OATC Portland Chapter Home Page

GROUP SERVICES ORDER

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June-July 2014
OATC Oregon News

CLICK to open a copy of the June-July 2014 OATC newsletter in a new browser window

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.

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 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 11/1/14 by or in the name of Dale Marino

Your November 2014 Chapter Newsletter is now posted in our newsletter library.

At our November 11 meeting Judd Conway will speak on "Ethics", including the engagement letter.

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).



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
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




Oregon Association of Tax Consultants

SAVE THE DATE: UPDATE 2014 (6 hrs CPE)

Because Congress has not established tax law for the current year yet, we are presenting Update 2014 in January 2015.

This will provide the latest in tax law changes for the 2014 filing season, with a minimum amount of last minute changes at class time.

Here are our scheduled seminars for speakers Peter Bunce and Rick Davey:

Date Peter Bunce Rick Davey
Mon, Jan 5 Bend  
Wed, Jan 7   Springfield
Fri, Jan 9   Salem
Wed, Jan 14   Wilsonville
Thurs, Jan 15   Metro West
Sat, Jan 17 Pendleton Metro East
Mon, Jan 19 Klamath Falls  
Tues, Jan 20 Medford  

 

Save the date on your calendar for your choice of seminar location. These classes will be offered to our membership at the special price of $30. Look for the brochure and registration materials in the next few days.


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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