Important!  The Tax Planning Institute, LLC is relocating to southern Oregon and is in the process of obtaining updated telephone and fax numbers.  The telephone company is attempting to provide us the same numbers but with the (541) prefix instead of our current (503).  We have been informed there may be temporary interruptions in our service during this period.  We kindly ask our customers please mail orders & examination grading sheets to our current address in lieu of faxing during the interim.   Please email any questions to dmayercfp@yahoo.com if we can not be reached by telephone.  Thank you for your patience during this period!   

The Tax Planning Institute, LLC provides informative and affordable Continuing Professional Education programs for Oregon Licensed Tax Professionals and IRS Enrolled Agents. We offer a wide array of topics that are relevant to the informed tax and financial professional. Our self study correspondence tax courses have been approved by the State of Oregon Board of Tax Practitioners for LTP/LTC CPE hours, as well as the IRS Office of Director of Practice for Enrolled Agent credit hours.

In addition to our menu of self study courses, we conduct seminars and training workshops on various topics throughout the year for the professional who prefers a more interactive learning experience. Our seminars qualify for CPE credit for Oregon LTC/LTPs, CPAs, ChFCs, ATAs, ATPs and IRS Enrolled Agents.

Our subsidiary firms; Mayer Tax Advisory Group, LLC & Mayer Financial Group, provide consulting services for tax and financial professionals and respective clients. A few of our additional services include business set-up assistance, professional business and estate mediation services, fee-only financial planning, IRC Section 1031 Exchange services and Social Security disability advocacy consulting.