Cody Boyd, MSA, EA
Cody Boyd is the founder and principal of Boyd Tax Advisors, a boutique tax advisory firm serving entrepreneurs, business owners, and private family groups with complex tax and financial planning needs.
He holds a Bachelor of Business Administration in Accounting from Texas Tech University, completed in August 2018, and a Master of Science in Accounting with a specialization in Taxation from Liberty University, completed in December 2019.
Cody began his career in public accounting and financial advisory roles in 2015, where he developed a strong technical foundation and a disciplined, client centered approach to advisory work. His practice focuses on forward looking tax strategy, financial modeling, and long term planning rather than transactional compliance.
While Boyd Tax Advisors primarily advises closely held businesses, Cody works extensively with individuals whose personal tax circumstances are closely connected to their business interests, investments, and family structures. His experience includes multi entity structures, pass through entities, trusts, estate related tax matters, and the coordination of financial reporting across multiple income sources.
A significant portion of his work involves ongoing advisory relationships that resemble family office style planning, where tax strategy must be coordinated across operating businesses, personal income, investments, and longer term legacy considerations.
Cody regularly collaborates with attorneys, investment advisors, and other professional partners to ensure tax strategy aligns with broader financial and legal objectives.
As an Enrolled Agent, License Number 00167304 EA, Cody is authorized to represent taxpayers before the Internal Revenue Service in all matters, including examinations, collections, and appeals. He approaches IRS representation with an emphasis on preparation, technical accuracy, and professional communication.
Cody’s advisory philosophy is grounded in proactive planning, precision, and accessibility. His practice is intentionally selective, allowing him to work closely with a limited number of clients and provide a high level of attention, strategic insight, and long term guidance.
FAQs
What types of clients do you serve?
Boyd Tax Advisors works with individuals, closely held businesses, and private clients with complex tax and financial profiles. This includes business owners, professionals, investors, and family groups who require coordinated tax planning and advisory support. Engagements often involve multiple income streams, entity structures, or long-term planning considerations.
Do you work with high-net-worth individuals or family offices?
Yes. A portion of our practice involves advisory work similar in scope to family office engagements. This includes coordinating tax planning across operating entities, investment activity, trusts, and personal tax matters. We regularly collaborate with attorneys, investment advisors, and other professionals to ensure tax strategy aligns with broader financial and estate objectives.
What tax services do you provide?
Services include federal and state tax compliance, strategic tax planning, estimated tax analysis, entity structuring, and advisory support related to complex financial situations. We also assist with IRS matters, including examinations, notices, and other taxpayer representation needs.
Are you authorized to represent clients before the IRS?
Yes. Cody is an Enrolled Agent, a credential granted by the Internal Revenue Service. This authorization allows representation of taxpayers before the IRS in all matters, including audits, collections, and appeals.
How do you approach tax planning and advisory work?
Our approach is deliberate and analytical. We focus on understanding the full financial context before making recommendations, with an emphasis on compliance, documentation, and long-term impact. Tax planning is viewed as an ongoing process rather than a one-time transaction.
Do you coordinate with other advisors?
Yes. We frequently work alongside attorneys, investment advisors, and other professionals. This collaborative approach is especially important for clients with complex structures or multigenerational planning considerations.
Do you take on every prospective client?
No. We are selective in accepting new engagements to ensure we can provide the level of attention and depth required. Prospective clients are evaluated based on fit, complexity, and alignment with the firm’s advisory focus.
Do you offer ongoing advisory relationships?
Yes. Many clients engage us on an ongoing basis for year-round tax planning, advisory support, and coordination as circumstances evolve. These relationships are designed to provide continuity and proactive guidance.
Boyd Tax Advisors / Gray Rock Consulting, LLC 