Frequently asked questions

To start the conversation, you only need a general idea of your situation: how you earned income this year (a job, self-employment, a business), anything that changed, and whether you need a business return.

Before your appointment, it usually helps to collect:

• Income forms such as W-2s and 1099s
• Last year's tax return, if you have it
• Records of expenses, deductions or credits you think apply
• Business records, if you're self-employed or own a business

Exactly what's needed depends on your situation. The Tax services page has a checklist for each service.

Yes. Catrena specializes in individual, self-employed and small business tax returns, so independent contractor, freelance and gig income reported on 1099 forms is a core service. When you request an appointment, mention which 1099 forms you received and whether you have business expenses to report.

Yes, small business tax returns are one of Catrena's specialties. What's involved depends on how your business is set up. Share your business type in your request, and Catrena will confirm whether it's something she can take on.

Tax season service starts in January 2027. You can request an appointment now, and Catrena will contact you to confirm a time.

Yes. Refund advance loans of up to $7,500 are available for those who qualify, starting January 2027. If you're approved, funds may be available as soon as the same day. Ask about it when you request your appointment.

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.

Yes. Wealthy Financial Tax Services is an Authorized IRS e-file Provider, so your return can be filed electronically with the IRS.

Use the appointment request form to share the service you need and a preferred day and time, or call (469) 254-1873. A request isn't a confirmed appointment: Catrena will contact you to confirm a time.

Your message or request goes to Catrena. She'll follow up using the contact details and preferred method you provided. If you requested an appointment, that follow-up is when a time is confirmed.

If your plans change, call (469) 254-1873.

Use Catrena's secure TaxesToGo app. Fill out the short form on the Secure upload page and the app is sent to your phone by text. In the app you can photograph and send your documents, sign and message Catrena.

Please don't send tax documents, Social Security numbers or bank details through the other forms on this website or by regular email.

Fees depend on what your return involves. Ask when you request an appointment or call (469) 254-1873, and Catrena will explain her fees for your situation.

Scammers sometimes pretend to be tax preparers or the IRS. The forms on this website never ask for Social Security numbers, account numbers or tax documents. If you get a message that claims to be from Wealthy Financial Tax Services and asks for sensitive information, call (469) 254-1873 to check before you reply or click any links.