OATC Portland Chapter Home Page

Minutes to the Jan 14, 2015 Practitioner Liaison Meeting in Portland, Oregon


GROUP SERVICES ORDER

CLICK to open the 2014 Group Services Order Form in a new browser window

Submit late orders directly the OATC Office



State Links

July 2014 Edition

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

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 3/2/2015 by or in the name of Dale Marino

Your March Chapter Newsletter is now posted in our newsletter library, along with the Portland Chapter Scholarship application. This is for our OATC State Convention in June.

  • No meeting in February. Our next meeting will be a Roundtable on March 10, 2015.

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
President
Contact Phone
Email
Dale Marino
503-239-4716

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

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

Treasurer
Contact Phone
Email
Kathryn L. Hryciw
503.757.1196

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




OATC Volunteers Needed! Here's your chance for fame...

Submitted on Feb 14, 2015 by Dale Marino, Portland Chapter President

OATC Phone Bank KATU TV- 2 has once again, asked OATC members to staff the KATU Tax Hotline on Tuesday, March 3rd from 4 PM to 7 PM. We will have two shifts. One from 4:00 PM to 5:30 PM and one from 5:30 PM to 7:00 PM. Or you can work both shifts.

This is a live on-the-air call-in show. Most of the questions are very simple, like, "If I only receive social security benefits, do I have to file?" It would be nice to see some new faces for this event. If you want in on some of the Fame, call OATC Executive Director, Linda Musson at the OATC office, 503-726-0100.



OATC 2015 Annual Convention (25 hrs CPE)
June 24-26, 2015

The deadline for early registration for the 2015 Annual Convention is coming up March 15th! After that, the price goes up. This is just a reminder to register now for the lowest price. Don't miss out!

Prospecting for the Golden YearsThe 2015 Annual Convention is now open for registration. It is to be held at Inn at the Commons in downtown Medford, Oregon.

Sign up for the entire convention or pick and choose which days you want to attend. There are also some fun events planned that you can choose to attend in the evenings.

Inn at the Commons will be offering a block of rooms at a discounted price on a first come, first served basis. Register early to get the best price!

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Oregon Association of Tax Consultants 2015 Super Star Seminar (16 hours CPE)
WHEN 8:00 am - 5:00 pm Tuesday, Oct 20 and Wednesday, Oct 21, 2015
WHERE  Holiday Inn, Wilsonville Oregon

TOPIC: S Corporations
FEATURED SPEAKER: Mark Pierce, Current National S Corp Technical Advisor

Registration materials will be available in May.

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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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