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Atherton & Associates, LLP

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Modesto, CA
Atherton & Associates, LLP

Strategic tax, audit, and advisory firm serving businesses and individuals, with offices in Modesto and Sonora. One Team. One Vision. Invested in our community.

Atherton & Associates, LLP is a full-service CPA firm serving individuals and businesses across California. Modesto Office Address
1140 Scenic Drive #100
Modesto, CA 95350
P (209) 577-4800

Sonora Office Address
945 Morning Star Drive
Sonora, CA 95370
P (209) 536-1218

07/13/2026

Financial statements are more than a compliance requirement.

They're a decision-making tool.

The most successful business owners don't just review their numbers—they use them.

To identify trends.

To evaluate opportunities.

To address challenges before they become bigger problems.

Good information alone doesn't create results.

What matters is how you use it.

Better information leads to better decisions.

07/09/2026

Pass-Through Entity Tax (PTET) has been around for several years, yet it remains one of the most misunderstood tax planning opportunities for business owners.

The challenge isn't understanding that PTET exists.

The challenge is understanding whether it actually benefits your specific situation.

Like many tax strategies, what works well for one business may not work well for another.

That's why tax planning is rarely about finding a single solution.

It's about finding the right solution.

The right answer depends on your business, your ownership structure, and your overall tax strategy.

07/07/2026

🎉 Please join us in welcoming Victoria Orellana to the Atherton & Associates team!

Based in our Modesto office, Victoria joins us as a Tax Associate. Her dedication to client service, attention to detail, and commitment to helping clients navigate their tax needs make her a valuable addition to our team.

We're excited to have Victoria on board and look forward to her contributions. Welcome to Atherton!

07/06/2026

Many business owners spend a lot of time focused on revenue.

Far fewer spend time focused on visibility.

Clean books. Timely reconciliations. Accurate financial reporting.

These aren't just accounting tasks—they're the foundation for better business decisions.

When your financial information is current and reliable, it's easier to identify trends, manage cash flow, evaluate opportunities, and plan for what's next.

Good decisions start with good information.

07/03/2026

As our nation begins the celebration of America's 250th anniversary, we pause to recognize the values that have shaped our country for nearly two and a half centuries—independence, opportunity, innovation, and perseverance.

We are grateful for the businesses, families, and communities we have the privilege to serve and wish everyone a safe and enjoyable Fourth of July.

Please note that Atherton & Associates will be closed on Friday, July 3rd, in observance of Independence Day. We will resume normal business hours on Monday, July 6th.

Happy Independence Day!

06/30/2026

🎉 Please join us in welcoming Carol Christensen to the Atherton & Associates team!

Based in our Sonora office, Carol joins us as a CAS Associate, bringing strong bookkeeping and accounting experience, including payroll processing, account reconciliations, and financial reporting. Her attention to detail and commitment to client service make her a valuable addition to our team.

We're excited to have Carol on board. Welcome to Atherton!

06/29/2026

Not every opportunity is obvious.

We've seen situations where a fresh perspective revealed possibilities that weren't initially apparent.

The right questions can change how you view a challenge, an asset, or a business decision.

Sometimes the greatest opportunities are the ones you weren't looking for.

That's why strategic conversations matter.

06/23/2026

🎉 Please join us in welcoming Kelly Chavez to the Atherton & Associates team!

Based in our Modesto office, Kelly serves as a Receptionist and is often the first point of contact for our clients. With a background in customer service and accounts payable, she brings a detail-oriented, people-focused approach to supporting both our clients and team members.

We're excited to have Kelly on board and look forward to the positive impact she'll make. Welcome to Atherton, Kelly!

06/22/2026

A client recently came to us after completing a major transaction and wanted to discuss the tax impact.

The challenge wasn't finding planning opportunities.

The challenge was that many of the best options were no longer available because the decision had already been made.

Most business decisions have tax consequences.

• Buying equipment
• Selling property
• Changing ownership
• Selling a business

The earlier your CPA joins the conversation, the more options you typically have.

By the time documents are signed, many planning opportunities may already be off the table.

Before your next major business decision, start the conversation early.

06/21/2026

Fatherhood is a journey of leadership, commitment, and love. Today, we recognize the fathers and father figures whose dedication makes a lasting impact both at home and in our communities.

Happy Father's Day!

Address

1140 Scenic Drive, Suite 100
Modesto, CA
95350

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+12095774800

Website

http://www.athertoncpas.com/

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