OATC Portland Chapter Home Page

Jan-Feb 2014
OATC Oregon News

CLICK to open a copy of the Jan-Feb 2014 OATC newsletter in a new browser window

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


June 19 - 21, 2014
Pendleton, OR


CLICK to open the 2013 Group Services Order Form in a new browser window

All Quickfinders and TaxBooks are available through April 15th. Additionally, many (but not all) of the other supplies are available year round. Questions and orders should now be directed to the state office.

There are a few leftover Quickfinders and TaxBooks from past years, which are available to members at bargain prices. If you wish to build or add to your tax library, please contact the state office for availability.

Federal / IRS Links

PTIN Enrollment now open. 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

State Links

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.

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 4/9/14 by or in the name of Dale Marino

Your APRIL 2014 Chapter Newsletter and our application for a scholarship to the OATC State Convention are now posted in our newsletter library. Note: All applications must be postmarked by May 11 to be considered.

I have a few 2014 US Master Tax Guides. If an OATC Portland Chapter member wants one, recruit a new OATC Portland Chapter Member, so you AND your new recruit will receive a new 2014 US Master Tax Guide for FREE. Call me for details. Limited to supply on hand.

Dale Marino, Portland Chapter President
Oregon Association of Tax Consultants (and Preparers)

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
Contact Phone
Dale Marino

Vice President
Contact Phone
John S. Bell
(503) 626-3342

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


Oregon Association of Tax ConsultantsAnnette Saarinen, EA, LTC will be traveling throughout Oregon, speaking on Employees and Income Taxation. Mark your calendars now – registration material will be posted as it becomes available:

  • 5/09 – Wilsonville
  • 5/10 – Gresham
  • 5/12 – Beaverton
  • 5/14 – Albany
  • 5/15 – Eugene
  • 5/17 – Medford
  • 5/19 – Klamath Falls
  • 5/28 – Pendleton
  • 5/30 – Bend

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Patricia Logan, 3rd VP of OATC

Every other year OATC provides Officers' Training for all Chapter officers – newly elected or experienced, it is a good opportunity to share your experiences, learn more about your responsibilities, and interact with fellow OATC members from throughout the state.

This year the training will take place on the beautiful campus of Pacific University, in picturesque Forest Grove (about 25 miles west of Portland). Housing will be in the Burlingham residence Hall, the first Gold LEED certified residence hall in the country. Apartment style units contain a living room, kitchen, and 2 bedrooms with 2 twin beds and a bathroom. Meetings will take place on campus.

The tentative schedule is to start registration at 3 PM on Friday, July 11. We already have a commitment from Eric Arnoldus to provide us with two hours of CE on the topic of work related education. After dinner we will have social time, with plenty of options of things to do! Training will take place on Saturday, July 12, and is scheduled to conclude at 3:30 PM. An Executive Council meeting will follow, scheduled to finish by 5 PM

OATC pays for all Chapter Officers to attend this worthwhile event. Your accommodations, meals and CE are all included, and mileage is reimbursed according to the rules stipulated in our Standard Operating Procedures.

I will need to have a complete list of all attendees submitted by June 11. This includes the meals you will share with us (Friday dinner, Saturday breakfast and Saturday lunch are available), and if you are sleeping over, who you would prefer to share a room with. There are 2 people per bedroom, with 4 people to a unit. So choose your roommates soon! Individual units would be an additional expense to the participant.

I know that most Chapters don't have elections until later in the spring. But if your Chapter could have your Officers in place by May then we may have a good turnout for the event. If you are considering running for Chapter office, please keep this event in mind.

If anyone has any questions please contact me at 3rdvp@oatc-oregon.org. I will be sending out more messages as we get closer to Chapter elections, and the event.

CLICK to open the registration brochure in a new browser window2014 OATC Convention (18-23 hours CPE)

The 2014 Convention Committee has been busy this summer putting together "Mountains of Education" for our 42nd Annual Convention on Thursday, June 19th through Saturday, June 21st.



  • Bill McMillen - Board of Tax Practitioners
  • Brian Wozniak - Internal Revenue Service
  • Rick Davey
  • Dennie Wheeler
  • Cathy Johnson
  • Peter Bunce
  • Shawna Johnson

We are offering 18 regular hours of education with 5 BONUS hours, as well as optional opportunities to socialize and enjoy local attractions. CLICK HERE to open the registration flyer with the full schedule.

  • Members who register from March 1, 2014 through May 1, 2014 will pay $325, non-members $350.
  • Members who register after May 1 will pay the full convention price of $350, non members $375.
  • Note: First-time attendees get a $25.00!


  • 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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