OATC Portland Chapter Home Page

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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Bulletin for Portland Members

Posted on 2/4/2016 by or in the name of Dale Marino

Your February 2016 Chapter Newsletter is now posted in our Members Only newsletter library. Non-members are welcome to browse our Public Access Library

There is NO Portland Chapter meeting in February.

For our March meeting, it will be a roundtable discussion. Plan on bringing your topics.

Reminder: Only Portland Chapter members who are current with their membership dues will be issued a $10 education voucher with their CPE certificate...

Chapter Overview

The Portland Chapter serves the city of Portland and SW Washington. Educational meetings are held on the second Tuesday of most months in the Recreation Hall behind St Rita Catholic Church at 10029 NE Prescott St, Portland. No meetings in February and April. We generally meet from 6:30 PM to 8:30 PM.

Each Portland Chapter member who attends the full monthly meeting will receive a $10 Education Reimbursement Voucher. When you register for a Portland Chapter sponsored seminar, send in your Voucher(s) in lieu of the portion of the payment they cover along with your registration form and the rest of the payment. Upon completion of an OATC State sponsored education event, you can receive a reimbursement by submitting the voucher(s) and a copy of the education CPE certificate to the Chapter Treasurer within 30 days. Any number of vouchers can be used for one education event.

The Portland Chapter maintains a job bank. If your tax office has a position available, or if you are looking for a position in a tax office, please contact Dale Marino at the email address below.

Contact Information

Phone     503-239-4716
Email     portlandPresident@oatc-oregon.org

Portland Board Members and Committees
Contact Phone
Dale Marino

Vice President
Contact Phone
John S. Bell
(503) 626-8299

Contact Phone
M. Joy Veloni
(503) 239-4716

Contact Phone
Kathryn L. Hryciw
(503) 757-1196

Newsletter Editor
Contact Phone
Valerie A Vann

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

Membership Comm.
Contact Phone
John C. Burke


OATC 2016 Safety Net Seminar: "The Affordable Care Act"

This spring the OATC brings you Shelli Huston, CPA, MS speaking on The Affordable Care Act. Details on the event will be published soon, but you'll want to mark your calendars now!

The Oregon Association of Tax Consultants
  • May 7 - Hillsboro
  • May 10 - Springfield
  • May 11 - Medford
  • May 12 - Klamath Falls
  • May 14 - Albany
  • May 16 - Wilsonville
  • May 18 - La Grande
  • May 20 - Bend
  • May 21 - Gresham


  • June 23-25 – The Mill Casino Hotel, 3201 Tremont Street, North Bend, OR
    Convention cost through May 1, 2016: $185 members; $275 non-members
    Call for your hotel reservations NOW (mention OATC ) at (800) 953-4800
  • 2016 Schedule of Events
  • 2016 Registration Form


  • 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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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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