Financial Services & Tax Assistance

Financial Services

Big Sky Rx Program

PO Box 202915, Helena, MT 59620

Phone (toll free): (866) 369-1233

Website

bigskyrx@mt.gov

This State of Montana program pays all, or part, of Medicare Part D Prescription Drug Plan (PDP) premiums for eligible Montanans.

Bozeman Health Patient Financial Services

915 Highland Blvd., Bozeman, MT 59715

Phone: (406) 414-1720

Website

Help with billing and insurance issues.

Emergency Rent Assistance

HRDC 32 S. Tracy Bozeman, MT 59715

Phone: (406) 587-4486 or Toll Free: (800) 332-2796

Website

Energy Share of Montana

Phone Toll Free: (888) 779-7589

Website

Assistance with energy bills.

Fix-Up Festival - Bozeman Sunrise Rotary Club

Website

info@fixupfestival.com

Bozeman

Volunteers do home repairs for elderly, disabled, or low-income individuals. Apply by April 1; repairs take place in the fall.

Low Income Energy Assistance Program (LIEAP)

HRDC, 32 S. Tracy Bozeman, MT 59715

Phone: (406) 587-4486 or Toll Free: (800) 332-2796

Website

Help with heating costs and weatherization.

Office of Public Assistance

12 N. 3rd Ave., Bozeman, MT 59715

Phone: 1-888-706-1535

Fax: 1-877-418-4533

Website

HHSHCSOPAGallatin@mt.gov

Assisance with Medicaid, Medicare Savings Plan, Food, Grandparents raising grandchildren.

Montana Independent Living Project (MILP)

3825 Valley Commons Dr., Ste. 2, Bozeman, MT 59718

Phone: (406) 522-7300

Fax: (406) 522-7302

Website

ltallon@milp.us

MILP is a non-profit agency that provides services to promote independence for people on Medicaid with disabilities, injury and the elderly.  Provides help with Work Incentive Planning and Assistance (WIPA) benefits.

Property Tax Assistance Programs

2273 Boothill Ct., Ste. 100 Bozeman, MT 59715

Phone: (406) 582-3400

Fax: (406) 582-3420

Website

dorgallatinoffice@mt.gov

Various programs that may help you reduce property taxes; Elderly/Homeowner renter credit.  Also disabled veterans program.

Rural Dynamics, Inc.

2149 Durston, Ste. 33 Bozeman, MT 59718

Phone Toll Free: (877) 275-2227

Website

Non-profit organization that offers financial counseling, debt management, free tax preparation, budgeting assistance, bankruptcy counseling, and more.  Formerly called Consumer Credit Counseling Service.

Social Security Administration - Bozeman Office

3205 N. 27th Ave., Bozeman, MT 59718

Phone Toll Free: (800) 772-1213

Fax: (406) 522-0650

Website

Social security benefits, SSI, retirement, Medicare, survivor/widow.

State Health Insurance Assistance Program (SHIP)

300 N. Willson, STE 3008 Bozeman, MT 59715

Phone: (406) 522-8976 or (406) 475-4532

Fax: (406) 587-0965

Email: ptombre@rmdc.net  or shester@rmdc.net

SHIP Counselors assist Medicare beneficiaries in understanding insurance choices, including Medicare Part D and Advantage plans.  Assists with applications for Medicaid, Medicare savings programs and other assistance programs.

USDA Rural Development

2229 Boot Hill Ct., Bozeman, MT 59715

Phone: (406) 585-2530

Fax: (406) 576-2674

Website

michael.dann@mt.usda.gov

Small and emerging business development loans and grants; direct and guaranteed home loans for income eligible people; home repairs.


Tax Assistance

AARP Tax-Aide

See Belgrade and Bozeman in the "Senior Centers" section

VITA - Volunteer Income Tax Assistance

Bozeman, MT

Phone: (406) 587-4486 HRDC  or  (406) 994-6796 MSU

vita@thehardc.org

January-April meets in various locations in Bozeman (HRDC, Community Cafe, MSU, and Bozeman Public Library). Call for details.