At Boyd Tax, Everybody Counts
Providing Individual, Business, and Fiduciary Tax Services in Chapel Hill, North Carolina
Foreign Asset Reporting (FBAR)
Estate Income Tax
Retirement Tax Planning
IRS Notice Resolution
Welcome to Boyd Tax!
I am the Managing Shareholder of Boyd Tax. Boyd has been a trusted advisor to clients within the Triangle region for more than 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 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, meaning 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 three underlying principles: attention, responsiveness and quality.
Thank you. We look forward to working with you!
J.D. Lutz, CPA, MS Tax
J.D. LUTZ, CPA, MS TAX
JD is a licensed CPA in the state of North Carolina. He has more than 35 years of experience in the tax field. Fifteen of those years were spent with Deloitte Tax and Arthur Andersen. He holds a Master of Taxation from DePaul University, MBA from University of Missouri-Columbia, and a Bachelor of Accounting from Iowa State University. JD lives in Chapel Hill with his wife, Susan, (see bio below) and their four children.
Dawn is a graduate of the U.S. Air Force Academy with a Bachelor of Science in Human Factors Engineering. She completed Undergraduate Pilot Training the following year. After a 20-year career in the Air Force as a pilot and admissions liaison officer she is now a retired Lt. Colonel. She lives in Chapel Hill with her husband and three children. In her spare time, she is mom to Gracie and Scout, her four-legged furry children.
RICHARD ANDREWS, MS ACCOUNTING
Richard Andrews is an accountant with more than 10 years’ experience in the tax field. He grew up in Carrboro and attended Chapel Hill High School. After serving in the U.S. Army for four years, Richard earned a Bachelor of History from the College of Charleston. He then completed his Master of Accounting at the University of North Carolina at Greensboro. Richard enjoys spending his free time with his family. He lives with his wife, Margaret, a native of Chapel Hill, and their two young children. Richard also enjoys Tar Heel sports, golf and running.
Susan holds Bachelor of Science degrees in Journalism and Dietetics from Iowa State University and a PhD in Public Health Nutrition from UNC-Chapel Hill. When she is not helping to manage office operations at Boyd, she works as a registered dietitian providing outpatient nutrition counseling for Essential Nutrition in Chapel Hill. Susan lives in Chapel Hill with her husband, JD, (see bio) and their four children.
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107 Conner Drive, Suite 215
Chapel Hill, NC 27514