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 VITA service has filled all remaining appointment slots and cannot schedule anymore.
If you still need to file your taxes, try myfreetaxes.com, or consider reaching out to a
trusted friend or family member who can help you.

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.

Our tax assistance season is currently over. We will offer our tax assistance again in 2022. 
If you still need to file your taxes, try myfreetaxes.com, or consider reaching out to a
trusted friend or family member who can help you.

Location

Bozeman Office
32 S Tracy Ave
Bozeman, MT 59715

Livingston Office
121 S Second St
Livingston, MT 59047

Contact Information

VITA
p: 406.585.4878
f: 406.585.3538
vita@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.