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Tax Training Options

This page is a one-stop resource to provide you with information about volunteer tax training to become a VITA or AARP TCE Volunteer. Several training options are available to volunteers throughout the state. Attend any or all!

Classroom Trainings:

Classroom trainings are offered in most major cities in Montana.

   BILLINGS

  • AARP:
    • New Volunteers: Training will be held January 14-15, 2016 from 9 am - 3 pm at First Baptist Church | 218 North 34th St (across from The Moss Mansion). Contact Pam Ellis for more information or to sign up at pamellis50@gmail.com.
    • Returning Volunteers: Training will be held January 19-21, 2016 from 9 am - 3 pm at First Baptist Church | 218 North 34th St (across from The Moss Mansion). Contact Pam Ellis for more information or to sign up at pamellis50@gmail.com.
       
  • VITA:
    • Orientations: January 9th & 18th, 2018 from 5-7pm at HRDC (7 N 31st St)
    • Certification Classes: January 21st & 28th, 2018 from 1:00 to 5:00pm at HRDC (7 N 31st St)

   BUTTE

  • VITA: January 4-6, 2016 from 9am-4pm with a break for lunch | St. Ann's Church 2100 Farrugut Ave. Please contact Carin McClain to sign up at 1-800-745-5546 x 142.

    BOZEMAN

  • AARP: January 18-22, 2016 at the Bozeman Senior Center | 807 N Tracy Ave. For Information contact Chuck Geller at 406-219-3948.
  • VITA: HRDC - 32 S Tracy
    • January 4, 2018 3:00-5:00pm
    • January 11, 2018 5:00-7:00pm
    • January 16, 2018 3:00-5:00pm
    • January 18, 2018 5:00-7:00pm
    • January 25, 2018 5:00-7:00pm
    • More training time is available upon request. Contact VITA Site Coordinator Whitney Whittecar at (406) 585-4873 for more information.

   HAMILTON

  • AARP: TBD

   HAVRE

  • VITA: TBD

   HELENA

  • AARP: January 9-12, 2018 from 9 am - 5 pm and January 15, 2018 from 1 pm to 3 pm, if needed.  All training is held in the large meeting room at the Lewis & Clark Library. Please call 406-227-8283 for more information.
  • VITA: Helena College U of M, Room DON 130, January 20th, 2018 from 9am-1pm. Will focus on software input, state adjustments to federal return, and answering your specific tax questions.

   GREAT FALLS

  • VITA: January 15-19, 2018 from 9:00 a.m. to 4:00 p.m. at the Great Falls Senior Center, 1004 Central Avenue, 2nd Floor. Please contact Jessie Murray to sign up at 406-454-5730. Other individualized sessions will be available.

   KALISPELL

  • AARP: January 4-8, 2016 from 9:00 am - 6:00 pm at the FVCC Workforce Training Lab | Arts & Resource Building | 745 Grandview Dr | Kalispell, MT 5990l. Contact Porki Harris at 406-257-1296 to sign up.
  • VITA: January12-14, 4-8 pm at FVCC Workforce Training Lab. Contact Carin McClain to sign up. 

   MISSOULA

  • AARP: TBD

   POLSON

  • AARP: TBD

IRS Link & Learn:

The IRS sponsors online tax preparer training called Link & Learn. This training is completely online and best-suited for independent learners. Visit their website to get started.

 

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