About

Hello,
I am the Managing Shareholder of Boyd Tax. Boyd has been a trusted advisor to clients within the Triangle region for over 20 years and occupies a unique place in the tax services market.  That is, we are a tax-only firm.  What does this mean to our clients? Well, it means our cost structure is simpler and lower which allows us to offer our services at lower prices because we are not distracted with the rules, regulations, complexities and costs of providing other services that are often offered by other firms.  This singular focus also allows us to be tax experts which means we can spend our time immersing ourselves solely in the field of taxation so that you receive sound advice.

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of attention, responsiveness and quality.


Attention

The size of our firm allows our clients to have close personal and professional attention from our professionals.  Although growth is important to us, we will control growth so that this principle is not violated.


Responsiveness

Being responsive is critical to providing excellent client service.  Whether you are a client or a prospective client, when you call or email us you will receive a response from us quickly


Quality

Our primary goal as a trusted tax advisor is to be available and to provide insightful advice to enable our clients to make informed decisions. We do not accept anything less from ourselves and this is what we deliver to you.  We feel it is extremely important to continually educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Thank you. We look forward to working with you!

J.D. Lutz, CPA, MSTax

Managing Shareholder