Tax services

For people with wage income and everyday household tax situations.

Catrena prepares individual income tax returns. Bring your income statements and the details of your year, and you'll work through your return together.

If anything changed this year, such as a new job, a move, a marriage or a new dependent, mention it when you request an appointment. If you need a state return as well, say so in your request.

For independent contractors, freelancers, gig and app-based workers, and anyone paid on a 1099.

Self-employment income comes with its own paperwork: income from several sources, business expenses to document, and tax that isn't withheld from your pay. Catrena can prepare your return and talk you through the records worth keeping.

If this is your first year working for yourself, say so in your request.

For small business owners.

What a business return involves depends on how the business is set up. Share your business type (for example sole proprietorship, LLC, partnership or corporation) when you request an appointment, and Catrena will confirm whether it's something she can take on.

For clients filing with Wealthy Financial who'd like part of their expected refund sooner.

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.

Mention it when you request your appointment, and Catrena will explain how it works, what's required and any fees before you decide.

For needs that don't fit the categories above.

Have something else in mind? Describe it in a message and you'll get a direct answer about whether it's offered. Additional services are listed on this site once they're confirmed.