Total loan: $3,500


Fremont, CA, United States / Services

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A loan helped lease a small business office during the tax season and pay for utilities.

Catrina's story

My name is Catrina. I have been living in Fremont for the past 20 years and have previously lived in other cities in the Bay Area. I have a loving mother, one brother, a daughter and son, and five grandchildren. Painting, reading, Zumba, networking and watching Nancy Grace are just a few of my hobbies. I took a tax class about 15 years ago and found my passion. I’ve worked for a few different tax businesses and after taking a tax class, started preparing family and friends returns and before you know it, I had 85 clients. I enjoy preparing people’s income taxes and helping them lower their tax liability. I’ve had my own business for three years but have over 12 years of experience in taxes and over 18 years of experience in accounting. My plan is to expand to serve over 600 clients in the next three years. I also want to become an Enrolled Agent so that I can prepare LLC’s, Corporation and Partnership Taxes. Also, as an Enrolled Agent, I would be able to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. I want to keep helping people lower their tax liability and inform my customers about the credit and deductions they are qualified for on their tax return. I also want to help and encourage my clients to save for the future.