Julie moved to Jacksonville and joined Swindell, Bohn, Durden & Phillips, PL in August 2018 as our Tax Manager. Her responsibilities include the preparation and review of tax returns, tax planning, tax research, as well as assisting the accounting and auditing department with compilations, reviews, and audits.
Julie has a diverse tax and audit background, ranging from corporations, partnerships, trusts, estates, not-for-profit organizations, and individuals to compilations, reviews and audits. Her client experience varies as well, including industries such as agriculture, construction, gas stations, medical offices, rental real estate and not-for-profit organizations.
In the first nine years of her career, Julie worked in the private accounting sector in Ohio before transitioning to public accounting in 2003 when she moved to Arizona. After twelve years, Julie moved to Texas working at a firm there for three years.
Julie attended Union College in Barbourville, Kentucky completing a double major to earn two bachelor’s degrees: one in accounting and one in business administration.
Julie has her CPA license in Arizona, Florida, Indiana, and Texas. She is a member of the AICPA and of the Texas Society of CPAs.
Outside of the office, Julie enjoys spending time with friends and family, traveling, going to the gym or for a run, and volunteering to help animals.
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We can all get caught up in the day…meetings, calls, texts, emails and the myriad of other workday demands that pile up quickly and can create unwanted stress.
Labor Day is upon us—a popular holiday that is dedicated to the millions of women and men who keep this country going strong. For many, it also means that it’s time to break out the grill for that big end-of-summer celebration. And because most of us aren’t Grill Masters, this is a good time for a refresh on some basic grilling safety tips to keep everyone safe and the party going.
Let’s face it. Kids aren’t cheap, so you have to save money where you can. Back-to-school shopping is a good place to start because costs can add up quickly—especially if you have more than one child. Consider these tips for sending your kids back to school without breaking the bank.