New Client Information Forms

The form below are for new clients. Please print and fill the forms best as possible to insure your maximum return.


Note: for more convenience, you can schedule your visit ONLINE! please click this link or visit the Scheduling page

New Client Information Forms
STEP ONE: Click on the Link Below

STEP TWO: Save the File and Print Pages
JD Tax New Client Forms.pdf
Adobe Acrobat document [413.1 KB]
This is an additional Questions for New ClientsThank You
STEP ONE: Click on the Link Below to Download
STEP TWO: Save the File and Print Page
New Client Additional Questions.docx
Microsoft Word document [13.0 KB]

After you finish your Checklist you can E-mail, Fax, or just bring it in when you have your appointment.

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Contact Us

Contact us with your questions or to schedule an appointment:


Main Office: Ontario


  • (909) 456-8875
  • (909) 456-8876
  • (909) 456-8874


Cell # : (909) 609-1511



  • (909) 456-8878
  • (909) 758-0377



Or you may use our contact form.

Business Hours

Mon-Sat: 8:00AM - 7:00PM

Sunday: 10:AM-7:00PM 

(After hours by appointment only)


Joey's Income Tax & Accounting Services


Waterside Center

3200 E Guasti Rd

Suite 100

Ontario, CA 91761

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