Missoula and the Bitterroot valley

Status for 2021

All three locations in the Missoula/Bitterroot Area are no longer accepting appointments are are closed for the 2020 tax season. If you have a question on a return we prepared for you, please leave a message at (406) 285-1131.

Model 1

In the first model, your taxes are prepared without a visit to our site. You will need to use a computer, email, video calls, a scanner and a printer. If you are unfamiliar with these technologies, maybe someone you trust can help you.

  • First, contact us via email at mt1d04@aarpfoundation.org to let us know you are interested in this option.

  • We will email you the intake forms for you to fill out at home.

  • Scan in all the required documents and email them back to us.

  • Within a week, we will contact you with a link for printing your tax return and schedule a video call to review and sign your return.

Model 2

The second model involves three visits to the site:

    • Phone to make an appointment.

    • The first visit will be before your appointment to pick up your intake forms.

      • Fill out the intake forms at home and organize your tax documents.

    • The second visit will be at your appointed time for intake of your completed forms and documents. At this visit, we will give you your final appointment time.

      • During the next week, we will prepare your taxes.

    • The third visit for your final appointment is to review and sign your tax returns.