Tax Assistance

We believe every family has the power to be self-sufficient

Free Tax Preparation and Filing!

The Volunteer Income Tax Assistance (VITA) program offers free tax preparation to people who earn $54,000 or less, persons with disabilities, and elderly, taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

Tax preparation is available beginning on January 29th and operates through April 12th, 2018.

What to bring:

  • Photo identification– MUST HAVE
  • Social Security cards and birth dates for each member of the family – MUST HAVE
  • W-2 forms for all jobs worked in 2017
  • All 1099s for other income in 2017, if applicable
  • Forms 1095-A, B or C, Affordable Health Care Statements, or health insurance exemption certificates
  • Other tax-related documents such as: interest statements, federal loan documents, retirement statements, list of organizations to which you made charitable donations, etc.
  • Childcare provider name, address, and tax ID number, and amount paid in 2017
  • Banking or credit union account information
  • Voided check and/or savings deposit slip for direct deposit
  • Copy of last year’s tax return– if you have it

If married filing jointly, both parties MUST be present to sign the tax return.

VITA Locations:

Fork and Spoon Homestyle Kitchen (formerly Community Cafe), 302 N. 7th Avenue, Bozeman
Walk- in Only
Monday, Wednesdays and Thursdays from 12-3pm

***New this year, VITA Valet! Drop off your taxes with us! If you are a single individual with W2s, you have the opportunity to leave your tax information to be prepared by our volunteers. Skip the long lines, drop off all your paperwork, and we’ll call you when they’re ready! Stop by the Fork and Spoon for more information.

HRDC Office
32 S. Tracy, Bozeman
By Appointment Only
Monday and Wednesdays from 5pm-7pm
Call or text VITA staff at (406) 404-0725 to make an appointment

HRDC Office in Livingston
111 S. 2nd Avenue, Livingston
By Appointment Only
Tuesdays, Wednesdays, and Thursdays from 11am – 3pm
Call (406) 333-2537 to make an appointment

Big Sky Community Food Bank
47995 Gallatin Road, Big Sky
By Appointment Only
February 13th & 20th, and March 20th from 11am-3pm
Call (406) 995-3088 to make an appointment

White Sulphur Springs Senior Center
101 1st Ave SE, White Sulphur Springs
By Appointment Only
February 23rd and March 9th
Call (406) 404-0725 to make an appointment

You may also visit to prepare your own taxes free of charge, or visit