Basic Tax Law Course Enrollment Agreements

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ONLINE BASIC TAX COURSE CATALOG

(On-Demand Online Program Covering 2015 Federal & Oregon Law)

 

Program Information

The Online Basic Tax Course (2015 Federal & Oregon law) contains 98 hours of online education offered through 28 interactive on-demand study sessions and proctored closed-book mid-term and final exams.  Students are expected to complete two sessions per week.  The length of each session varies depending on the amount of material that needs to be covered.  This course meets all requirements set forth by the Oregon Board of Tax Practitioners and covers both federal and Oregon individual income tax laws.  Students who successfully complete this course qualify to sit the Oregon Tax Board Examinations.

Delivery of Lessons and Materials

Students will log onto Pacific Northwest Tax School’s Learning Management System (LMS) to download and print course materials.  Students will access pre-recorded video lectures and complete required reading, classwork, homework and quiz assignments via the online LMS.

 

 

Course Format           Schedule                    

Online interactive                  Self-directed (2 or more sessions per week)

 

This is an on-demand course.  Recommended completion time is 14 weeks with students completing two or more sessions per week.  Release date for this program is September 1, 2016.  Students enrolling prior to September 1, 2016 will have access to course materials, lecture videos and tests beginning September 1, 2016. 

 

Course Start Date

The course start date is the later of:

1.     

The date the student is enrolled in the course, or

2.     

September 1, 2016.

 

 

Enrollment Dates

Enrollment will be accepted at any time with the following conditions:

  1. Enrollment Agreement is signed by the student or student’s representative (such as a student’s employer) and a school official. Electronic and hard paper signatures are considered equally valid by the School.
  2. All required enrollment fees are paid in full.

 

Course Outline

Pacific Northwest Tax Schools’ Online Basic Tax Course covers the fundamentals of income tax preparation.  Our course materials (in pdf format), chosen and developed by our experienced professionals, include:

  • 2016 Student Handbook (a 28 session workbook designed to supplement information contained in federal and Oregon publications and to provide working problems for students to apply their knowledge.)
  • Classwork Answer Keys
  • Homework Answer Keys
  • Quiz Answer Keys

 

Students will also be required to obtain various IRS and Oregon publications. All are available (at no charge) for download at the following websites.

 www.irs.gov

http://www.oregon.gov/dor/PERTAX/Pages/formspit.aspx

 

Oregon Publication 17 ½ can also be obtained in printed form for a nominal charge from the Oregon Department of Revenue.

 

Curriculum

Filing Status and Filing Requirements

Personal Exemptions and Dependents

Standard Deduction and Itemized Deductions

Wages, Salaries, Tips and other Earnings

Interest and Dividend Income

Pension, Retirement Plans and IRA’s

State Refunds, Scholarships, Social Security, Alimony

Adjustments to Income

Self-Employment Income and Expenses for Small Businesses

Rental Properties

Depreciation and Amortization of Property

Investment Income and Expenses

Sale of Home/Installment Sales

Earned Income Credit

Child Tax Credit

Child and Dependent Care Credit

Estimated Tax, Amended Returns, Extensions

Tax Tables, Penalties and Interest

Oregon Filing Requirements

Oregon Additions and Subtractions and Credits

Oregon Part-Year and Nonresident Returns

Oregon Code of Conduct Governing Tax Practitioners

 

 

 

Tuition and Fee

Nonrefundable Application Fee       $   10.00

Tuition                                                      65.00

Course materials                                   494.00

            Total                                         $569.00

 (Student manual is delivered as a printable PDF file.)  

 

Entrance Requirements

A person must be at least 18 years of age.   *To be eligible to sit the Oregon Tax Preparer Exam, a person must be at least 18 years of age and hold a high school diploma or GED equivalency. *This is a requirement of the Oregon Board of Tax Practitioners and NOT the school.

 

Credit for Previous Training

Previous training will not be accepted as substitution for any part of course requirements.

 

Computer, Equipment & Internet Requirements

This is an on-demand, online course.  Students enrolling in this course will participate in pre-recorded sessions via a computer with an internet connection.  Students enrolled in the course will need to have:

1.     

Access to a computer with an internet connection (a high-speed DSL or cable internet connection is recommended (minimum 512K))

2.     

A headset or speakers to hear audio instructions and presentations.

3.     

Adobe Flash Player

4.     

