
Wheeler & Egger is now part of Atherton & Associates
Now Serving from Modesto and Sonora
Trusted guidance. Clear direction.
Atherton & Associates partners with businesses and individuals who want clarity—not complexity—when it comes to financial decisions. Our role is to help you think ahead, manage risk, and move forward with confidence, knowing you have experienced professionals guiding the way.
Client Accounting Services (CAS)
Our CAS team provides reliable, day-to-day accounting support so you can focus on growing your business. From bookkeeping to fractional CFO and controller services, we help streamline operations and deliver the financial clarity you need to move forward with confidence.
SINCE
1925
Trusted guidance through every stage of life and business.
ABOUT US
A Foundation of Experience
Long-term prosperity doesn’t come from quick answers. It comes from experience, judgment, and consistency. That foundation helps our clients move forward with confidence through every stage of growth and change.
Careers & Opportunities
Commitment to Professional Growth
Atherton is committed to provide our professionals the opportunity to grow into our next generation of leaders. Our unique support system emphasizes professional development to ensure individual career objectives are achieved.
We pride ourselves on growing organically and find success in developing and retaining talented professionals. However, we are always looking to add experienced professionals to our Atherton team.
Are you interested in joining our team?
News & Resources
Around the Industry

Real Estate — Estate Planning and Wealth Transfer Strategies
Learn how trusts, valuation discounts, entity structures, and basis step-up strategies can help real estate owners preserve wealth and reduce taxes.

Understanding Assurance Services: How Audits and Reviews Build Trust for California Businesses
Assurance services play a critical role in helping businesses strengthen financial transparency, improve credibility, and build stakeholder trust. For companies across California—particularly in construction, agriculture, and nonprofit sectors—independent CPA assurance services provide the confidence that financial information is accurate, compliant, and decision-ready.
Through audits, reviews, and agreed-upon procedures, assurance services deliver objective insight into financial reporting and internal processes. This not only supports access to capital and regulatory compliance but also positions organizations for long-term growth and stronger relationships with lenders, investors, and boards.

Filed an extension? How to use the time between now and October 15th
Filing a tax extension buys you time, but only if you use it wisely. From revisiting your April payment estimate to gathering missing documents and staying on top of current-year obligations, the months between now and October 15th are a valuable planning window. Read on to learn how to make the most of your extension and avoid a costly repeat of the same tax challenges next year.

