OATC Portland Chapter Home Page

URGENT WARNING!!! IRS Warns Tax Professionals of New e-Services Email Scam



November 2016 OATC Newsletter

Now available in your Members Only Full Newsletter Library


   CLASSIFIED ADS


HELP WANTED:
EXPERIENCED TAX PREPARER
(Ashland, OR)


HELP WANTED:
TAX CONSULTANT/PREPARER
(Durham, OR)


HELP WANTED:
TAX SEASON PROFESSIONAL
(Lake Oswego, OR)


HELP WANTED:
TAX PREPARER
(Lebanon, OR)


HELP WANTED:
EXPERIENCED TAX PREPARER
(Pendleton, OR)


HELP WANTED:
TAX CONSULTANT
(Vale, OR)


TAX ACCOUNTING BUSINESS FOR SALE
(Yamhill Co.)


Jackson Hewitt Tax Service - Now hiring experienced tax preparers and tax consultants in your area

Save the Date:
OATC 2017 Safety Net Seminar - 'Partnerships in Depth' Speaker: Michael A. Gordon, CPA
     May 10 - Medford
     May 11 - Albany
     May 12 - Wilsonville
     May 13 - Gresham
     May 15 - Pendleton
     May 17 - Bend

Federal / IRS Links


July 13, 2016
IRS / Practitioner Liaison Meeting Minutes


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

NEW! 2015 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2016

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 12/6/2016 by or in the name of Valerie Vann

Your December 2016 Chapter Newsletter is now posted in our Members Only newsletter library.

Non-members are welcome to browse our Public Access Library



December 13, 2016 Education: Airbnb, Uber in Portland /Multnomah County
Speaker: Mary Pinero


Mary is a CPA and an auditor with the City of Portland Revenue Department. Airbnb and Uber are hot topics in Portland plus there are new forms and information for 2016. This is also our Annual Christmas/Holiday Potluck at our break, so bring something to share with the group. Drinks and coffee will be provided.

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

Secretary
Contact Phone
Email
John C. Burke


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



CLICK HERE to open the brochure in a new browser windowOATC Federal and Oregon Update 2016
(5 hours Federal CPE + 2 hours Oregon CPE)

Rick K. Davey, EA, LTC, and speakers from the Oregon Department of Revenue will be presenting the 2016 Update seminars throughout Oregon in January, 2016.

Rick has been preparing taxes since 1981. His experience as a manager of a large tax pracce has given him exposure to a broad range of small businesses and their issues. He is an Enrolled Agent and a Licensed Tax Consultant. Rick has taught tax classes since 1983 and enjoys sharing the knowledge he has gained both with his clients as well as his colleagues.

Cost: $80* through 12/20/2016
$95* after 12/20/16
$8 Printed handout (optional)
* $40 discount available for OATC members
(lunch is not included)

To Register:

CLICK HERE for Update brochure

CLICK HERE to register online now


Date Location Contact
Wed, 01/04/17
9am - 5pm
WILSONVILLE
ODR Speaker: Marcus Cridge (3-5pm)
Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E
Wilsonville, OR
Jim Verrastro
jimv@jts1040.com
Thurs, 01/05/17
9am - 5pm
SALEM
ODR Speaker: Sophia Sakoff (3-5pm)
Shilo Inn
3304 Market Street NE
Salem, OR
Sue Schwab
sueschwab00@hotmail.com
Fri, 01/06/17
9am - 5pm
SPRINGFIELD
ODR Speaker: Carey Gonzalez (3-5pm)
Hilton Garden Inn
3628 Gateway Street
Springfield, OR
Lee Reams
lee@eugenetaxpros.com
Sat, 01/07/17
9am - 5pm
GRESHAM
ODR Speaker: Carey Gonzalez (3-5pm)
Mt. Hood Comm. College, Room 1710*
26000 SE Stark Street (Off Pkg. Lot Y)
Gresham, OR
John Bell
johnbell@helpontaxes.com
Wed, 01/11/17
9am - 5pm
LA GRANDE
ODR Speaker: Jackie Hovey (3-5pm)
Misener Room - Daniel Chaplin Building
1001 4th Street
La Grande, OR
Cathy Johnson
cathy@silvercreekteam.com
Thurs, 01/12/17
9am - 5pm
BEND
ODR Speaker: Jackie Hovey (3-5pm)
Red Lion Inn
1415 NE 3rd Street
Bend, OR
Kathryn Scott
kscott@bendcable.com
Fri, 01/13/17
9am - 5pm
KLAMATH FALLS
ODR Speaker: Daron Prara (3-5pm)
Washington Federal Conference Center
5215 S. 6th Street
Klamath Falls, OR
Marie Dunkeson
voltaire757@hotmail.com
Sat, 01/14/17
9am - 5pm
MEDFORD
ODR Speaker: Daron Prara (3-5pm)
Masonic Lodge
975 N. Phoenix Road
Medford, OR
Wayne Underhill
agtaxwayne@charter.net

 

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SAVE THE DATE! CLICK to download information about OATC's 2017 Convention at the Oregon Gardens!

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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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