John Boyle, CFP®, AIF®, EA, CTC, CEPA

I’ve been providing professional accounting services for almost 7 years (2015) and supporting my clients as a financial adviser for longer (2014).

I have an AAS Accounting (2009) and a BS Business (2014) degree.

I worked in an Optum call center from 2013 to 2014 selling Kaiser Permanent Medicare Advantage health insurance plans full time. I probably sold over 300 Medicare Advantage plans. I’m familiar with how Medicare works.

I became a Series 65 licensed Investment Adviser Representative in June 2015 while working with Prudential Financial. I was licensed to sell commissioned based insurance and investments at the time, but I allowed those licenses to lapse. I no longer accept commissions. Now I only serve clients through fees.

I first transitioned into self employment in November 2015 through Rocky Mountain Wealth Architects, which was my Colorado based accounting and investment management firm. I reorganized my investment operations by founding a second business in July 2017, which was eventually renamed to Integrum Wealth Management. Rocky Mountain Wealth Architects and Integrum Wealth Management are no longer in operation.

My Enrolled Agent (2017) license provides me with the same practice rights as a CPA in tax matters according to IRS regulations outlined in Circular No. 230.

I completed the Certified Tax Coach designation in 2019. My proactive tax planning knowledge runs deep.

I completed the Certified Exit Planning Advisor designation in 2020. I’ve provided accounting and tax services for many mergers, acquisitions, sales, and liquidations.

I completed the Certified Financial Planner designation in 2020. I’ve specialized in financial planning for business owners.

I was hired by Ironwood Wealth Management in October 2021 to replace their exiting CPA partner. I built an effective operating infrastructure to stabilize their accounting and tax services after the transition. I worked with Ironwood for about 7 months.

I had moved to Arizona in March 2018. I founded Arizona Foothills Tax Accounting in June 2022 in order to rebrand and consolidate my professional services because I’ve been living in Arizona for over 4 years.

Arizona Foothills Tax Accounting will soon be a Registered Investment Adviser, which will allow me to once again offer comprehensive financial planning and investment management services.

I’m offering a free initial consultation including a review of your financial reports and income tax returns to identify overlooked opportunities. I’m also offering promotional discounts to new clients.

John Boyle, CFP®, AIF®, EA, CTC, CEPA

Page Updated 10/04/2022.