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I primarily provide business, nonprofit, accounting and tax consulting services. I am an IRS Enrolled Agent, allowing me to represent taxpayers before the IRS in all 50 states. I have over 10 years of experience preparing individual, business and non-profit tax returns. I also have significant experience advising nonprofits with formation, taxation and governance matters. I am a summa cum laude graduate of the Indiana University School of Law. MBA graduate of Ball State University. Harvard Business School CORe graduate. I have experience working as an attorney in the business services department of a large, international law firm. Terms of Engagement: I do not offer legal services through UpWork. No engagement through this site shall constitute or be construed to represent an attorney/client relationship. All engagements are with Jones Consulting Services, LLC, an Indiana Limited Liability Company. By engaging the services of Jones Consulting Services, you agree that any suit, claim or dispute arising out of or in connection with this engagement must be brought in Marion County, Indiana, and you consent to the jurisdiction of such courts and irrevocably waive, to the fullest extent permitted by law, any objection which you may now or hereafter have to the laying of the venue in such jurisdiction. Any engagement shall be governed by and construed in accordance with the laws of the State of Indiana. You agree that to the fullest extent permitted by law, and notwithstanding any other provisions to the contrary, to limit the total liability of Jones Consulting Services, LLC for any and all losses, expenses, damages of any nature whatsoever or claim expenses arising out this engagement, from any cause or causes, so that the total aggregate liability of Jones Consulting Services, LLC shall not exceed the total compensation received by Jones Consulting Services, LLC under this engagement or $500, whichever is less. Such claims and causes include, but are not limited to, strict liability, negligence, professional errors or omissions, breach of contract or breach of warranty. This clause applies to all directors, officers, owners, members, employees, and agents of Jones Consulting Services.

I’ve been practicing commercial law for over 25 years, and am motivated by identifying creative solutions to challenging situations . I work with founders, business owners, investors, and international clients on the contracts and disputes that run their businesses - SaaS agreements, IP, employment, privacy, cease and desists, and more. My approach to drafting and dispute resolution combines creativity and persistence to reach practical outcomes for all parties. I’m direct, I move quickly, and I don’t dress things up. Background: LL.M. in Corporate Finance and M&A from Fordham Law, LL.M. in International Taxation from Hebrew University of Jerusalem, years at Deloitte (New York and Tel Aviv) on cross-border work, and years at Sunrise Securities Group counseling technology, cybersecurity, and real estate investment companies on financing, SEC reporting, and board governance. Admitted in New York. Fluent in English and Hebrew. What I work on most: • SaaS agreements, MSAs, and B2B commercial contracts • International and cross-border commercial transactions • Corporate counsel formation, governance, operating agreements, joint ventures • Corporate restructuring and reorganization • Tax planning and tax-driven structuring (U.S. and international) • Employment law agreements, contractors, non-competes, workplace issues • IP licensing, copyright protection, and infringement enforcement • Cease and desist letters • Privacy policies, terms of service, and data agreements • Demand letters and pre-litigation strategy • Ongoing counsel for small businesses What clients have said: “Absolutely top-tier. Strategic, fast, and incredibly professional.” “If you’re looking for an attorney who’s smart, intuitive, and truly looks out for you, Yael Katz is the one.” “Highly knowledgeable, thoughtful, and clearly an expert in her field.” Feel free to reach out for a non-billable preliminary consultation. I’ll give you initial guidance on what you’re working on, and we can take it from there.

I’m a CPA and Financial Planner with 10+ years of industry leading experience in tax planning, financial planning, and strategic wealth management for both businesses and individuals. I have additional expertise within the international financial planning and tax strategy space due to my unique skillset of holding a CPA license as well as equivalent licenses in a number of other countries (including Chartered Accountant status etc). I therefore have a unique core client base on complex, high net worth clients with multi jurisdiction lifestyles that give them exposure to tax regimes in multiple countries. I founded and operate my own CPA firm and fee-only financial planning practice, bringing the expertise of Big 4 experience (including PwC) and deep industry insight working with high net worth individuals, business owners, executives, and leading companies. My key services include: - Tax planning & tax strategy (business & individual) - International tax strategy (business & individual) - Financial planning & retirement planning - Wealth management & investment strategy - Entity structuring & tax-efficient business planning - IRS compliance & tax risk management - Cash flow planning & financial forecasting - Year-round advisory & tax optimization guidance I use a forward-looking, fiduciary-driven approach to reduce tax burden, improve financial performance, and support smarter financial decisions at every stage — from year-end planning to quarterly tax strategy and long-term wealth preservation. Clients typically hire me when they’re looking for a trusted CPA, tax strategist, financial planner, fiduciary advisor, or wealth management expert who can reduce taxes legally, improve financial outcomes, and provide clarity in complex financial situations. 💡 If you want a strategic tax planner, high-level financial planner, or certified public accountant who integrates tax strategy with financial planning and investment goals, let’s talk.

