm. College, Room 1710*
26000 SE Stark Street (Off Pkg. Lot Y)
Gresham, OR
John Bell
johnbell@helpontaxes.com
Wed, 01/11/17
9am - 5pm
LA GRANDE
ODR Speaker: Jackie Hovey (3-5pm)
Misener Room - Daniel Chaplin Building
1001 4th Street
La Grande, OR
Cathy Johnson
cathy@silvercreekteam.com
Thurs, 01/12/17
9am - 5pm
BEND
ODR Speaker: Jackie Hovey (3-5pm)
Red Lion Inn
1415 NE 3rd Street
Bend, OR
Kathryn Scott
kscott@bendcable.com
Fri, 01/13/17
9am - 5pm
KLAMATH FALLS
ODR Speaker: Daron Prara (3-5pm)
Washington Federal Conference Center
5215 S. 6th Street
Klamath Falls, OR
Marie Dunkeson
voltaire757@hotmail.com
Sat, 01/14/17
9am - 5pm
MEDFORD
ODR Speaker: Daron Prara (3-5pm)
Masonic Lodge
975 N. Phoenix Road
Medford, OR
Wayne Underhill
agtaxwayne@charter.net

 

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SAVE THE DATE! CLICK to download information about OATC's 2017 Convention at the Oregon Gardens!

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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.

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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

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Description of Our Territory

OATC is the parent organization of all Oregon regional chapters.


Contact Information

Mailing Address     3075 SE Century Blvd., Ste 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
Beverley J. Diercks
503-394-2788

1st Vice President
Contact Phone
Email
Dave Kim
503-626-5065

2nd Vice President
Contact Phone
Email
Debra A. Mc Kinney
541-990-6211

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
Lee Reams
(541) 607-5052

Newsletter Editor
Contact Phone
Email
Robert H. Betts
(503) 780-4143

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

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

Scholarship Comm.
Contact Phone
Email
Linda K. Musson
(503) 726-0100

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

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

Budget/Acct Committee
Contact Phone
Email
Lee Reams
(541) 607-5052

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

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

Legislation Comm.
Contact Phone
Email
Currently Vacant


Membership Comm.
Contact Phone
Email
Currently Vacant


Awards Committee
Contact Phone
Email
Averitt Giddings
541-926-7382

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

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

Past President
Contact Phone
Email
Vickie L. Baker
541-885-2170


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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.



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