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

Before you max out your 401(k), ask these 3 questions

Maxing out your 401(k) sounds like a smart retirement move, but the contribution limit is not a savings recommendation. Before hitting that maximum, you should weigh your liquidity needs and near-term financial goals, make sure you are capturing your full employer match, and determine whether a 401(k), IRA, or HSA is the right home for each retirement dollar. Your financial plan, not the IRS limit, should guide how much you contribute and where.

November 9, 2026

The IRS is retiring FIRE: what businesses need to change before filing 1099s in 2027

Beginning with the 2027 filing season, the IRS will require businesses to submit information returns through its new IRIS system instead of FIRE. The shift affects how Forms 1099 are filed, who needs a new transmitter authorization, and how corrections are handled. Find out what your business needs to verify before FIRE shuts down in November 2026.

November 3, 2026

Compensation, conflicts, and related parties: what your nonprofit needs to know

Nonprofit boards regularly decide on compensation, vendors, and relationships with affiliated organizations. But when someone with influence stands to benefit, those decisions deserve a closer look. Our latest article walks through the key questions every nonprofit should ask before approving a transaction.

November 2, 2026