Zug, Switzerland

Business-Tech
Architect.

Business-law trained. Running Taxolution since late 2017. I build systems where technology meets service-business operations, with the legal and commercial judgment to know what's worth pursuing.

65K+
Automation Runs
2,500+
Tax Cases
5.0
Google (150+)
Ron R. Rosenwasser

About

Founded Taxolution Advisory in late 2017, in the final year of my BSc in Business Law. Architected the proprietary client portal (built with a dev team I guide) alongside an internal automation mesh I wire up myself across Google Workspace, HubSpot, Bexio, and Taxware. 65,000+ automation runs logged. Digital-first practice serving 500+ expat households in Switzerland. Self-funded. 5.0 Google rating from day one.

Also hold board positions across businesses in crypto, international trading, and accounting. Same thread runs through all of them: Swiss legal and business operations on one side, technology on the other, and I build the systems that connect the two.

SYS

Systems

Portals, CRM, automation pipelines, API integrations

TAX

Swiss Tax & Law

Cantonal tax, Quellensteuer, cross-border, case law

OPS

Operations

Unit economics, multi-entity, pricing, compliance

AI

AI Integration

MCP servers, LLM pipelines, AI-native workflows

Work

Built and running in production.

Not concepts. Production systems handling live client data and real money.

Flagship

MyTaxolution Client Portal

Proprietary web portal for Swiss expat tax filing. Onboarding builds a document checklist tailored to each client. Requests go out in sequence, tracked in real time. Scenario calculator for tax planning. New features ship every two months.

65K+
automation runs
48h
turnaround
500+
households
02

Tax File Manager

Document management system with Gemini-powered PDF classification. 32-folder taxonomy, automated 7-step folder bootstrap, AI-driven renaming and sorting. Processes client uploads, routes to standardized structures, classifies tax office documents by type and canton. Web UI with Google Chat notifications.

03

HubSpot–Bexio Invoice Automation

Deals trigger Bexio invoices automatically. Contact matching, multi-currency, approval dashboard, error recovery. Custom Apps Script web app replacing a fragile Zapier setup.

04

Bexio & Taxware MCP Servers

Custom Model Context Protocol servers on Google Cloud. Swiss accounting and tax calculation APIs connected directly into AI workflows. Natural language queries against live financial data.

05

AI Meeting Summarizer

Processes Google Meet transcripts through Claude API with calendar context. Identifies open items, drafts follow-ups. Deployed as an Apps Script pipeline with clasp CI.

06

Encrypted Client Dashboard

Client-facing financial status board with document-level encryption. Invoice tracking, payment status, secure access. Zero backend, static deploy on Vercel.

07

Caseload Analytics & Unit Economics

Pipeline analysis across HubSpot deals and tickets. Cost per case, lifetime gross profit per client, ad spend scaling thresholds. Automated projection updates.

08

SEO Content Engine

Technical articles on Swiss tax with interactive HTML calculators. Outranking major players in organic search. Blog post agents drafting at scale.

09

Automated Inbox Triage

Daily scheduled processing across business email accounts. Categorization, prioritization, draft replies. Runs every morning before I open my laptop.

Current Focus

AI as infrastructure.

Not a feature, not a demo. AI runs under every part of the business: email triage, tax calculations, client replies.

Tax Assessment Review

Compares authority assessments against filed returns. Flags discrepancies. Drafts client communications with statutory references.

Accounting Data Connectors

MCP servers on Google Cloud bridging Bexio, HubSpot, and Taxware into AI-native workflows.

Legal & Tax Drafting

Objections grounded in Swiss Federal Court case law. GmbH advisory. Structure comparisons. All AI-assisted, expert-reviewed.

Document Intelligence

Gemini-powered PDF classification. AI reads tax documents, extracts type, canton, year, and renames to standardized formats. Multi-supplier invoice collection via scheduled portal fetching.

Contact

Let’s talk.

Service business transformation, systems thinking, or cats.