Kate Phelps, CPA, is a Tax Principal at CLA (CliftonLarsonAllen) since 2020, having previously served as a Tax Manager at the firm from 2010 to 2019. Beginning their career in the finance industry in 2001 at Washington Mutual Bank, they developed a strong client service focus that assists them in serving a diverse range of industries, including real estate and healthcare. Kate earned a Bachelor of Arts in Business Administration with an emphasis in Finance from California State University, Fullerton. They are actively involved in the community by presenting tax seminars throughout Orange County and are affiliated with the AICPA and CalCPA.
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