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Taxes

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Tax Support that Puts You in the Driver’s Seat

Wish you knew how to fill out your own tax forms?

Beginning February 1, 2024, we will help you file your own taxes at no cost to you. Please note, we are no longer providing income tax preparation through the VITA program.

This year we are no longer providing free basic income tax return preparation through VITA. If you would like to learn how to fill out your own taxes, we will help you use tax software to fill out your taxes.

If you would like to prepare and file your own taxes without assistance, you may wish to explore the following software programs: TurboTax, Tax Slayer, or myfreetaxes.com.

If you would like to learn how to fill out your own taxes, we will help you. Learn how to enroll by clicking on the “How Can I Enroll or Participate” section.

If you would like someone else to do your taxes at no cost to you, as HRDC did in past years with the VITA program, please contact our partners at AARP.

VITA Assistance Contact Information

Livingston Senior Center: 406-333-2276
Belgrade Senior Center: 406-388-4711
Bozeman Senior Center: 406-586-2421

There are no age restrictions for these programs.

To learn how to fill out your own taxes, drop by one of our locations during our available windows of time indicated for each office below. Appointments will not be scheduled in advance and no appointment is needed to obtain support.

Bozeman, HRDC’s Market Place
406-585-4848
206 E Griffin Drive
Mondays: 9:00 a.m. – 1:00 p.m.

Belgrade Library
406-585-4848
106 N. Broadway
Wednesdays by appointment: call 406-585-4878

Livingston HRDC Office
406-585-4848
121 S. 2nd St.
Tuesdays: 9:00 a.m. – 1:00 p.m.

Please be sure to bring the following items with you when you drop in for support:

  • 2023 Tax Documents
    • W-2
    • 1099
    • 1098
    • 1095-A/B/C
    • Charitable contributions
    • Childcare expenses
    • If you wish to receive your refund electronically, please bring your bank account number and bank routing number.

HRDC Friends and Family:

If you currently work with HRDC, or if you have worked for HRDC in the past, we will help you with your taxes.

Please email dwilliamson@thehrdc.org to set up an appointment.

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Location

Bozeman Office
32 S Tracy Ave
Bozeman, MT 59715

Livingston Office
121 S Second St
Livingston, MT 59047

Contact Information

p: 406.585.4848
taxhelp@thehrdc.org

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Brooke Poole

Public Sector

Since 2015, Brooke has been working with Allergan Aesthetics, Body Contouring. In 2018, Brooke began her role as Senior Manager of Training. Brooke graduated with a Bachelor’s of Science in Commercial Photography from Appalachian State University in 2011.

Brooke began her role on our Board in 2019. However, she feels it’s more fitting to say that she gets to serve on our Board. For Brooke, an evening at our Fork & Spoon was her first glance into our organization’s powerful work. As Brooke states, joining the Board has only expanded her appreciation for the caliber of people leading our mission and the impact of our vast ecosystem of services. While metrics alone are impressive, Brooke likes to visualize each number as an individual example of support – an extension of a helping hand, a moment of relief – given to one of our neighbors. She is grateful for the opportunity to participate in shaping HRDC’s future.

Although Brooke spends most of her volunteer time with HRDC, she was fortunate enough to build with Habitat for Humanity over the course of the summer in 2020. Her favorite place to spend time is anywhere under the Big Sky, although Hyalite may be her favorite place on Earth.

Ron Brey

Public Sector

Ron served as Bozeman’s Assistant City Manager from 1990 to 2008. After retiring, Ron joined our Board in 2011. Ron received his Bachelor of Arts in History from the University of Montana in 1977, and his Masters in Science in Rural, Town, and Regional Planning from the University of Montana in 1987.

During his time with the City of Bozeman, Ron saw the important role that HRDC has played in our community. Ron has seen that HRDC provides necessary social services to assure that all Bozeman residents could obtain housing, food, training, employment and the other necessities of life. He also came to understand that HRDC was always able to respond immediately as new community needs arose. Ron believes that the dedication, hard work, and compassion of HRDC’s staff make it a real honor to serve on the Board.

Ron also serves on the Trails, Open Space and Parks Committee for the City of Bozeman, and as a volunteer with the Red Cross. One of Ron’s favorite activities is walking his beloved dog every day, enjoying many of Bozeman’s trails and parks, like Burke Park, Bozeman Creek, and the Hyalite and Mount Ellis areas. Ron and his wife Claire enjoy spending their days with family, friends, and time outdoors.