

JOSEPH M. TANIS, CPA
Chairman Emeritus
tanis@bbcpa.com
301.272.6020
As the chairman emeritus of Bond Beebe, Joe ensures the unwavering integrity and professional competence that sets Bond Beebe apart from its peers. He has a keen awareness of the balance between close relationships for the sake of providing exemplary client service and independence in accordance with professional standards.
Joe's commitment to the firm is unparalleled. During his 25 years as president of the Firm, he formulated the Firm's retirement plan and organized its continuing professional education and marketing programs. In addition to Joe's responsibilities as chairman, he is an active member and advisor of the firm's affiliated organization, Bond Beebe Financial Advisors, LLC (BBFA). As a financial advisor, Joe provides investment management and financial planning services to BBFA clients.
Professional Experience
During his 40 years in accounting and auditing, Joe has been involved in engagement management, auditing, and related tax services. He provides management advisory services and comprehensive tax planning to his clients. His clients have included individuals, trade associations, municipalities, real estate development and construction companies, charities, nursing homes, political organizations and professional firms. Currently, Joe also focuses on providing solid investment management and financial planning to the clients of BBFA.
Securities offered through 1st Global Capital
Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
| Business & Professional Affiliations: |
|
Member and Past Chairman (three terms), Professional Ethics Committee, Greater Washington Society of CPAs Member, President's Advisory Council, Past Member of Board of Directors, Leukemia and Lymphoma Society, DC Chapter Advisory Council, and Past Member, Board of Directors, Neediest Kids, Inc. Member, Greater Bethesda-Chevy Chase Chamber of Commerce Member, American Institute of Public Accountants Member, Board of Directors, Chair of Finance Council, Catholic Community Services |
| Education and Licenses: |
|
Bachelor of Commercial Science, Accounting and Financial Administration, Benjamin Franklin University Series 7 General Securities Representative, Virginia, District of Columbia, New York, & New Hampshire Series 66 Uniform Combined State Law and an IAR Designation Investment Advisor Representative Certified Public Accountant - District of Columbia, Maryland and Virginia |
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| MD Board of Accountancy firm license number 28864; VA Board of Accountancy firm license number 132430 |