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 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
- ACCT 5505 Ethics and the Accounting Professional Environment
- ACCT 5582 Research for Accounting Professionals
- ACCT 5563 Enterprise Risk Management: Identify Events as Risks to Manage or Opportunities to Seize
- ACCT 5532 Contemporary Issues in Financial Reporting and Analysis
- ACCT 5543 Advanced Assurance Services
- ACCT 5584 Advanced Accounting
- ACCT 5546 Forensic Accounting and Fraud Examination
- ACCT 5533 Contemporary Managerial Accounting Issues
- ACCT 5583 Financial Reporting of Income Taxes
- ACCT 5327 Financial Statement Analysis and Business Valuation
Bachelor of Science, Business
Excelsior University
August 2013 to August 2014
GPA 3.4
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
Professional Affiliations
American Institute of Certified Public Accountants
December 2024 to Current, Student Affiliate
Association of Certified Fraud Examiners
August 2025 to Current, Student Associate
Experience
Managing Director, Tax
Ascent Tax Advisers
January 2025 to Current
Managing Director, Tax
Ascent Capital Partners
January 2025 to Current
Senior Tax Manager
GPW & Associates
February 2023 to December 2024
Tax Associate
Atlas CPAs & Advisors
November 2022 to February 2023
Tax Consultant
Ironwood Wealth Management
October 2021 to April 2022
Founder & Financial Planner
Integrum Wealth Management
February 2018 to October 2021
CoFounder & Chief Compliance Officer
Summit Wealth Financial Planners
July 2017 to February 2018
Founder, President, & Tax Accountant
Rocky Mountain Wealth Architects
November 2015 to October 2021
Financial Advisor
Prudential Financial
August 2014 to November 2015
Licensed Medicare Specialist
Optum
August 2013 to July 2014