Wheeler & Egger is now part of Atherton & Associates

Now Serving from Modesto and Sonora

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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.

Tax

Our role is to be your partner in business. We plan and prepare taxes for corporations, partnerships, individuals and not for profit organizations. Let our tax professionals help you achieve your financial, tax and strategic goals.

Assurance

The foundation of our accounting practice is built on quality audited, reviewed and compiled financial statements. Important decisions about your business should depend on accurate financial information.

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.

Consulting

Our consulting services can help you optimize processes and resources to be more efficient and productive. From strategy and operations, to management consulting and transactions, our advisors can help take your company to the next level.

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.

Learn About Us

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?

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News & Resources

Around the Industry

Why homeowners need to track improvements before a sale or inheritance

As home values rise, the federal home sale exclusion may no longer be enough to eliminate capital gains tax when a property is sold or inherited. The difference between a large tax bill and a smaller one can come down to how well a homeowner documented capital improvements over the years. Keeping a permanent record of qualifying expenses is one of the simplest steps homeowners can take to protect themselves.

August 14, 2026
MODESTO OFFICE
 SONORA OFFICE