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?
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
AICPA Ethics 93
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If you want things to change you have to do something different.