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OATC Members


2013 OATC Convention
"The Ugly 1040 &
The Ugly 1040 II"
Wednesday, June 19 - Saturday, June 22



Federal / IRS Links

Pub. 509: Tax Calendars for 2013

Pub. 4255: IRS Tax Help Directory

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


State Links

Personal Income Tax Publications

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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Bulletin for Portland Members

Posted on 6/4/13 by or in the name of Dale Marino

Your June 2013 Chapter Newsletter, as well two useful documents, are now available in our Newletter Library (link to the left):


  • ACA Fact Sheet for Small Businesses (January 2013)

  • TPI - Online Tools and Resources for Tax Professionals (.doc file)


IMPORTANT DATES:

  • Our June Chapter meeting is June 11, and our guest speaker will be Daniel Stearns. Topic: tax collection issues.

  • If you have not renewed your OATC membership, your membership expired on May 1, 2013. If you renew by June 30, 2013, you can avoid the $15 reinstatement fee. So renew, today.

  • June 19-22: See you at OATC's 41st annual convention in Silverton! Registration information in the page below.


IRS Approved Continuing Education Provider
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. 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
President
Contact Phone
Email
Dale Marino
503-239-4716

Vice President
Contact Phone
Email
Brent Hamilton
(503) 699-9200

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

Treasurer
Contact Phone
Email
Jo Ann L. Barberis
(503) 659-0078

Newsletter Editor
Contact Phone
Email
Valerie A Vann
503-282-8222

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

Membership Comm.
Contact Phone
Email
John C. Burke




2013 OATC Convention  - A Garden's Variety - Planting the Seeds of Knowledge

41st Annual OATC Convention
(up to 30 hours CPE)

June 19th - June 22nd, 2013
The Oregon Garden Resort in Silverton, Oregon



golf ball on a tee41st Annual Convention
9-Hole Golf Scramble

REGISTRATION NEEDED ASAP

Tuesday, June 18th, 2013
Evergreen Golf Course in Mt. Angel, Oregon


 

 

Updates from
Brian Wozniak and
KayDel Marshall

IRS Furlough Days

The Internal Revenue Service will close all of its public operations on five days from now through August because of employee furloughs:June 14, July 5, July 22 and Aug. 30.

The closing will affect operations such as the IRS toll-free lines and taxpayer assistance centers. As many as two more furlough days may be needed in August and September.

IRS Statement on Court Ruling Related to Return Preparers

Fee amounts collected for scheduled registered tax return preparer test appointments canceled due to the court ordered injunction are being refunded. Additionally, fees collected from return preparers who tested on or after January 18, 2013, the date the test was enjoined, are also being refunded. No additional refund or reimbursement requests related to registered tax return preparer regulation are being provided or considered at this time. E-mail notifications will be provided to those receiving refunds to explain the process. No action is necessary to receive the refund. A credit for the test fee will automatically be made to the account used to pay the fee. It is anticipated that all refunds will be processed by July 19, 2013.

Submitted by OATC Education Chairman Robert Betts

CLICK HERE to read the written testimony of STEVEN T. MILLER, Acting Commissioner of the Internal Revenue Service, before the House Ways and Means Committee Subcommittee on oversight on IRS operations and the 2013 filing seasion on April 25, 2013.

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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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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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