Alex Oware, CPA, Esq. Founder & Principal | O & G Tax and Accounting U.S. CPA (MA & CO) | California Licensed Attorney I am a dual-qualified California Licensed Attorney (Active Since 2024), and Certified Public Accountant (CPA) with over 15 years of experience providing integrated tax, accounting, and legal services to individuals and businesses worldwide. As the Founder and Principal of O & G Tax and Accounting and Oware Justice Advocate, I help clients navigate complex financial, tax, and legal matters with precision, compliance, and strategic insight. My unique combination of accounting and legal expertise allows me to represent clients seamlessly across tax, business, and immigration matters—saving time, cost, and risk. 🔹 Core Services Tax & IRS Representation IRS and state audit representation Income, sales/use, and franchise tax audits Cross-border and international taxation Tax residency & domicile planning Penalty abatement and waiver requests Installment agreements & tax resolution Back taxes and compliance clean-up Tax Preparation U.S. individual & business tax filings Foreign-owned U.S. LLCs (Forms 5472, 1120) Expat & non-resident tax compliance E-commerce & Amazon seller tax reporting Accounting & Bookkeeping Full-cycle bookkeeping Financial statements & compliance Profit optimization & tax-efficient strategies Business Formation & Dissolution LLC & corporation formation Entity restructuring Business dissolution & compliance Immigration Law Immigration representation before EOIR & BIA Business and employment-based immigration support Additional Specialized Services U.S. Tax Court representation Frozen/restricted fund recovery E-commerce arbitration & dispute resolution 🔹 Court Admissions & Authorizations United States Tax Court California Supreme Court U.S. District Court – District of Colorado Executive Office for Immigration Review (EOIR) Board of Immigration Appeals (BIA) 🔹 Media Features & Publications Featured in: The Wall Street Journal Bloomberg Businessweek The Denver Post Yahoo News U.S. News & World Report Author of widely read articles on: Foreign-owned U.S. LLC taxation Expatriation & exit tax (Form 8854) Amazon foreign seller tax compliance U.S.–India tax treaties 🌍 Global Clientele I work with clients across the U.S. and internationally, including: India, Canada, UK, Germany, China, Singapore, Mexico, Turkey, Argentina, Pakistan, and more. 🔹 Firm Philosophy At O & G Tax and Accounting, I provide personalized, results-driven service with a focus on long-term relationships—not volume. Every client receives tailored strategies designed to reduce risk, ensure compliance, and achieve measurable financial outcomes.

With over 23 years of legal expertise and 5+ years as Chief Legal Counsel and CFO at Hesion Sciences, this professional excels at integrating legal strategy with financial oversight to drive organizational success. He brings a strong focus on litigation, business transactions, and trust structures, enabling the team to navigate complex challenges while fostering compliance and growth. Passionate about aligning legal and financial strategies with the company's mission, he contributes to a collaborative approach, empowering the organization to achieve its objectives sustainably.

I am a tax-exempt attorney with over 20 years of experience in nonprofit law. I am uniquely qualified to guide you through the process of establishing your nonprofit organization and obtaining 501(c)(3) status. My background includes working in the IRS's Tax-Exempt Division where I reviewed applications for exemption and am now working in private practice where I have represented over 1,500 nonprofit organizations with a 100% approval. I have worked with thousands of tax-exempt organizations, including public charities, private foundations, family offices, Fortune 500 companies setting up tax-exempt organizations, and founders of Fortune 500 companies who have set up private foundations. I have never had an application for exemption denied, and none of my clients have ever been audited if I represented the organization from the organization’s formation. Moreover, I have been successful each time I represented a tax-exempt organization in an IRS audit.