We specialize in helping successful business owners do 4 things. 1- Choose the best ENTITY type for protecting their assets and tax structure. 2- BUSINESS PLANNING and getting clarity on their business model and margins. 3- Separating their Personal Credit from their CORP CREDIT. Building and implementing true Corp Credit reduces the risk for the business and protects the corp veil. 4- TAX REDUCTION PLANNING can help business owners keep what they have worked so hard to earn.

M

6/14/24

I can recommend Ron to anyone looking for sound tax planning and financial guidance. Every meeting we have had has been filled with Ron explaining various strategies and concepts to me. He has many years of experience in owning Real Estate and operating various businesses. Looking forward to continue to work with Ron on my business and finances. Read more >

Marshall M gave Ron Fossum a 5 star Review

P

4/25/24

We love Ron Fossum because he is a wealth of knowledge, he tells you straight,and bottom line makes our tax lives much better. We met Ron about 6 years ago, and we will continue to consult with him over many more years. Some great things about Ron -- he prepares before you talk with him, so he can answer issues quickly - he asks great questions - his tools such as Tax Strategy and other tools make us smarter. And finally, he is generous with his knowledge, always friendly yet so smart. Read more >

Phyllis and Manfred Z gave Ron Fossum a 5 star Review

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3/11/24

Teresa T gave Ron Fossum a 5 star Rating

C

3/07/24

Ron is committed to saving his clients' hard-earned money. He has a wealth of experience guiding his clients through a tax planning and implementation strategy that is reliable and effective. Read more >

Carson S gave Ron Fossum a 5 star Review

S

2/07/24

Ron, has a great way of communicating what's needed to know about any given situation. He is always calm, prepared and happy to answered all my question. His knowledge is outstanding about tax laws and keep current as they constantly change. Ron is a pleasure to work with!! Read more >

Stuart W gave Ron Fossum a 5 star Review

T

2/02/24

Ron has been critical in helping us navigate our business through many challenges. Great person to depend on and work with. Read more >

Ty B gave Ron Fossum a 5 star Review

L

11/06/23

Priceless! Learning these strategies not only create income (yes, create...) but also is generational. Our quarterly meetings have been impactful, I truly look forward to every single meeting to see what's possible. Thanks Ron!! Read more >

Lonnie O gave Ron Fossum a 5 star Review

S

5/01/23

Working with Ron Fossum has been an educational and financial adventure! He has managed to make the topic of tax planning interesting and understandable for me, a person with only general financial knowledge and experience. I have been challenged to consider options that were totally foreign and, with his patience and guidance, implement them successfully. I appreciated the time and attention he paid to my newly formed single-member LLC as if it was a big corporation. Thanks for everything Ron. Read more >

Susan U gave Ron Fossum a 5 star Review

2/02/23

12/06/22

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We specialize in helping successful business owners do 4 things. 1- Choose the best ENTITY type for protecting their assets and tax structure. 2- BUSINESS PLANNING and getting clarity on their business model and margins. 3- Separating their Personal Credit from their CORP CREDIT. Building and implementing true Corp Credit reduces the risk for the business and protects the corp veil. 4- TAX REDUCTION PLANNING can help business owners keep what they have worked so hard to earn.