Adobe Reader

 

School Facilities, Equipment and Instructional Resources

This vocational School is located inside the tax and accounting offices of Pacific Northwest Tax Service, located at 13405 NW Cornell Road, Portland, OR. 97229. The School is wheelchair accessible. Free parking is available on site in the parking lot behind the building.

 

The School provides no physical facilities for students. All instructional materials and resources provided to students are delivered through OpenCampus which is the School’s proprietary online learning management system.

 

Standards of Progress and Performance Required of Students

Students must maintain satisfactory progress while enrolled in the course.  To receive a Certificate of Completion, students must:

  1. Complete all 28 required sessions.
  2. Use the online LMS to submit completed quiz, classwork and homework assignments for all course sessions.
  3. Each student must successfully complete the following four exams with a cumulative average combined score of 70% or higher: 
    1. Open book midterm consisting of the preparation of a tax return based on information given by the instructor.  The scope of the return will include topics covered in the first 13 sessions of the course.  Students are allowed to use resources in the preparation of the return.
    2. Closed book midterm exam consisting of true/false and multiple choice questions and mini-problems covering the first 13 sessions of the course. 
    3. Open book final consisting of the preparation of a tax return based on information given by the instructor. The scope of the return will include topics covered during the entire course.  Students are allowed to use resources in the preparation of the return.
    4. Final exam consisting of true/false and multiple choice questions and mini-problems covering the entire course.  Students will not be allowed to use reference materials. They can use a calculator for this exam.

 

 

Attendance Policy

Students shall be required to complete 28 course sessions from the date of enrollment to the date of course completion.  Certificates of completion will not be issued without the completion requirement being met. You must view each completion certificate in each session to register your attendance. This is an on-demand course.  As such, there is no classroom time. All students complete this course on line, according to their own schedule. Students must complete course sessions in the correct sequential order as provided by the School.

 

Verbal and Written Warnings

Students must follow all School procedures, rules and instructions as provided for inside OpenCampus and via course materials and videos. Students who do not follow School procedures may, solely at the discretion of the School, receive written warnings which will be delivered via the student’s email account. Regardless of communications from the School, students who fail to follow School procedures, rules or instructions may be evicted from the Course or given a failing grade.

 

Leave of Absence

Pacific Northwest Tax School does not grant leaves of absence.  Material being purchased is time sensitive and a leave of absence would leave the student with material that is out of date.

 

Acceptance Notification

If a student registers in person, they will be notified immediately of acceptance, subject to completion and payment for the course. Students who register online will receive an email indicating acceptance within 1 hour of registering.  Students who do not receive an electronic email acceptance within one hour should check their spam folders or notify the School via email or telephone.

 

Grading System

Successful Completion (requires 70% grade on all homework and session quizzes and an average 70% grade on the midterm and final exams)

 

Unsuccessful Completion (failing to meet 70% grade on all homework and session quizzes, an average 70% grade on the midterm and final exams and/or  not completing all assignments.)

 

 

 

Completion Time

Students have 6 months from course start date to complete the course.  If after 6 months a student has not completed the course, school support for the student shall end. 

 

A student who has not completed the course within 6 months of start date may request an extension of time to complete the course.  The School, at its sole discretion, may extend support to a student beyond the initial 6 month period for an additional fee of $100 for each additional 3 months of support.  Students who fail to complete the course within 12 months of start date will not receive further extensions.

 

Certificate of Completion

Students who successfully complete the course shall be awarded a Certificate of Completion.

 

Student Records

Complete student files are kept in an electronic format for 4 years. Student transcripts are kept for 25 years, as required by the Higher Education Coordinating Commission. Students may request to view their file by sending a written request to the school. They may schedule a time that is convenient to both the student and school to view their file. A student’s file contains the following:

 

            Individual session academic record

            Application and enrollment form

            Transcript with final grades

            Copy of Certificate of Completion

 

Student files and records are not available to the public or any other staff member of the School other than the instructor and support staff of the school.

 

Legal Holidays

School programs operate year-round.  School support is unavailable on national holidays and the week between Christmas and New Year’s.  The definition of “national holidays” for the purpose of this course consists of the following:  New Year’s Day, Memorial Day, July 4th, Labor Day, Thanksgiving Day and the day after Thanksgiving, and Christmas Day.

 

Nondiscrimination Policy

Admission is not based on sex, age, race, color, religion, ethnic origin or sexual orientation. All students will be treated under the same standards as defined in ORS 659.850.

