Phone (406) 542-3482 Missoula or (406) 883-5577 Polson
WHALEY & ASSOCIATES P.C.
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.
MONTANA TAX REBATES
INDIVIDUAL INCOME TAX REBATE
The individual tax rebate is based of your 2021 MT tax return
The rebate will be the lesser of:
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You will receive either the amount of income tax reported on line 20 of your 2021 MT tax return
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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:
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You were a resident of Montana the entire year of 2021
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You filled a 2020 MT resident or part year resident return
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You filed a 2021 Mt return
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You filed a 2020 & 2021 MT tax return by the due date including extensions
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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.
PROPERTY TAX REBATE
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?
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The actual amount of property tax you paid for your principle MT residence or $500
What are the qualifications?
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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?
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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
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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
Link to apply online as well as the paper form application will be coming in August of 2023
WHALEY & ASSOCIATES, P.C. SERVICES
Exceeding Your Expectations
WHALEY & ASSOCIATES P.C.
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.
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.
FIRST INITIAL CONSULT FREE
Individual and Business Tax Preparation
Estate and Trust Tax Prep
Non-profit Tax Prep
Bookkeeping
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
Payroll
Bureaucratic issues
And Much More
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Mon - Thu: 8:30am - 5pm
Fri: 8:30am - Noon
Sat and Sun: Closed
Other Meeting Times - By Appointment
GET IN TOUCH
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