Oregon Tax License Requirements

California and Oregon are currently the only states in the Nation that require tax preparers to be licensed and meet professional tax education requirements. Maryland is due to follow this procedure next year along with many other states. In addition, Federal tax regulations are being proposed that will require the IRS to license tax preparers nationwide.

Oregon Tax Education Homepage

An Oregon Tax Consultant license enables an individual to lawfully prepare Oregon personal income tax returns in the State of Oregon for a fee as a self-employed or independent Oregon tax practitioner.

The requirements to become an Oregon Licensed Tax Preparer or tax consultant:

•  Must be at least 18 year of age.
•  Must have a high school diploma or have passed an equivalency examination.
•  Must complete a minimum of 80 clock hours of basic income tax law education. We are currently only approved to offer Oregon continuing tax education.
•  Must pass the Oregon tax preparer examination administered by the Oregon Department of Professional Tax Preparers with a 75% pass rate or higher.
•  Must have a certificate of completion of the 80-hour Oregon Basic Course and be submitted with your Oregon license application before your Oregon tax license will be issued.

If you are already an Enrolled Agent to become an Oregon Tax Consultant:

•  Submit a copy of your Treasure card.
•  Pass the Oregon tax consultant examination on Oregon tax law, Oregon Income Tax Service Law and the Oregon Tax Board Code of Professional Conduct with a 75% or better.