OATC Portland Chapter Home Page


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June-July 2014
OATC Oregon News

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Now available in the Members Only section of the Web site.

State Links

July 2014 Edition

Links to all Personal Income Tax Publications

Online copy of the 2013 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.

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ODR Tax Practitioner Liaison (TPL) Meetings learn more...

Federal / IRS Links

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

Online copy of 2013 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2014

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 12/1/14 by or in the name of Dale Marino

Attention Portland Chapter Members:

- At 6PM tonight, we will have a meeting for those members interested in a Spring 2015 Seminar. We need your help and participation for this event to happen. All are invited.

- At 6:30PM, we will have our regular monthly education. All are invited.

- At 8:30PM we will have our regular board meeting. All are invited.

Your December 2014 Chapter Newsletter is now posted in our newsletter library.
  • Remember that for our December 9 meeting, we traditionally ask everyone to bring their favorite Christmas treats.
  • NEW Portland Chapter Monthly Round Table Meeting (1 hr CPE). Kathryn Hryciw has announced the start of a round table meeting at her office from 10:00 am - 11:00 am on the third Tuesday, at 5611 SE Powell Blvd, PDX, 97206. Come to a Round Table Meeting. This is an informal meeting of tax preparers just trying to muddle though the tax laws. There is no set agenda for the meeting. Bring your questions and hopefully we can find the answers. For information contact Kathryn (phone number in the Chapter Roster, in the Members Only section of our site).
  • If you timely ordered your OATC Group Services order, you will be notified when you can pick-up your order at Kathryn Hryciw’s office at 5611 SE Powell.
  • OATC Update at Mt. Hood CC is on January 17th. Most of our Portland Chapter members attend at that location.

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. 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

Newsletter Editor
Contact Phone
Valerie A Vann

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

Membership Comm.
Contact Phone
John C. Burke

OATC Portland Metro 2014 Supplemental Update (7 hrs CPE)

The Portland Chapter of OATC brings you a full day of power speakers:

  • Brian Wozniak - IRS and John Blakeman - IRS - 3 hours
  • Sophia Sakoff - Oregon Department of Revenue - 2 hour
  • Diane Childs - Oregon Identify Theft - 1 hour
  • Mary Pinero - City of Portland Revenue Bureau - 1 hour
WHEN: Saturday, January 3, 2015   9:00 am - 5:00 pm
WHERE: Holiday Inn (Portland Airport)
 Columbia Conference Center
8439 NE Columbia Blvd. (map)
 Portland, OR
COSTS:: FREE for NEW OATC members
$45   OATC Member
$100  Non-OATC Member
$10    Optional lunch buffet

$25     for registration/payment postmarked after 12/27/14
$25      additional for registration/payment at the door

CLICK HERE to open/download the registration materials.

Oregon Association of Tax Consultants

(6-8 hrs CPE)

Whether you are a new preparer or an experienced professional, there are many changes effective this year that have direct impact on how you are advising clients and preparing their 2014 tax returns. Are you ready?

Join us for a valuable, comprehensive overview of significant legislative and changes, changes to Forms, a review of new and expiring provisions, a summary of new IRS and Oregon Department of Revenue guidance, and much more. Get not only the latest breaking news on year-end changes but also discussion of related techniques and approaches to take into your tax season. This year's Presenters are:

Peter Bunce, CPA
Peter is a CPA based in Bend, Oregon who specializes in complex tax and accounting issues for businesses and individuals. In addition to assisting clients with their compliance needs, Peter advises clients on strategic tax and business planning concepts, as well as assisting them with the preparation of financial statements. Outside of busy season he travels throughout Oregon lecturing at continuing education seminars on a variety of tax subjects.

Rick Davey, EA, LTC
Rick Davey is an Enrolled Agent and a Licensed Tax Consultant based in Gresham, Oregon. He has been preparing taxes since 1981. Rick's experience as a manager of a large tax practice has given him exposure to a broad range of small businesses and their issues.

Speakers from the Oregon Department of Revenue will be teaching an additional 2 hours of Oregon Update at the Bend, Springfield, Salem, and Wilsonville locations. Classes will begin one hour earlier and end one hour later at those locations. Please register early to get a seat!

To receive the lowest price for early registration, you must register by December 19th. Please note that OATC members in good standing, as of the day of the seminar, are entitled to a $40 promotional member discount. If you have misplaced or haven't received your discount code for this seminar, please contact the OATC office.

Date Peter Bunce Rick Davey
Mon, Jan 5
8am - 5pm
Red Lion Inn
1415 NE 3rd Street
Bend, OR
Contact: Kristi Dummitt 
Wed, Jan 7
8am - 5pm
Springfield Elks Lodge
1701 Centennial Blvd.
Springfield, OR
Contact: DeeDee Pigeon
Fri, Jan 9
8am - 5pm
Chemeketa CC Conference Ctr
626 High Street NE, Room 6
Salem, OR
Contact: Dea Williams
Wed, Jan 14
8am - 5pm
Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E
Wilsonville, OR
Contact: Jim Verrastro
Thur, Jan 15
9am - 4pm
Double Tree by Hilton Hotel
15402 NW Cornell Road
Beaverton, OR
Contact: Larry Cozad
Sat, Jan 17
9am - 4pm
Pendleton Library
502 SW Dorian Ave.
Pendleton, OR
Contact: Cathy Johnson
Mt. Hood Comm. College,
Room 1710
26000 SE Stark Street
(Off Pkg. Lot Y)
Gresham, OR
Contact: John Bell
Mon, Jan 19
9am - 4pm
Washington Federal Conference Center
5215 S. 6th Street
Klamath Falls, OR
Contact: Vickie Baker protaxsolutions@msn.com
Tues, Jan 20
9am - 4pm
Scottish Rite Temple
3581 Lear Way
Medford, OR
Contact: Wayne Underhill

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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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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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