Ron James

Ron James Profile Photo

CEO | Opscale Partners LLC

Founder, Opscale Holdings | Helping SMBs recover the tax refunds & credits they’re owed and access the capital to grow | Tariff Refunds, R&D, Cost Seg & More | Duty to Serve | Top 100 Innovators & Entrepreneurs

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Oct. 11, 2026

The Tax Savings Your CPA May Be Missing | Ron James

What if your business is entitled to tax savings that nobody has ever told you about? In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Ron James, founder of Opscale Exchange, to explore why many businesses may be missing valuable tax credits, incentives and refund opportunities. Ron spent 13 years at H&R Block, overseeing a five-state region responsible for approximately 450,000 tax returns each season. He la...
Guest: Ron James