Kate Phelps


Kate is a CPA with over 12 years of experience providing exceptional client service to both individuals and entities in a variety of industries including real estate 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.


Bachelor of Business Administration, Finance, California State University, Fullerton

CTEC Certified 

CPA in the State of California 

In the community


- American Institute of Certified Public Accountants (AICPA)

- California Society of Certified Public Accountants (CalCPA)

 Community Involvement:

- Presents tax seminars throughout Orange County

Resources and events