Kathryn J. Phelps, CPA

Kathryn Phelps, CPA

Tax and Advisory Services Partner

714-978-1300 | kphelps@wndecpa.com

A valuable member of the White Nelson Diehl Evans team, Kate has been with the firm since 2010. She joined as a Tax Associate, working her way up to her current role, Tax and Advisory Services Partner. Kate has been a professional in the finance industry since 2001.

When it comes to providing exceptional client service, Kate is an expert. She works with 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 sits on multiple committees within the firm. She makes significant contributions to WNDE’s ability to improve client service and staff retention.

Born and raised in Kansas, Kate relocated to Orange County while in high school. She currently serves her local community by presenting tax seminars throughout Orange County. She and her husband, who is also a CPA, have two children. Outside of work, Kate’s life revolves around her family. She loves re-experiencing the things she enjoys through the eyes of her children.

PROFESSIONAL EXPERIENCE

Technical and Service Expertise:

  • Income Tax Compliance, Tax Planning, and Income Tax Consulting
  • Partnerships, S-corporations, C-corporations, Individuals, and Trusts

Industry Expertise:

  • Real Estate
  • Retail and Consumer Products
  • Healthcare
  • Professional Services

Professional Affiliations:

  • AICPA

PROFESSIONAL EDUCATION

California State University – Fullerton

  • Bachelor of Art in Business Administration with an Emphasis in Finance