Montana Department of Revenue

In this month’s newsletter, learn more about the following: • Wholesale Labeling & Packaging Applications – Now Available in TAP • Tax Compliance Presentation • The Economic Affairs Interim Committee ...

Cannabis Control Updates

Adult-Use Marijuana Frequently Asked Questions

Is adult-use marijuana possession and use legal in Montana? As of January 1, 2021, adults 21 and over may possess and use up to one ounce of marijuana with no ...

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Testimonials

Veronica Cairns
Business & Income Tax Division

The short version here is that I had a problem with the 2018 Montana return that I filed. This was, for me in the beginning, a very frustrating situation for me. However, I dealt with one of your auditors, Ms. Veronica Cairns, who helped me with my tax problem and in the end all worked out. She has a pleasant personality and was very patient with me when I called her to help me. Just thought you should know.
—Taxpayer

Leah Peltomaa
Business & Income Tax Division

I just got off the phone with Leah Peltomaa. She was very knowledgeable, professional, quick to the point, got the job done, and was very nice at the same time. I really appreciated talking to someone like that and wanted to pass along the message!
—Taxpayer

Sallie Keener
Property Assessment Division, Region 4

Thank you for answering my questions and explaining the scope of your work with clarity and professionalism.
—Property Owner

Deborah Leib
Property Assessment Division

Thank you so much! Please let your boss know that I was impressed by your great attitude, kindness, efficiency and consideration.
You provided me the property assessed valuation on the three properties so fast!
Deborah you provided information, educated me and made my afternoon easy!
—Fiduciary Trust Officer

Shana Goddard
Alcoholic Beverage Control Division

Shana has been great to work with! She’s helped me understand the vendor representatives process and how to get started in Montana; she’s a wealth of knowledge.
—Alcoholic Beverage Licensee

Lea Peltomaa
Business & Income Tax Division

I had a question about a letter and called this morning. I talked to Leah and she couldn’t have possibly been anymore courteous, knowledgeable, helpful, or just plain nice to speak with. She helped me with my questions in the best manner possible and generally improved the quality of my day. What an asset to have on your team!
—Taxpayer

Department of Revenue

I can’t tell you how much I appreciate your prompt replies to me and how impressed I am with the Montana Department of Revenue. It is much appreciated and makes me feel my tax dollars are well spent as they apply to your department.
—Taxpayer

Teresa Pancheau
Business & Income Tax Division

Teresa was warm and I felt she truly cared about me as a person and my situation. My nerves fled about five minutes into the audit.
—Taxpayer

Jamie Williams
Alcoholic Beverage Control Division

Jamie Williams is awesome! He is so helpful!
—Customer

Dee Rosebluff
Property Assessment Division

Thank you for your support of my position regarding property tax assistance. I appreciate it.
—Property Owner

John Davis
Property Assessment Division

Kudos to John Davis. He is fair, friendly, and well informed.
—Property Owner

Kristan Barbour
Taxpayer Advocate

I am writing to you today to put in a great word for a person in the state employ. … I needed tax assistance in regard to a disbursement that failed to send the correct funds to the state tax authority. An error was made on both my part and because of that, my mother’s bank account was garnished. My mom has me on her account as she is nearing end of life.
Your tax assistance person Kristan Barbour went beyond the call of duty and helped my Mom recoup her monies. She can now purchase her scripts and her possible last Christmas with her family will be better this year.
Thank you … for having the insight to hire such amazing people.
—Taxpayer

Vickie Zincke
Alcoholic Beverage Control Division

We appreciate your work and the assistance you provide during our initial application phase. You provided outstanding customer service.
—Liquor License Applicant

Bernie Bukema
Department of Revenue Call Center

Bernie went out of her way to help to make sure I understood what was needed by the department. I was very pleased with the outcome of my call and wanted to let you know what an excellent Customer Service Representative Bernie is for the Call Center.
—Taxpayer

Jan Ries
Business & Income Tax Division

Your assistance was simply wonderful. You are awesome.
—Taxpayer

Lewis & Clark County Property Assessment Office

The employees at the Lewis & Clark Property Assessment Office were very friendly and helpful. They handled my issues quickly and completely. I was impressed.
—Property Owner

Brianna Carpenter & Sara Sheehan

Just wanted to compliment your department on the customer service I received recently over the phone from employees in your department. All did their best to make sure my questions were answered promptly and in a friendly manner. Great service and customer service!
—Taxpayer