 

Any person unlawfully discriminated against as described in ORS 345.240 may file a complaint under ORS 659A.820 with the Commissioner of the Bureau of Labor and Industries.

 

The school’s policies governing all staff will be enforced in situations where instructional staff and other school personnel have been found to have engaged in discriminatory behavior.

Disciplinary Policy

Students and employees shall be a credit to themselves and to the school.  All school rules must be followed.  The school administration maintains the right to dismiss students and employees for violation of school rules or for unethical, libelous or slanderous conduct.

 

Examples of violation of School rules include:

1.     

Posting inappropriate content or questions in the Q&A Forum.

2.     

Use of unauthorized materials during the closed book midterm or final exams.

3.     

Failure to follow course instructions or procedures.

 

Examples of unethical behavior include:

1.     

Cheating on course assignments and exams.

2.     

Use of answer keys obtained from an unauthorized source (such as a current or previous student).

 

Probation and/or Suspension

As this is a noncredit course and the student elects whether to participate or not, the School does not place any student on probation or suspension.

 

Reinstatement after Termination

If a student is terminated for any reason, re-admittance will be on an individual basis according to evaluations made by school officials.

 

Student Grievance Policy

Students aggrieved by actions of the School should attempt to resolve these problems with appropriate school officials.  Should this procedure fail, students may contact the Higher Education Coordinating Commission 755 Court N.E., Salem, OR  97301, Phone (503) 947-5751.

 

Placement Service

This school does not offer placement service to students.  However, students who successfully complete the course are invited to apply for employment opportunities with Pacific Northwest Tax Service. Pacific Northwest Tax School also sponsors findataxjob.com which is a free online matching system where students can post resumes and employers can post job openings.  Students are invited to utilize www.findataxjob.com as a resource for seeking employment.

 

Refund Policy

Refund Schedule for Self-Directed Instruction (OAR 715-45-038) (ORS 345.113)

 

  1. Student may cancel enrollment prior to commencement of classes by giving written notice to the school.
  2. If cancellation occurs within five business days of date of enrollment but before student has accessed the lessons in the LMS, the student will receive a 100 percent refund of tuition and fees.
  3. If cancellation occurs after five business days of the date of enrollment, but before student accesses lessons in the LMS a $25 withdrawal fee will be charged.
  4. There will be no refund for course materials once a student has accessed the first lesson of the course.
  5. The course start date shall begin on the date the enrollment agreement is signed by the student and a school official or on the date course materials are made available to the student, whichever is the later date.  Students are required to complete this program of study within the 14-week period commencing on the course start date. Tuition shall be prorated on a per-session basis with no refund being issued after the earlier of:
    1. 7 weeks from the course start date, or
    2. Completion of Session 14 course material
  6. If termination occurs later than 7 weeks from the course start date or after receipt by the school of 50 percent or more of the completed lesson assignments, the school may retain 100 percent of the total tuition costs plus the established registration fee.
  7. Support for this program will expire 6 months from date of enrollment.  

 

 

 

 

How Do I Enroll?

To secure your enrollment in this online course, complete the application form and enrollment agreement on the following pages and email, fax or mail to

Pacific Northwest Tax School

13405 NW Cornell Rd.

Portland, OR  97229

Fax: 503-350-0265 Email: enrollments@pnwtaxschool.com

 


APPLICATION FORM

Pacific Northwest Tax School

13405 NW Cornell Rd.  Portland, OR  97229

Phone: 503-646-5600    E-mail: enrollments@pnwtax.com

Visit our website at www.pnwtaxschool.com

 

Online Basic Tax Course (2015 Federal & Oregon Law)

 

School Location                                                                  

13405 NW Cornell Rd. Portland, OR 97229                                               

 

Effective Date: 

The effective date of this agreement is the date it is signed by the student and an authorized representative of Pacific Northwest Tax School, and the enrollment, tuition and student manual fees totaling $569.00 is paid.

 

Refund Policy

Refund Schedule for Self-Directed Instruction (OAR 715-45-038) (ORS 345.113)

  1. You may cancel enrollment prior to commencement of classes by giving written notice to the school.

2.     

If cancellation occurs within five business days of date of enrollment but before student has accessed the lessons in the LMS, the student will receive a 100 percent refund of tuition and fees.

