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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 not your typical accountant. I’m your business’s new secret weapon. Think of me as a financial co-pilot. Someone who helps you simplify the chaos, avoid surprises, and actually understand what your numbers are telling you. I bring the tools, systems, and strategy so you can focus on what you do best: running your business. And this isn’t just empty talk, I back it up with custom tools and solutions I’ve created for business owners across the U.S. 👉 Check out the BizTax Playbook Tools in my portfolio. One highlight? The Business Tax Budgeter, the first tool of its kind designed to help business owners plan their tax budgets as easily as W-2 employees do. Think of me as part tax strategist, part business advisor, and part problem-solver. Someone who knows the numbers, but also knows how to use them to drive real results for your business.

I have over 30 years of consulting experience with everything from individuals and small businesses to Fortune 500 and government clients like USPS, NIH, Marriott, Capital One, and more, both domestically and internationally. Using those skills to help the little guy is the best part of my job. I provide financial advisory and planning services to clients with US interests worldwide every day, full time, through my Tampa based firm, not just as a side gig. While only newly active on Upwork, I have a solid reputation on other platforms. You'll find reviews from around the world in my profile portfolio. I'm eager to support you too with business startup and management guidance, personal and business tax compliance and planning, and investment guidance including real estate ventures.

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.

High Quality Legal Solutions for Businesses & Professionals I provide comprehensive legal support and strategic documentation services for businesses and individuals worldwide. With an emphasis on precision, clarity, and professional integrity, I help clients navigate complex legal landscapes, from drafting airtight contracts to managing sensitive dispute resolutions. My Core Expertise Includes: Contract Lifecycle Management: Drafting, reviewing, and negotiating NDAs, Service Agreements, Employment Contracts, and Commercial Leases. Business & Corporate Documentation: Crafting professional engagement letters, compliance documents, and operational policies. Dispute & Claim Support: Drafting demand letters, managing breach of contract claims, and coordinating consumer dispute responses (e.g., airline and service industry disputes). Professional Communication: Elevating client relations through empathetic, high-stakes correspondence and strategic follow-ups. Why Work With Me? Global Versatility: Experienced in handling cross-jurisdictional matters (US, UK, and Australian standards). Client-Centric Approach: I prioritize professional, humble, and clear communication to ensure all parties are aligned. Reliability: I manage large-scale academic and professional review projects with strict adherence to deadlines and quality standards. Whether you are a startup needing foundational legal templates or an established firm requiring overflow support, I deliver work that protects your interests and upholds your professional reputation. Let’s discuss how I can support your next project.