Kathryn Phelps, CPA

Tax Manager

Email Kathryn Phelps

Kate began her career in the finance industry in 2001 at Washington Mutual Bank. In January 2010, Kate joined White Nelson Diehl Evans as a Tax Junior. After joining WNDE, Kate began studying for the CPA exam and was able to pass all four parts in one year.  Her background in banking provides one of her biggest strengths, client services. Kate feels that her clients have many options when it comes to CPA firms, so she believes that a positive and helpful attitude goes a long way in winning and keeping business.

Kate serves clients in a wide variety of industries including distribution, manufacturing, business and professional services, healthcare, and real estate.  She specializes in the rental real estate industry.  In addition to servicing clients, Kate is also involved in the growth and development of the Firm.  She also sits on multiple Firm committees working to evolve and assist the firm in client services and staff retention.

Kate was born and raised in Kansas.  As a small child she lived on a farm outside the small town of Wellsville.  During Kate’s freshman year of high school, her family relocated to Orange County for her father’s job.  She met her husband, Jason who is also a CPA, in 2007 during a Scuba diving class.  She and her husband enjoy travelling the world and experiencing different cultures.  In 2013, she became a first time mom with the birth of her daughter, Olivia.  Kate’s world, outside of accounting, revolves around her family and re-experiencing the things she enjoys through the eyes of her daughter.

Expertise:

  • Income Tax, Payroll Tax, Foreign Reporting
  • Partnerships, S-corporations, C-corporations, Individuals, and Trusts
  • Experience Serving Rental Real Estate, Business and Professional Services Industries

Education:

  • California State University, Fullerton, Bachelors of Arts in Business Administration, Emphasis in Finance
  • CTEC certified in 2010
  • CPA certified in 2011

Professional Affiliations:

  • AICPA
  • CalCPA