New Mailing Address
for the OATC Office

Please update your contact information for the OATC administrative office. The mailing address is now:

Oregon Association of Tax Consultants
P.O. Box 25100
Portland, OR 97298-0100

Meet the Nominees for Your Next
NATC Board of Directors

President: Mary Linebarger

I am currently Mid Columbia Chapter OATC President, OATC's NATC representative (will resign if job conflicts), and NATC PAC treasurer.

I have been preparing taxes for twenty years now, and five years ago set up my own office. I have spent the last two years attending IRS forums and promoting NATC's willingness to help states get an association set up to bring education to themselves. They like the model Oregon provides and with the IRS licensing approaching they want to be ready. I will follow through with the items that have been voted on and hope to add more member benefits.

VP of Education: Jayne Williams

I have just completed a four-year term as President of NATC. In that time I have met preparers from many states who agree that the need nation wide is for education that deals primarily with the issues of tax compliance for the investor and the small business client. We have over 20 years experience with individual tax education and I am proud of that Pacific Northwest tradition. Now I want to focus my contribution to the organization on delivering quality education to a greater audience and drawing that audience into membership in NATC.

I ran for President four years ago on the vision of a national base of membership ready to deal with IRS registration. Congress is still working with the IRS to shape the concept of national registration in a form that can be administered and regulated. We as an organization are working now to administer the education program to support that process for preparers across the country. We have a unique combination of members with the willingness to network and share their expertise and a vision of local education that selects the topics to address the needs of the members rather than shaping the members to the topics available and popular at the moment.

My qualifications for this post are these: I have been teaching for OATC at various levels since 1992. I have a Masters degree in education, and Bachelor degree in public speaking and theatre. I taught for 12 years in public schools and have taught private workshops for 35 years. I have designed curriculum for two private schools, for a K-14 reading program for a public school district, and taught payroll accounting, costs accounting and branch accounting for a trade school.

I would like to develop a curriculum for preparers that will improve the quality of tax preparation nationally to match the quality of the educational program I have benefited from through this organization.

Secretary: Debbie Ahls

Treasurer: Ranza-Jo Fitzgibbons or Becky Klotz

Becky Klotz

I have been in bookkeeping in some capacity since 1983 and self-employed (full time) since 1994. I became an LTP in 1996 and have worked with Clackamas Income Tax since 1998. I have been a member of OATC since 1997 and have been very involved at the chapter level, as Secretary for three terms and as President of the Clackamas Chapter for two years. I am also the Group Services person and newsletter editor.

I recently became an Enrolled Agent and am awaiting the results of my LTC test

Many of my bookkeeping clients are Non-Profits. I have been the contracted bookkeeper for the North Clackamas County Chamber of Commerce since 2000, as well as other local non-profits, so I am very familiar with the financials and the 990 Tax Return.

In addition to OATC, I'm also a member of the National Society of Tax Professionals and the American Institute of Professional Bookkeepers, as well as a Quickbooks Professional Advisor and a member of the Peachtree Accountants Network.

Ranza-Jo Fitzgibbons

Do You Speak A Language Other Than English?

from an email sent by Meagan L. Cobb, of 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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FROM THE OATC OFFICE ADMINISTRATOR

1. 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 Carol Moore at the OATC office 503-261-0878.

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Member "Want Ads" A Click Away

Looking for some additional help during tax season? Or hoping to find someone in your area that needs an extra hand? Remember that our Member Classified Ads are just a click away!

Description of Our Territory

OATC is the parent organization of all Oregon NATC chapters.

Contact Information

Mailing Address	PO Box 25100, Portland, OR 97298
Phone	503-261-0878 1-800-478-4943
FAX	503-261-0963
Email	oatc@natctax.org

Oregon Association of Tax Consultants Board Members and Committees
President Contact Phone Email	Susan High 503-655-3737
1st Vice President Contact Phone Email	Janice D Wyss 503-762-1432
2nd Vice President Contact Phone Email	Beverley J Diercks 503-394-3510
3rd Vice President Contact Phone Email	Eric Arnoldus 541-963-8304
Secretary Contact Phone Email	Cheryl L Brown 541-975-1850
Treasurer Contact Phone Email	Laurie Mills 503-492-6606
Immediate Past President Contact Phone Email	Denny J Purkey 503-620-3061
Newsletter Editor Contact Phone Email	Patricia G Davis 208-365-4732
Webmaster Contact Phone Email	Linda D Keast 503-244-2060
NATC Representative Contact Phone Email	Lee Reams 541-607-5052
NATC Representative Contact Phone Email	Mary Linebarger 541-298-2829
State Board Rep. Contact Phone Email	Judith A Wilkins 503-777-5112
Office Administrator Contact Phone Email	Linda K Musson 503-292-6252
Legislation Comm. Contact Phone Email	Gayle Gilmour
Association Liaison Contact Phone Email	Janis Salisbury 503-657-9251
Budget/Acct Committee Contact Phone Email	Laurie Mills 503-492-6606
Bylaws Committee Contact Phone Email	Dena Burgess 541-889-5232
Scholarship Comm. Contact Phone Email	Nolan A Geraths 503-769-7137
Accounts Payable Contact Phone Email	Laurie Mills 503-492-6606
ODR Liaison Contact Phone Email	Phyllis Hunt 503-463-9019
IRS Liaison Contact Phone Email	Janis Salisbury 503-657-9251
2010 Conv. Committee Contact Phone Email	Lee Reams 541-607-5052
Awards Committee Contact Phone Email	Liz Bridge 503-762-4543
Past President Contact Phone Email	Denny J Purkey 503-620-3061
Group Svcs Committee Contact Phone Email	Carol Moore 503-771-9313
Nominating Committee Contact Phone Email	Denny J Purkey 503-620-3061
2008 Conv. Committee Contact Phone Email	Janice D Wyss 503-762-1432
Building Committee Contact Phone Email	Laurie Mills 503-492-6606
Awards Committee Contact Phone Email	Nolan A Geraths 503-769-7137
SOP Committee Contact Phone Email	Dena Burgess 541-889-5232
Membership Comm. Contact Phone Email	Linda K Musson 503-292-6252
Education Committee Contact Phone Email	Vickie D Hull 503-472-8020
2009 Conv. Committee Contact Phone Email	Jo Dattke 5413822084
Officers Retreat Contact Phone Email	Eric Arnoldus 541-963-8304
Sunshine Committee Contact Phone Email	Elke Gribskov 208-377-4303

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.