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.

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

Selling a business, rental, or large asset this year? Call your CPA before you sign.

Selling a business, rental property, or other large asset triggers a range of tax consequences, including capital gains tax, depreciation recapture, and the net investment income tax, that can result in a significantly larger bill than most sellers anticipate. Tools like installment sale elections, deal structure adjustments, and strategic closing timing can reduce that exposure, but most of them require action before the transaction is finalized. A conversation with your CPA before you enter active negotiations is the most reliable way to protect your after-tax proceeds.

July 20, 2026

Fraud prevention strategies for nonprofit organizations

Nonprofits are disproportionately vulnerable to occupational fraud due to small administrative teams, part-time board oversight, and heavy reliance on cash-based transactions. Asset misappropriation schemes such as skimming, billing fraud, and expense reimbursement abuse are among the most common threats, and the typical scheme goes undetected for over a year. By implementing practical internal controls, strengthening board oversight, and engaging a CPA proactively, nonprofits can significantly reduce their exposure before a loss occurs.

July 13, 2026

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.

June 26, 2026