Michelle Ulm, CPA

Michelle Ulm, CPA, is a Tax Manager at Atherton & Associates who works closely with businesses across the agriculture, professional services, cooperative, and not-for-profit sectors. She provides tax planning, tax preparation, and ongoing tax support tailored to the operational and compliance needs of closely held and family-owned businesses, corporations, partnerships, and LLCs.

With experience spanning federal, state, and local tax compliance, Michelle helps clients navigate filing requirements, tax strategy, and day-to-day tax challenges with a practical, collaborative approach. Clients and colleagues value her attention to detail, responsive communication, and ability to build trusted long-term relationships grounded in reliable service and thoughtful guidance.

Michelle oversees client engagements from planning through delivery, coordinating projects, reviewing work, and ensuring deadlines and service expectations are consistently met. In addition to serving clients, she plays an active role in mentoring and developing team members by supporting staff training, reviewing deliverables, encouraging collaboration, and sharing technical and practical experience with newer professionals.

Her experience includes tax planning and strategy, tax return preparation for corporations, partnerships, individuals, and not-for-profit organizations, as well as client relationship management and team leadership within the firm’s Tax Department.

With more than 14 years of public accounting experience, Michelle is committed to helping clients navigate complex tax matters while supporting the growth and development of her team.

Education

  • Bachelor of Science in Business Administration, California Polytechnic State University, San Luis Obispo
  • Accounting Concentration, California State University, Stanislaus

Certifications & Professional Affiliations

  • Certified Public Accountant (CPA)
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Community Involvement

  • Active in the Modesto and Ripon communities through volunteer support for local youth and charitable organizations.
Michelle Ulm