Individual tax returns
Income tax returns for wage earners and everyday household situations.
See detailsTax season service starts January 2027
Trust your taxes to someone you can actually reach.
Individual, self-employed and small business tax returns, prepared by owner Catrena Lasha Jones. You work with Catrena directly, and every step is laid out in plain language.
- Authorized IRS e-file Provider
- Refund advances up to $7,500 for those who qualify
Prefer to talk first?(469) 254-1873Email Catrena
About
Meet Catrena: personal tax preparation for people and small businesses.
Wealthy Financial Tax Services is owned by Catrena Lasha Jones, an Authorized IRS e-file Provider. When you call or email, you reach her directly, not a call center.
Catrena specializes in individual, self-employed and small business tax returns. Whether you earn a paycheck, work for yourself or run a small business, the first step is the same: tell her what you need, and you'll get a clear answer about what to gather before your appointment.
I don't follow the path. I create it.
Services
Tax services, personal and for business.
Personal tax services
Self-employed and 1099 tax returns
Returns for contractors, freelancers and gig workers, plus the records worth keeping.
See detailsRefund advance loans
Advance loans up to $7,500 for those who qualify, starting January 2027. Funds may be available the same day if approved.
See detailsBusiness tax services
Small business tax returns
Small business tax returns. Share your business type and Catrena will confirm what's involved.
See detailsNot sure what your business needs?
Send a short description of your business and what you're looking for.
Send a questionTax season 2027
Book early, and ask about a refund advance.
Tax season service starts in January 2027. Clients who qualify can get a refund advance loan of up to $7,500, with funds available as soon as the same day if approved.
- Authorized IRS e-file Provider
- Individual, self-employed and small business tax returns
- Call or text (469) 254-1873
Refund advances are loans offered by a participating bank, not by Wealthy Financial Tax Services. Approval isn't guaranteed, and the amount you may receive depends on your expected refund and the bank's review. Up to $7,500 is available for those who qualify. Terms and any fees are explained before you apply.
How it works
Four steps from first contact to a prepared return.
Reach out
Request an appointment online, send a question, or call. Tell Catrena what kind of help you need.
Confirm a time
Catrena contacts you by your preferred method to confirm a day and time. Nothing is booked until then.
Gather your paperwork
Use the checklist for your service, then send documents through Catrena's secure TaxesToGo app.
Meet and get it done
At your appointment you go through your situation together, and you can ask questions along the way.
Your private information stays out of web forms.
The forms on this website never ask for your Social Security number, tax documents or bank details. Documents go through Catrena's secure TaxesToGo app instead, which you can get from the Secure upload page.
Get a message claiming to be from Wealthy Financial Tax Services that asks for sensitive information? Call (469) 254-1873 to check before you reply.
Questions first?
Ask Catrena anything about getting started.
Not ready to request an appointment? Send a quick question and Catrena will reply to the email or phone number you provide.
Question sent
Thanks. Catrena will reply to the email address you provided.
