In the early 1980s, Jim Swindell and Lynt Tyson founded our firm at the corner of 35th Avenue and Third Street in Jacksonville Beach, Florida. Today, we are known as Swindell, Bohn, Durden and Phillips P.L., and are proud to serve individual and business clients from the same convenient location.
As respected accounting and business advisors and active members of the local community, we never stop looking forward…beyond the numbers. Focusing on the success of our clients, we continually offer valuable insights, precise planning, and progressive advice to help our valued clients reach their full potential.
Our team’s extensive knowledge of tax, accounting, finance, and wealth retention strategies, combined with our creativity and responsiveness to client needs has made SBDP a valued resource and long-term partner for many throughout the Jacksonville and surrounding Beaches communities.
SBDP core values are built on Relationships, Inspiration, Service and Excellence (RISE)
RELATIONSHIPS with our Clients, Community, and Team are respectful, caring and improve the lives of those we serve.
Our team is INSPIRED by placing service above self with enthusiastic attitudes about being responsive and keeping our promises.
Our SERVICES are proactive, timely, dependable, innovative and challenge our clients to achieve their goals.
We strive for EXCELLENCE by delivering extraordinary effort with an emphasis on being highly trained and efficient.
Our mission is to……..
Improve the lives of clients, community, and team by challenging and inspiring those we serve to ascend beyond their goals.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
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:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider: