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NEW: Classified Ad Space Now Available

CLICK HERE to learn how to include your classified ad on all OATC websites, in the quarterly state-wide newsletter – or both!



May 2016
OATC Oregon News

CLICK to go to the Members Only section – the newsletter is in the Members Only Full Newsletter Library

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


Tax Year 2015 Group Services Order

CLICK to open the 2015 Group Services Order Form in a new browser window

Submit late orders
directly the OATC Office


State Links

NEW! Publication 17-1/2 - 2015 Oregon Individual Income Tax Guide

NEW! 2015 Oregon Income Tax Full-year Resident: Forms and Instructions

NEW! 2015 Oregon Income Tax Part-year Resident/Nonresident: Forms and Instructions

Oregon Department of Revenue Resources for Individuals

Oregon Department of Revenue Resources for Businesses

Oregon Deparment of Revenue Resources for Tax Professionals

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...


Federal / IRS Links


January 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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Jackson County OATC Enrolled Agent Test Preparation Class, led by Peggy Ellis.

Class will be held on Monday and Thursday nights from 6 - 9 pm in the conference room at the Oregon Department of Revenue, July 11th through October 27th. 

Cost is $495 and includes books and materials. There will be more than 80 hours of qualified education. 

Due to space constraints, the first 13 people to sign up will be accepted, so act quickly! CLICK HERE....

AttentionOATC Officer Training

July 8-9, 2016

Attention all incoming officers! Please register now for Officer Training, to be held July 8-9 at Pacific University in Forest Grove, Oregon.



You're invited to Rendezvous 2016!

Rendezvous 2016
(up to 12 credit hours)

The Blue Mountain Chapter of Oregon Association of Tax Consultants is once again bringing an amazing 2-day seminar to the east side of Oregon:

Speaker Judi Krussow, presenting
ESTATES AND TRUSTS - FORM 941

WHEN: August 11-12, 2016
WHERE: Island City Hall
10605 Island Avenue
Island City, OR 97850
COST: Member:         one day $125       both days $190
Nonmember: one day $175       both days $245
add $15 if postmarked after 8/2/16
Delicious buffet lunch included each day
TO REGISTER: CLICK HERE to download the registration form

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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

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

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



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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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