[Chloe]

Hi,

Can anybody share your thoughts for my concern?

Basically, Oregon requires a narrative to describe what I have done to meet their seven core competencies and I need to take an example to support my opinion.

I am doing taxes in a public practice and if I need to support the core competencies, and based on my limited understanding, I need to take a specific example like my client received a letter from AZ for supporting this credit due to what reason. To do so, I did research this and that and my finding was this. However, can I reveal the info without client’s consent? I mean of course, I won’t say client’s name or the name of business but I am not sure what the boundary is to share the client’s info with the board. I’ve read my people’s narratives had been rejected due to lack of details.
Otherwise, I have no idea how to take a detail example.

If anybody had experience for licensing to OR, could you please help me out?

Thank you.

[monikernc]

I am a Montana candidate who used the Oregon competencies for tax as a guide. I was not specific about clients but listed everything I did and hit most, if not all, of the competencies for tax practice. I can upload a redacted copy of what I used to support my application and it should give you a good start on yours for Oregon. To be clear Montana does not require what Oregon does but in the absence of guidelines I found Oregon’s competencies helpful. I think Oregon will want more detail than Montana requires. I will do it tonight if you want.

FAR 7/25/15 76!
AUD 10/30/15 93
BEC 2/27/16 82
REG 5/23/16 88!
Ninja Book and MCQ and the forum - all the way!!!
and a little thing i like to call, time and effort!
if you want things to change, you have to do something different

[Affekerl]

Hi Monikernc,

I'd be very interested to see what you came up with for your narratives. I'm struggling to understand exactly what the Oregon Board wants for each competency. I find the prompts confusing.

AUD: 81 (10/30/15)
BEC: 80 (01/19/16)
REG: XX (05/XX/16)
FAR: XX (07/XX/16)

[Vicky]

x

[Author]

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