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We Help You Sleep at Night

Welcome to Whaley & Associates P.C. Our main goal is to always achieve a high level of customer satisfaction with the services and products that we provide. This simple approach has effectively fueled our growth since we opened our doors in 1994. We’re thrilled you’ve decided to visit us - please browse our site to discover what we’re all about.

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Refund Status:

Where is my refund (Federal)

Where is my refund (Montana)
Use link, then under Individuals click Where's my refund

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The individual tax rebate is based of your 2021 MT tax return
The rebate will be the lesser of:


  • You will receive either the amount of income tax reported on line 20 of your 2021 MT tax return

  • Or $1,250 if your 2021 MT filing status was single, head of household, or married filing separately, and $2,500 if your 2021 MT tax return status was married filing jointly

How do I qualify:

  • You were a resident of Montana the entire year of 2021

  • You filled a 2020 MT resident or part year resident return

  • You filed a 2021 Mt return

  • You filed a 2020 & 2021 MT tax return by the due date including extensions

  • Line 20 of your 2021 MT return has a greater amount then zero

You will not need to do anything. If you qualify The Department of Revenue will begin issuing Individual Tax Rebates in July of 2023. All rebate must be issued by December 31 2023.

The property tax rebate is a rebate of up to $500 a year of property taxes on a principle residence paid for 2022 & 2023

How much is the Property Tax Rebate?


  • The actual amount of property tax you paid for your principle MT residence or $675

What are the qualifications?

  • Owned and lived in a Montana property as your principle residence for at least 7 months of each year and were assessed and paid property taxes on this residence in the relevant tax year(s)

How do I claim my rebate?

  • Taxpayers may claim the 2022 rebate online through the TansAction Portal or by paper form beginning August 15, 2023. The claim must be filed by October 1, 2023


  • Taxpayers may claim the 2023 rebate online through the TansAction Portal or by paper form beginning August 15, 2024. The claim must be filed by October 1, 2024


Under Income & property tax rebate. Click apply for the property tax rebate

Attached is the PDF form you can fill out and mail off once its filled out



Exceeding Your Expectations

Whaley & Associates has earned its positive reputation because we go out of our way to provide truly exceptional service to each of our customers. We understand that your needs can change last minute, and we’re ready to adapt our services quickly to ensure your success. Read on to learn more about what we can do for you.


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The Full Story

As one of the leading Certified Public Accounting firms in the Missoula area, We attribute our reputation to the lasting customer relationships we’ve developed throughout the years. We believe that all of our customers deserve the highest level of service, and we are committed to providing just that.

Explore the rest of our site to learn more about what we have to offer, and get in touch with any questions.

Whaley & Associates P.C. is here for you.

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Home: Services

Individual and Business Tax Preparation

Estate and Trust Tax Prep

Non-profit Tax Prep


Full Service Payroll

Quickbooks Desktop and Online Consultation

Estate & Succession Planning

Tsheets Consultation

Business setup

IRS Audit representation

Succession Planning

Tax Audit Representation

1031 Exchanges


Bureaucratic issues

And Much More


Mon - Thu: 8:30am - 5pm
Fri: 8:30am - Noon
Sat and Sun: Closed
Other Meeting Times - By Appointment

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Whaley & Associates is committed to exceeding your needs. Questions, comments or special requests? We’d love to hear from you, so don’t hesitate to reach out today.

530 N Orange St, Missoula, MT 59802
504 E Main St, Polson, MT 59860

Phone (406) 542-3482 Missoula or (406) 883-5577 Polson

Fax: (406) 541-3484 Missoula or (406) 883-2522 Polson

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Phone (406) 542-3482 Missoula or (406) 883-5577 Polson

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