Kathryn J. Phelps, CPA

Senior Tax Manager

Email Kathryn J. 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. Her background in banking fostered one of her biggest strengths, client service. Kate knows 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 retaining her book of business.

Kate’s areas of expertise includes providing exceptional client service to both individuals and entities in a variety of industries including real estate, retail and consumer products, healthcare, and professional services. In addition to serving clients, Kate also sits on multiple committees within the Firm working to evolve and assist the firm in a variety of ways including improving client service and staff retention.

Kate was born and raised in Kansas, and relocated to Orange County during high school. She met her husband, who is also a CPA, during a Scuba diving class. She enjoys travelling the world and experiencing different cultures. Kate’s world, outside of accounting, revolves around her family and re-experiencing the things she enjoys through the eyes of her two children.

Expertise:

  • Income Tax Compliance and Tax Planning
  • Partnerships, S-corporations, C-corporations, Individuals, and Trusts
  • Experience Serving industries such as Rental Real Estate, Retail and Consumer Products, Healthcare and Professional Services

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

Community Involvement:

  • Presents Tax Seminars throughout Orange County