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About us
Meet Catrena Lasha Jones
Owner of Wealthy Financial Tax Services and an Authorized IRS e-file Provider.
Who you'll work with
When you contact Wealthy Financial Tax Services, you're contacting Catrena directly.
Catrena specializes in individual, self-employed and small business tax returns. As an Authorized IRS e-file Provider, she files returns electronically with the IRS, and clients who qualify can get a refund advance loan of up to $7,500.
Her phone number and email are on every page of this website, because a tax question shouldn't start with a phone tree. Whether you have a simple return or a situation you're unsure about, the first step is the same: tell her what you need.
I choose peace, purpose and progress every day.
What you can expect
- Authorized IRS e-file Provider
- Individual, self-employed and small business returns
- Direct contact with the owner by phone or email
- A request process that tells you exactly what happens next
- Guidance on what to gather before your appointment
- Web forms that never ask for sensitive information
Tax season 2027
From Catrena's flyers
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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.
Get started
Start with a short request or a phone call.
Tell Catrena a little about your situation and when you're available, and she'll follow up to arrange a time.
