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OATC State Newsletter click here for the Jan-Feb 2012 edition...




CORRECTED 2011 OATC Group Svcs. Order Form Orders after Oct 19 should be submitted directly to the OATC State Office



Federal / IRS Links

Pub. 509: Tax Calendars for 2012

The IRS-issued 2012 IRS e-file Refund Cycle Chart (in English and Spanish)

Pub. 4255: IRS Tax Help Directory

Pub. 15: (Circular E) Employers's Tax Guide

Key Messages for Tax Pros

IRS Tax Forums Online (past Forum seminars)

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

Where to File all tax forms

IRS Web Site Map

E-file Services

Social Security Administration


State Links

2011 Pub. 17-12, Oregon Individual Income Tax Guide

More Personal Income Tax Publications

Personal Income Tax Forms & Instructions


Oregon Tax Board Bulletin, November 2011...

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...



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Attention
  • PTIN renewal is open.CLICK HERE to start.
  • The IRS issued final regulations requiring paid tax return preparers to file a due diligence checklist, Form 8867, with any federal return claiming the Earned Income Tax Credit (EITC) beginning Jan. 1, 2012. This is the same form that is currently required to be completed and retained in a preparer’s records. The EITC due diligence penalty jumps from $100 to $500, per failure to comply, on returns filed after December 31, 2011. Learn your how to meet your requirements and how to avoid penalties with the online EITC Due Diligence training module

  • The IRS is moving into the next phase of the Registered Tax Return Preparer Program by launching the new competency test.  Please refer to these three documents for additional information:  IR-2011-111, FS-2011-12 & TD-9559.
  • CLICK HERE to download the RTRP Candidate Information Bulletin which provides guidance for the competency test that most unenrolled tax return preparers need to complete by 12-31-2013. Competency exam questions that are not answered in the bulletin should be sent directly to Prometric.
  • OATC Group Services Orders orders after Oct 19 should be submitted directly to the OATC State Office.

glasses and a penJust How Much CPE Do You Need?

The IRS oversees continuing education requirements for three categories of tax professionals:

  • Enrolled Agents: 72 hours every three years (a minimum of 16 hours and 2 hours of ethics per year)
  • Enrolled Retirement Plan Agents: 72 hours every three years ( a minimum of 16 hours and 2 hours of ethics per year)
  • Registered Tax Return Preparers: 15 hours per year
    • 2 hours of ethics
    • 3 hours of federal tax law updates
    • 10 hours of other federal tax law
All courses must be obtained from IRS approved CE Providers. The list will be posted here on the IRS Web site soon.


Special Gear Up Offer for OATC Chapters

If an OATC Chapter wishes to put on a Gear Up, DVD-lead seminar for CPE credit there is a 10% discount available.  In this case, each location that conducts this type of class, is required to purchase one video product (DVD of Live Seminar) PER LOCATION, and one Reference Manual/Exam product PER ATTENDEE. Remember, to receive the discount,you need to mention that you are an OATC member when placing that order.  Call 800-231-1860.


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 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 D Hull
503-472-8020

1st Vice President
Contact Phone
Email
Kirkwood W. Donavin
(541) 344-5488

2nd Vice President
Contact Phone
Email
Vickie L. Baker
541-885-2170

3rd Vice President
Contact Phone
Email
David L. Kiser
(541) 899-7680

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

Treasurer
Contact Phone
Email
Patricia A. Logan
(503) 644-4949

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
Judith A Wilkins
503-777-5112

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

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

Education Committee
Contact Phone
Email
Robert H. Betts
503-780-4143

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

ODR Liaison
Contact Phone
Email
Averitt Giddings
541-926-7382

Past President
Contact Phone
Email
Eric Arnoldus
541-963-8304

Association Liaison
Contact Phone
Email
Janis Salisbury
(503) 657-9251

Legislation Comm.
Contact Phone
Email
Gayle Gilmour


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

Budget/Acct Committee
Contact Phone
Email
Patricia A. Logan
(503) 644-4949

IRS Liaison
Contact Phone
Email
Janis Salisbury
(503) 657-9251

Accounts Payable
Contact Phone
Email
Patricia A. Logan
(503) 644-4949

2012 Conv. Committee
Contact Phone
Email
Jeannie L. Ryall
(503) 607-0167

Bylaws Committee
Contact Phone
Email
Emaline R. Bratton
(503) 981-4790

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

SOP Committee
Contact Phone
Email
Emaline R. Bratton
(503) 981-4790

2013 Conv. Committee
Contact Phone
Email
Kari Denison Lasswell
(541) 258-4829


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.

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