Joachim Mbi
Director
“I strive to make complex tax matters clear and manageable so clients can focus on their long-term goals.”
Joachim Mbi has nearly 20 years of public accounting experience and specializes in tax compliance, planning and preparation services for high-net-worth individuals, businesses and trusts.
Joachim combines technical expertise with close attention to tax management. He prepares detailed year-end projections, monitors changes in federal and state tax law and addresses the complexities of compliance for a range of clients.
Joachim’s work often involves reviewing evolving regulations and evaluating their impact on individuals, businesses and trusts. He also coordinates with business owners on planning strategies to prepare filings across multiple jurisdictions. In addition, Joachim collaborates with clients’ legal and financial advisors to deliver coordinated and comprehensive tax support.
Professional Affiliations and Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
Accreditations
- Certified Public Accountant (Maryland)
Education
- American University, Master of Science degree in Taxation
- Towson University, Bachelor of Science degree in Accounting