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January 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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The Oregon Association of Tax ConsultantsOATC 2016 Safety Net Seminar: "The Affordable Care Act" (6 hrs. CPE)

This spring the OATC brings you Shelli Huston, CPA, MS speaking on "The Affordable Care Act" and "Health Insurance and Medical Reporting".

Registration Fee: $120 ($40 Discount Available for OATC Members). We warmly invite non-members to take advantage of the ($40 off) member pricing by completing and submitting the membership application included with the registration brochure or downloaded HERE.

If you would like to have the handout materials in electronic form, please notify the OATC office. Lunch not included.

Date Location
May 7 (Saturday) OATC Office Conference Room
3075 SE Century Blvd., Suite 110
Hillsboro, OR
Contact: Jim Verrastro
May 10 (Tuesday) Hilton Garden Inn
3528 Gateway Street
Springfield, OR
Contact: Lee Reams
May 11 (Wednesday) Scottish Rite Temple
3581 Lear Way
Medford, OR
Contact: Wayne Underhill
May 12 (Thursday) Washington Federal Conference Center
5215 S. 6th Street
Klamath Falls, OR
Contact: Vickie Baker
May 14 (Saturday) Lebanon Senior Center
80 Tangent Street
Lebanon, OR
Contact: Anne Aldrich
May 16 (Monday) Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E
Wilsonville, OR
Contact: Lind Mizar
May 18 (Wednesday) Urban Vines
10107 W. 1st Street
Island City, OR
Contact: Cathy Johnson
May 20 (Friday) Red Lion Inn
1415 NE 3rd Street
Bend, OR
Contact: Katie Scott
May 21 (Saturday) Mt. Hood Community College, Room 1710*
26000 SE Stark Street (Off Pkg. Lot Y)
Gresham, OR
Contact: John Bell (503) 526-3327

OATC LANE COUNTY CHAPTER SPRING SEMINAR

Lane County Chapter invites all to their May 25, 2016 presentation on IRS, Oregon and Bureau of Labor & Industries

WHEN: May 25, 2016    8am - 5pm
WHERE: Hilton Garden Inn at Gateway, Springfield, OR
COST: $65.00 Members and Non-members. Includes lunch.

CLICK HERE to download the registration form. Register by May 15, 2016, after May 15, 2016 a late fee of $15 will apply. For more information, please contact DeeDee at (541) 726-4704


OATC 2016 ANNUAL CONVENTION:
FISHING THE BAY OF TAX FORMS (up to 26 hrs CPE)

Fishing

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

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

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


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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