  1. If cancellation occurs after five business days of the date of enrollment, but before student accesses lessons in the LMS a $25 withdrawal fee will be charged.
  2. There will be no refund for course materials once a student has accessed the first lesson of the course.
  3. The course start date shall begin on the date the enrollment agreement is signed by the student and a school official or on the date course materials are made available to the student, whichever is the later date.  Students are required to complete this program of study within the 14-week period commencing on the course start date. Tuition shall be prorated on a per-session basis with no refund being issued after the earlier of:
    1. 7 weeks from the course start date, or
    2. Completion of Session 14 course material
  4. If termination occurs later than 7 weeks from the course start date or after receipt by the school of 50 percent or more of the completed lesson assignments, the school may retain 100 percent of the total tuition costs plus the established registration fee.
  5. Support for this program will expire 6 months from date of enrollment.  

 

 

Please accept my application for enrollment in the above mentioned class. I have read and understand the terms of enrollment.

 

___________________________                                                      ________________________

Applicant Signature                                                                            Date

 

____________________________                                                    ________________________

School Official                                                                                   Date Application Received

 

ENROLLMENT AGREEMENT

ONLINE BASIC TAX COURSE (2015 Federal & Oregon Law)

 

Pacific Northwest Tax School

13405 NW Cornell Rd. Portland, OR  97229

Fax: 503-350-0265

Student’s Name:   _______________________________________________________________

 

Student’s Address:_______________________________________________________________  

                                                        Street Address

                                ___________________________  ______________  _____________

                                                          City                                                State                                Zip

 

Student Contact _________________ ________________   ____________________________

                                Home Phone                              Cell                                                         E-Mail

 

Employer name:________________________________________ Work Phone: _______________

 

 

I agree to enroll in Pacific Northwest Tax School’s Online Basic Tax Course (2015 Federal & Oregon Law).

Application Fee:                 $ 10.00

Tuition:                                  $ 65.00  

Student Manual:  $494.00 (Student will self-print PDF file)             

                           

 

I have read and received a copy of this Enrollment Agreement and the Course Catalog and agree to all stipulations listed therein.  I certify I am 18 years of age or older.  I hereby agree a facsimile signature on this Enrollment Agreement makes this enrollment legally binding.

 

Course start date is: _____________________ (Date signed by student, but not earlier than 9/1/2016)

Course end date is:  _____________________ (14 weeks after start date)

 

□ I elect to receive all course materials via email for a total program fee of $569.00

 

My check in the amount of $________ is enclosed.

My enrollment fee of $________ has been paid online.

 

I authorize $______ to be charged to my Credit/Debit Card # _______ _______ _______ _______

                                                                                    

Expiration Date _____ /______ 3 Digit Code________

_______________________                   ______________________

Signature of Student                                        Date

 

_______________________                   ______________________

Signature of School Official                           Date

 

Any student inquiry regarding this contract may be made in writing to:

 

The Higher Education Coordinating Commission

755 Court St., Salem, OR  97301

 

 

IRS Approved

IRS Approved Continuing Education Provider

Notice to Members of the National Association of Enrolled Agents: NAEA requires its members to obtain 30 hours of CPE each year. NAEA further requires the CPE be in compliance with IRS guidelines. As an IRS approved sponsor of CPE, our programs meet CPE standards set forth by NAEA.

NASBA

Approved National Registry of CPE Sponsor

NASBA Sponsor #109290


Pacific Northwest Tax School is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website:  www.nasbaregistry.org

California

California

Pacific Northwest Tax School's courses fulfill continuing education requirements for California CPAs and IRS EAs.

Notice to California CRTPs: We are not currently offering CTEC-approved courses due to recent changes in CTEC's requirements.
Click here for more information.
.

OR Board of Tax Practitioners

Pacific Northwest Tax School is a licensed vocational school regulated by the Oregon Higher Education Coordinating Commission. Our CPE programs are approved by the Oregon Board of Tax Practitioners.

TX State Board of Public Accountancy

Texas Sponsor #009794

The Texas State Board of Public Accountancy requires CPAs obtain CPE from a Board-approved sponsor. Pacific Northwest Tax School has registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE programs.

NY State Board of Public Accountancy

Sponsor License #002479

The New York State Board for Public Accountancy requires CPAs obtain CPE from a Board-approved sponsor. Pacific Northwest Tax School has registered with the New York State Board for Public Accountancy as a CPE sponsor.

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