Tools, partners & secure uploads.
Everything Katina hands clients — vetted partners, official IRS tools, and a secure way to send documents before your appointment.
Send your tax documents ahead of time
W-2s, 1099s, prior-year returns, IDs, and business records. Uploads are encrypted and go straight to Katina — never send attachments by email or text.
Need the upload link? Tap to call and Katina will send it.
People Katina sends her clients to
Katina's trusted partner for general liability, BOP, commercial auto, and workers' comp coverage for Texas small businesses.
Get a quoteLife insurance for the life you're actually building — term, whole, and family protection from Katina's trusted Texas partner.
Get coveredIRS, state & small-business links
Request for Taxpayer ID — for contractors and 1099 payees.
OpenEmployee withholding certificate — update your paycheck withholding.
OpenTrack your federal refund status 24 hours after e-file.
OpenPay your tax bill directly from a bank account — no fee.
OpenProtect your SSN from tax-related identity theft.
OpenRight-size your W-4 so you don't owe in April.
OpenRegister, file, and pay Texas sales & use tax.
OpenStep-by-step guide to launching a Texas small business.
Open