IRS offices in Montana
The IRS operates Taxpayer Assistance Centers (TACs) for in-person tax services. Montana has 7 TACs.
TACs handle:
- ITIN applications (Form W-7) — many TACs are designated as Certifying Acceptance Agents
- Identity verification for tax returns
- Account problems and balance-due payments
- Tax law questions (limited; most are routed to phone or IRS.gov)
- Tax form pickup (walk-in for forms only)
- Prior-year returns assistance
⚠️ All TAC visits require an appointment. Call the local office below OR the IRS appointment line at 844-545-5640.
IRS Taxpayer Assistance Centers in Montana
7 IRS TACs listed for Montana. TACs handle in-person tax services including ITIN applications (Form W-7), identity verification, account problems, and tax-return assistance for prior years.
| Office | Address | Phone | Hours |
|---|---|---|---|
| Billings | 2900 4th Ave N. Room 200, Billings, MT 59101 | (406) 247-7446 | 8:30am - 4:30pm |
| Great Falls Virtual Assistance | none, Great Falls, MT 59401 | none | none |
| Great Falls | 219 2nd Ave South, 3rd Floor, Great Falls, MT 59405 | (406) 761-8095 | 8:30am - 4:30pm |
| Helena Virtual Assistance | none, Helena, MT 59601 | none | none |
| Helena | 10 W. 15th St., Suite 2300, Helena, MT 59626 | (406) 441-1039 | none |
| Kalispell | 555 Corporate Drive, Suite 202, Kalispell, MT 59901 | (406) 752-6636 | 8:30am - 4:30pm |
| Missoula | 2681 Palmer St. Suite F, Missoula, MT 59808 | (406) 728-9127 | 8:30am - 4:30pm |
How to schedule an IRS TAC appointment in Montana
- Choose the office most convenient for you above
- Call the office number OR the central appointment line: 844-545-5640
- Explain the reason for your visit (W-7 ITIN, identity verification, etc.)
- Schedule 2-4 weeks in advance during peak tax season (Jan-Apr)
- Confirm what original documents you must bring
Related procedural information
- ITIN — individual taxpayer ID without SSN — the federal procedure your TAC will help with
- Free tax prep (VITA + TCE) in Montana — separate volunteer sites for low-income filers
- State income tax obligations in Montana — state filings happen separately from IRS
- USCIS forms library — federal immigration forms
- Find an immigration attorney — for cross-border tax + visa interactions
Last verified: 2026-05-27. Source: IRS Taxpayer Assistance Center directory. General procedural information — not legal or tax advice. Always verify office hours and services before traveling.
Recent IRS appointment and ITIN context (2025-2026)
IRS Taxpayer Assistance Centers (TACs) operate by appointment only — call 844-545-5640 to schedule. For ITIN W-7 in-person processing, only designated Certifying Acceptance Agent TACs can verify original passport documents (saves you mailing your passport to Austin, TX). The ITIN application fee is $0 (no IRS fee); third-party Acceptance Agent fees range from $50-$300 per applicant when not using a TAC directly.
H.R.1 / OBBBA effective 2026-05-29 did NOT change Form W-7 ITIN procedures, but the IRS publishes ITIN processing time updates monthly. Current processing time: approximately 7 weeks for new W-7 applications mailed to Austin Service Center. Renewals required for ITINs not used on a federal tax return for 3 consecutive years. The 2024 IRS Strategic Operating Plan allocated $80 billion in funding (later reduced) — TAC hours and locations may shift annually based on Congressional appropriations.
For free tax preparation: 11,000+ VITA (Volunteer Income Tax Assistance) sites nationwide serve households earning under approximately $64,000. TCE (Tax Counseling for the Elderly) sites serve taxpayers 60+. Find sites at irs.treasury.gov/freetaxprep or call 1-800-906-9887. VITA volunteers are IRS-certified annually and can prepare Forms 1040, 1040-SR, 1040-NR (limited), Schedule A, B, C (simple), EIC, Child Tax Credit, ACTC, education credits.
IRS Form W-7 and the Form 1040 series interact via Schedule 8812 (Credits for Qualifying Children and Other Dependents) — ITIN-only filers can still claim the $2,000 Child Tax Credit per qualifying child (US citizen or LPR child with SSN required). The Additional Child Tax Credit refundable portion is $1,700 for tax year 2025. Form 1040-NR filers face different rules; consult a TAC or VITA volunteer for nonresident-alien status questions.