The 2026 tax filing period is coming quickly — file early and avoid late fees. Contact us.
Dr. Joseph Hanlon, CPA, JD

Experience & Credentials

Dr. Joseph Hanlon, CPA, JD

Forensic accountant, licensed attorney, and tax strategist with decades of experience serving tech executives, startups, and high-net-worth individuals across Silicon Valley and beyond.

Licenses & Credentials

Certified Public Accountant (CPA)

Licensed in California

Juris Doctor (JD)

Licensed Attorney

Former IRS Treasury Revenue Agent

Internal Revenue Service

Certified Fraud Examiner (CFE)

Association of Certified Fraud Examiners

Certified Valuation Analyst (CVA)

National Association of Certified Valuators and Analysts

Areas of Expertise

Forensic Accounting & Litigation Support
RSU & Stock Option Tax Planning
Cryptocurrency Tax Compliance
Business Valuation
IRS Audit Defense & Tax Relief
Mergers, Acquisitions & Due Diligence
Estate & Trust Tax Planning
Part-Time CFO Services
International Tax Compliance
Startup & Venture Capital Advisory

Professional Experience

Founder & Managing Partner

Silicon Valley CPA Firm

Cupertino, CA

1998 – Present

Founded and leads a boutique CPA and tax advisory firm specializing in tech-sector clients, equity compensation, forensic accounting, and complex tax matters for individuals and businesses throughout Silicon Valley.

Forensic Accountant & Expert Witness

Various Federal & State Courts

California

2005 – Present

Retained as a forensic accounting expert witness in civil and criminal litigation, including fraud investigations, business disputes, divorce proceedings, and economic damages calculations.

Education

Juris Doctor (JD)

Law School

Tax Law Concentration

Master of Laws (LLM) in Tax Law

Golden Gate University

Master of Science in Computer Information Systems

University of Phoenix

Bachelor of Science

Stockton University

Major: Accounting & Finance | Minor: Business Law

Undergraduate Studies

Wharton Business School

Associate Degree

Atlantic Community College

Major: Accounting & Finance | Minor: Real Estate

Building a Unicorn

Wharton Business School

Graduate Executive Program

Financial Accounting

Harvard Business School

Graduate Executive Program

Wall Street Investment Analysis

Wharton Business School

Graduate Executive Program

Ready to work with Dr. Hanlon?

Schedule a free consultation to discuss your tax situation, equity compensation, or forensic accounting needs.