OATC Portland Chapter Home Page


Planning for the OATC Update Seminar with Rick Davey, EA, LTC is almost complete!

December 4, 2015
Tax Practitioner Liaison Meeting

Salem, Oregon (2 hrs CPE)

June 17, 2015
IRS / Practitioner Liaison Meeting Minutes


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

Submit late orders
directly the OATC Office

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
PTIN Fee Revised Effective Nov. 1, 2015, the annual fee for 2016 PTINs will be $50 for both new applications and renewals. The IRS will collect $33 as a user fee to support program costs and a third-party vendor will receive $17 to operate the online system and provide customer support. In preparation for the fee change, PTIN open season, which normally begins in mid-October, will begin in early November. PTIN open season is when the IRS begins accepting renewals and new registrations for the upcoming year.

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

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Bulletin for Portland Members

Posted on 11/3/2015 by or in the name of Dale Marino

Your November 2015 Chapter Newsletter is now posted in our Members Only newsletter library.


It has come to our attention that many of the chapter supply orders that were mailed to the post office box listed on the order form have been returned by the post office as not being a valid address. This is an error on the part of the post office.

Please call Kathryn Hryciw at (503) 757-1196 right away to verify that she has received your order. We don't want to miss getting your order submitted!

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

Taxation of Oregon Marijuana Businesses (6 hrs CPE)

Taxation of Oregon Marijuana Businesses, taught by Bernard Chamberlain, Atty, on Dec 10 2015 -- CLICK to learn more

Lane County OATC brings you this timely seminar, taught by Bernard Chamberlain, Attorney, and Carey Gonzales of the Oregon Department of Revenue. Class begins promptly at 9:00 am and will cover:

9:00-Noon: Section 280E Basics
                     Business Types
                     Common Industry Tax Complications
Noon-1:00: Lunch (pasta bar) - included in the fee
1:00-4:00: Oregon Department of Revenue

WHEN: December 10, 2015
9:00 am - 4:00 pm
WHERE: Hilton Garden Inn
3528 Gateway Street
Gateway & Beltline off I-5
Springfield, OR
Includes lunch
$60.00      OATC Members
$105.00   Non-OATC Members
 $10           Late fee for registrations
                   postmarked after Dec 5  

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1040 Gear Up DVD Opportunity in December and January (up to 16 hrs CPE)

Oregon Association of Tax ConsultantsThe Mt. Hood Chapter of the OATC will be showing the 1040 Gear Up DVD series in December and January. This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of new legislation, revenue rulings and procedures, as well as case law to help the busy practitioner keep current. Speakers are all practicing preparers who share practical tips and insights to help you get ready for this tax season. Some of the specific topics for the 1040 seminar include:

  • Reporting health care coverage in 2015
  • permanent and temporary extensions
  • Using safe harbors in Repair & Capitalization regulations
  • Individual and energy extenders
  • Updates from late 2014 through 2015
WHEN: Part 1 will be offered on Friday, December 11 and Saturday January 9
9:00 am - 4:30 pm

Part 2 will be offered on Saturday December 12 and Friday January 8
9:00 am - 4:30 pm

WHERE: Tax & Financial Solutions
conference room
151 SE 223rd Ave
Gresham, OR (map)
Free     OATC Members
$50       Non-OATC Members (includes both part 1 and part 2)

Due to size limitations of the classroom, we must limit the number of attendees. If you plan to attend you must RSVP to Donald@taxfinsol.com with which sessions you plan to attend.

Bring your own lunch as we will only take a short breat at lunch time and then start the next section while you eat. This will enable us to get a full 8 hours of credit and still dismiss at an earlier time. It is too late to order manuals at this time.

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  • 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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