Mickey Carlson
Alcoholic Beverage Control Division

Mickey, I greatly appreciate you and all that you do for me.
—Agency Liquor Store

Customer Servie Representatives
Department of Revenue Call Center

The Call Center always does a good job helping when I call for assistance with my tax return. They are always kind and efficient. I know they probably take a lot of grief, but I wanted to give a “Good Job!” to your Call Center.
—Taxpayer

Katelynn Alvarez-Bathon
Business & Income Tax Division

I appreciate your help and to talk with someone who knows what they’re talking about. Thank you for being so kind and have a good rest of your day.
—Taxpayer

Patty Katuz
Alcoholic Beverage Control Division

I wanted to take a moment to let you know how much we appreciate Patty Kautz!
She went above and beyond for us. We are thrilled! We understand how hectic this time of year can be and we are forever grateful for Patty and the rest of the Alcoholic Beverage Control Division!
—Liquor Licensee

Janet Ries
Business &amp Income Tax Division

Happy Christmas and thanks for being so nice and your work helping be get my business taxes and status if business straightened out!
—Taxpayer

Account Maintenance & Cashiering Unit
Information Management and Collections Division

Thank you for your hard work keeping us business folks going.
—Montana Business Owner

Janice McGuire
Property Assessment Division, Region 4

Janice was very sincere and helpful and it didn’t bother her if I asked the same question over and over. My questions were answered very well so I understood.
It feels good to be treated with respect.
—Property Owner

KC Conrad
Business & Income Tax Division

Thank you, KC.
It is nice to contact a government entity and get an issue resolved in a very timely manner.
Very refressing. Thank you!
—Taxpayer

Bob Yost
Business & Income Tax Division

The auditor was great, very fast, very courteous, and very fair.
It was a positive experience.
—Taxpayer

Candice Serrano
Information Management & Collections Division

I have spoken with Candice to establish an immediate payment plan.
As a side note, she is an excellent representative of the state and I appreciate her help in guiding me through this process.
—Taxpayer

Jennifer Jessen
Property Assessment Division

I want to share with you how much I appreciate your employee Ms. Jessen. She has been professional, knowledgeable and tireless in her efforts to locate records pertaining to tax matters and deeds for property that’s been in my family for generations. She has gone above and beyond the call of duty even going out in a snowstorm to the office housing the oldest records.
—Taxpayer

Dacia English
Alcoholic Beverage Control Division

Thank you Dacia, you were very knowlegable and have a very friendly helpful voice, A+ for you today.
—Licensing Attorney

Jeanne Lear
Business & Income Tax Division

Jeanne was very clear, efficient, and reasonable. She helped me understadn some tax issues and rules which I was unaware of. She was great. Audits seem as though they would be very intimidating—Jeanne put us at ease.
—Taxpayer

Katy Gordon
Department of Revenue Call Center

Thanks again! You have been SO very helpful. In fact, every time I talk to or work with anyone in the Call Center, you guys have always been helpful, patient and friendly. It’s refreshing to find such a great group of people to work with through all the red tape.
—Taxpayer

Jamie Byers
Property Assessment Division

I went to the Department of Revenue in Flathead County and Jamie Byers helped me get it all straightened out. She was so nice and helpful.
—Property Owner

Andrea Paulsen
Business & Income Tax Division

Thank you so much! Kudos to you for continuing great service with a good attitude!
—Taxpayer

Customer Service Representatives
Department of Revenue Call Center

I appreciate all the help your department has given us thus far. Both through messages and on the phone, everyone who I have spoken to has been friendly and helpful. I deal with many states, and while many people are helpful, it stands out to me that everyone who I’ve talked to from MT seems friendly and knowledgeable. Thank you! You have made our transition to becoming new taxpayers as simple as possible.
—Taxpayer

Virginia Dooley
Property Assessment Division

Thank you for your help. This is the type of help all Americans seek when we interact with our government. Thank goodness I live in Montana, even if it’s only part of the year. Thank you for your prompt, courteous, and professional assistance.
—Property Owner

Citizen Service Representatives
Department of Revenue Call Center

I love having moved to Montana. Everyone in your Call Center is friendly and so helpful.
Plus, I can actually get a hold of someone when I have questions. They don’t do things in California like you do in Montana.
—Taxpayer

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