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Resources for Your Financial Needs

We understand that navigating the financial landscape can be complex, especially when it comes to finding the right forms and documents for your tax and accounting needs. That’s why we’ve compiled a comprehensive list of essential IRS tax forms and other important financial resources. Whether you’re preparing for tax season, managing your business finances, or just seeking more information, these resources are here to assist you.


Discover streamlined financial management with QuickBooks. Our services offer intuitive bookkeeping solutions tailored for your business needs.

Tax Payments

Direct links for information and to pay online both federal and Montana state taxes.

Montana Taxes

Take a look at the Quick Links column to locate what you need.

Where's My Refund

Use these resources to easily check the status of your tax refund.

Montana Refund

Take a look at the Individuals column to locate what you need.

Montana Information

Discover resources specific to Montana’s financial regulations and economic landscape.

We hope these resources help you stay informed and prepared for your financial tasks. Should you require personalized assistance or have specific questions, do not hesitate to contact us at Swensen, Phelan & Associates. Our team of experienced professionals is here to provide you with expert advice and support.