Oregon Narrative

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  • #2969057
    Chloe
    Participant

    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.

    AUD - 73, 72, 81

    BEC - 65, 74, 76

    FAR - 75 (expired), 76

    REG - 74, 77

    #2969105
    monikerncmonikernc
    Participant

    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.

    AUD - 93
    BEC - 82
    FAR - 76
    REG - 88
    How have you been?
    Ninja book and MCQs and the forum, all the way!

    Licensed State of Montana April Fool’s Day 2020
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