Oregon Association of Tax Consultants Home Page


Apply for membership now!

Click the button to download a New Member Application



Oct 23, 2015
Tax Practitioner Liaison Meeting

Salem, Oregon (2 hrs CPE)



June 17, 2015
IRS / Practitioner Liaison Meeting Minutes



WESTSIDE CHAPTER
INVITES YOU TO ATTEND

CLICK to learn more...



State Links

Links to all Personal Income Tax Publications

Online copy of the 2014 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 2014 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2015

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® ?



CLICK to download the schedule and registration materials for the 2015 Basics and Beyond Seminar

Basics and Beyond 2015
(6 hours CPE)

 

You are invited to join us for an informative seminar covering: "Business Hot Topics" presented by Shelli Huston, CPA, MS.

This course will cover several important business taxation topics, including:

  • Introduction to Net Operating Losses
  • Installment Sales
  • Like-Kind Exchanges (with emphasis on business autos)

Registration Fee: $135   Lunch not included.

NOTICE: OATC members in good standing are entitled to a $40 member discount by utilizing the "PROMO" Code which was included with your membership card when your OATC dues were paid. New members who joined during the past 12 months will be emailed the code.


CLICK to download the schedule and registration information for the 2015 Basics and Beyond Seminar


 
Back to the top...

Back to the top...


Lane County Chapter 2015 Fall Seminar

Lane County 2015 Fall Seminar
(6 hrs CPE)

Lane County Chapter OATC brings you speaker Jayne Williams, EA, LTC, to present a day of education on Elder Foster Care and Dependent Care. Topics will include:

  • Calculation of Private vs State Pay
  • Taxable / Non-taxable
  • Deductible vs not deductible
  • and more!

CLICK HERE to download the registration form.

WHEN: Friday, September 25, 2015
9:00 am - 4:00 pm
WHERE: Moose Lodge
2011 Laura Street
Springfield, OR
FEE: OATC Member              $45.00
Non-Member                 $90.00
Late fee after Sept 15  $15.00
Lunch not included.
No state scrip accepted.

Back to the top...


OATC 2015 Super Star Seminar (8 hours CPE each day)

Oregon Association of Tax Consultants 2015 Super Star Seminar (16 hours CPE)
WHEN 8:00 am - 5:00 pm Tuesday, Oct 20 and Wednesday, Oct 21, 2015
WHERE  Holiday Inn, Wilsonville Oregon

TOPIC: S Corporations
FEATURED SPEAKER: Mark Pierce, Current National S Corp Technical Advisor

CLICK to download registration materials.


 
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
Beverley J. Diercks
503-394-2788

1st Vice President
Contact Phone
Email
David L. Kiser
(541) 899-7680

2nd Vice President
Contact Phone
Email
Debra A. Mc Kinney


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

SOP Committee
Contact Phone
Email
Debra A. Mc Kinney


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

Membership Comm.
Contact Phone
Email
Currently Vacant


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
Linda K. Musson
(503) 726-0100

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

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

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 L. Baker
541-885-2170


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 | © 2015 Oregon Association of Tax Consultants