Taxes (VITA)

Let us help you with your taxes

Our Volunteer Income Tax Assistance (VITA) service is an effective way to provide
financial opportunity to individuals across our community.

Our free Volunteer Income Tax Assistance (VITA) service helps low to moderate income individuals navigate the complicated tax process. In 2019, we helped to return over $1,000,000 back into the pockets of individuals living in Southwest Montana.

Individuals with incomes of less than $57,000, or persons with disabilities, are eligible for tax assistance through VITA. Assistance is available across our service area in Belgrade, Big Sky, Bozeman, Gardiner, Livingston, and White Sulphur Springs. Our VITA service typically operates from February to April.

We have started scheduling appointments from Monday, February 8, 2021 through Thursday, April 8, 2021. In an effort to maintain social distancing guidelines and keep everyone safe, services will be a drop-off/pick-up model instead of face-to-face. Customers will get details when they schedule their appointment. In order to verify their identity, VITA customers must bring a photo ID and Social Security Card to their appointment. Customers must also bring all applicable tax documents for the 2020 tax year (Forms W-2, 1099, 1098, 1095-A/B/C, charitable contributions) including Notice-1444 and Notice 1444-B reporting stimulus payments. If individuals are seeking direct deposit for their refund or payment, they will need their bank account number and their bank’s routing number.

To schedule an appointment in Bozeman, Belgrade, White Sulphur Springs, Gardiner, or at the MSU Veterans Cetner, please call 406.585.4848. To schedule an appointment in Livingston, please call 406.223.4479.

For VITA volunteer opportunities, please call 406.585.4863 or email Marc at mgraham@thehrdc.org 406.585.4863.

Location

Bozeman Office
32 S Tracy Ave
Bozeman, MT 59715

Livingston Office
111 S Second St
Livingston, MT 59047

Contact Information

For Tax Assistance
Bozeman, Belgrade, Gardiner, White Sulphur Springs, MSU Vet Center
p: 406.585.4848

Livingston
p: 406.223.4479

For Volunteer Opportunities

p: 406.585.4863
mgraham@thehrdc.org

Financial Opportunity Coordinator
p: 406.451.8178
f: 406.585.3538
vita@thehrdc.org

Newsletter Sign Up

What would you like to hear about?

Brooke Poole

Public Sector

Place holder text…

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.