We are pleased to announce the expansion of our team to provide exceptional service to businesses and the communities of Mayport, Atlantic Beach, Neptune Beach, and Ponte Vedra Beach in Florida’s Jacksonville Beach area, is pleased to announce the expansion of their team with several new members including:

Lauralee Murtha, Senior Staff Accountant and Payroll Specialist. Lauralee has been in public accounting for nearly 20 years. She started her career processing payroll and assisting in bookkeeping, and processing tax returns and now supports our tax and accounting professionals.

Anne Bolton, CPA, Director of Ascend Dental, a division of SBDP. Anne is responsible for tax compliance and planning. With previous experience working in tax for commercial real estate, she brings incredible knowledge and leadership to the team. Anne leads the team responsible for tax compliance, tax strategy advisory services and financial performance benchmarking for our dental practices throughout Florida. Anne is an elite advisor inspiring our clients to look forward, beyond the numbers.

Sneha Shah, Tax Manager. Sneha has over 12 years of experience in entity and individual tax return preparation, accounting, payroll returns, and payroll tax compliance. She is a Certified QuickBooks Online Advanced ProAdvisor® and an optimistic person who approaches problems with a “can do” attitude. 

Nupur Rijhwani, CPA,Tax Manager. Nupur specializes in financial statement preparation, tax planning, individual, corporate and partnership tax returns over a variety of industries. 

Kim Cook, Client Service Manager, Ascend Dental team. Born and raised in Jacksonville, Kim’s strong communication and critical thinking skills are essential to effectively understand the needs of our clients, and to provide solutions that meet their expectations as their number one point of contact. 

Kim Nguyen, Client Service Manager. Kim has over 23 years of office administrative and support experience. She is passionate about helping others, and her loyalty, work ethic, and ability to learn make her a great fit for this position. 

Rachel Pendergrass, HR Concierge. With a passion for people and company culture, Rachel upholds our core values, along with assisting in administrative tasks in our office.

Reed Pilcher, IT Specialist. Reed has an aptitude to understand technological issues and the best way to fix them. With SBDP, he will be resolving in-office IT issues, expedite tickets and mitigate any issues around them, and enhance employees’ day to day work by optimizing the technology they use.

Jonathan Brassell, Tax Manager, Accounting and Audit. With five years of experience in auditing for mortgage banking, employee benefit plans, and technology, Jonathan is a great asset to the SBDP team.

“It is exciting to recognize the growth of our team and how each individuals’ talents and expertise helps us rise to a greater level of expertise to our clients,” said Steve Phillips, CPA, CGMA, Managing Partner at Swindell, Bohn, Durden & Phillips. “The development of our team is a top priority and allows us to continuously improve client satisfaction and provide new services.”