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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June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: