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Onboarding Forms

To get you fully onboarded and into our system, we need you to complete each of the forms listed below. Every form is required and must be filled out in full before your first paycheck can be processed.

 

To open each form, simply click on the underlined title. If you have any questions while filling them out, feel free to reach out—we’re here to help.

 

Thanks for getting these taken care of promptly!

Accounting Documents

This form lets you tell us how much federal income tax to withhold from your paycheck.

Tax return

This is the Montana version of the W-4 where you choose your state tax withholding preferences.

Urban Skyline

This form confirms you’re legally allowed to work in the U.S. — you’ll need to provide ID documents for it.

Bank

Use this to tell us where to deposit your paycheck — no paper checks needed.

Therapy Session

This gathers your contact details, emergency contact, and other basic info we need to set you up in our system.

Image by David Morris
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Caleb Marlow

It was hard leaving my former accountant behind, but after we started seeing results in our financial wealth with Cory's tax planning, we were ehtusiastic to hear more about his different tax saving strategies. 

Tired of overpaying your taxes?

Tired of the same response from your
typical accountant year after year?

You cant afford not to get a
free tax analysis today.

Ready to take the next step forward? 

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Address

1643 24th St W Ste 102

Billings, MT 59102

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Phone
Direct: 406-969-8887

Fax: 208-481-4364
 

Email
cory@marlowaccounting.com

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