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Licensing Information
Becoming Licensed
 
Do I Need A License?

How to Become Licensed in Tax Preparation

Certification and Licensing Requirements 
 
 

Education

Except for renewal of an initial license, a Licensed Tax Consultants or Licensed Tax Preparers renewing their license are required to submit by self-attestation on the annual renewal form that they have completed at least 30 hours of acceptable continuing education since the last renewal date.  

Each license shall attest on the renewal to have completed within the 30 continuing education requirement a minimum of two (2) hours of acceptable continuing education in professional conduct and ethics since the last renewal date.
 
As per OAR 800-015-0010 continuing education credit will be accepted only for courses and seminars that comply with all Board rules regarding continuing education.
 
Seminars, live-group and webinar continuing education courses are acceptable and do not require Board approval if the content directly relates to the expertise of the individual in the preparation of income tax returns as per OAR 800-015-0020.  It is up to each licensee to choose appropriate seminars.    

Oregon Administrative Rule 800-015-0010 requires that self-study and online correspondence courses be pre-approved by the Board ONLY if the course has not already been approved by the California Tax Education Council (CTEC), Internal Revenue Service (IRS), National Association of State Boards of Accountancy (NASBA), or by such other sponsors as may be approved by the Board. 

 
List of Basic Course Sponsors
This list includes Oregon Board approved 80~hour Basic Course sponsors.  These courses are available live, self-study and online.
 
Links to Approved Correspondence Course Sponsors
Links to courses approved by CTEC, IRS, and NASBA. Courses on these sites are accepted for Oregon continuing education credit only if they directly contribute to the expertise of the practitioner in the preparation of income tax returns per OAR 800-015-0020. 
 
List of Additional Board Approved Correspondence Courses
This list includes additional self-study/online courses approved for Oregon continuing education credit.  Per OAR 800-015-0010 the listed courses are acceptable because they have been pre approved by the Board.
 
Continuing Education Speakers
This list includes experienced continuing education speakers available for speaking engagements. 


Compliance

Department of Revenue's Compliance Pilot Project

Did You Know? (Frequent Areas of Violation)

Disciplinary Actions and Final Orders

Civil Penalty Matrix

Oregon Revised Statutes (ORS 673.605 to 673.740)

Oregon Administrative Rules (OAR Chapter 800-001-0000 to 800-030-0050) 
 

General Information
 
Frequently Asked Questions

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