John Boyle, MSA, CFP®, AIF®, EA

As the Managing Director, Tax for Ascent Tax Advisers and Ascent Capital Partners, I leverage over a decade of experience in tax and wealth management to provide strategic and tactical financial guidance to individuals, businesses, trusts, and estates. With a proven track record of optimizing tax strategies and ensuring compliance with complex tax regulations, I lead a team of skilled financial professionals to deliver tailored solutions that drive financial efficiency and growth.

My role involves keeping current with tax law changes to offer the most up to date advice, conducting thorough reviews of client financial documents, preparing income tax returns, and collaborating with financial planners to integrate tax planning into comprehensive financial plans. I am dedicated to developing innovative tax strategies that optimize financial outcomes for our clients and representing them in interactions with tax authorities, providing expert support during audits and dispute resolutions.

My professional philosophy is to uncover opportunities that others might overlook by leveraging my extensive knowledge and experience in tax law, financial planning, and wealth management. I believe that staying informed and continuously learning is crucial in the complex world of tax law, and I am committed to providing effective and innovative tax solutions that ensure compliance and drive financial success for my clients.

Licenses

• (EA) Enrolled Agent (2017)
• (IAR) Series 65 Investment Adviser Representative (2015)

Certifications

• (AIF®) Accredited Investment Fiduciary (2022)
• (CFP®) Certified Financial Planner (2020)

Education

Master of Science, Accounting

University of Connecticut

August 2023 to April 2026
GPA: 3.733

Ranked #8 in 2026 by U.S. News & World Report for Best Online Master's in Business Programs (Excluding MBA)

1. ACCT 5505: Ethics and the Accounting Professional Environment
2. ACCT 5582: Research for Accounting Professionals
3. ACCT 5563: Enterprise Risk Management: Identify Events as Risks to Manage or Opportunities to Seize
4. ACCT 5532: Contemporary Issues in Financial Reporting and Analysis
5. ACCT 5543: Advanced Assurance Services
6. ACCT 5584: Advanced Accounting
7. ACCT 5546: Forensic Accounting and Fraud Examination
8. ACCT 5533: Contemporary Managerial Accounting Issues
9. ACCT 5583: Financial Reporting of Income Taxes
10. ACCT 5327: Financial Statement Analysis and Business Valuation

Bachelor of Science, Business

Excelsior University

August 2013 to August 2014
GPA: 3.40

Economics Major

University of Colorado Boulder/Denver

August 2010 to December 2011

Associate of Arts and Sciences, Accounting

Red Rocks Community College

January 2008 to May 2009
GPA: 3.75