Legal and Tax Counsel in Prosper, Texas
Montgomery Legal provides estate planning, business counsel, and tax services from Prosper, serving Dallas–Fort Worth and clients across Texas. Zachary J. Montgomery brings the perspective of an attorney, CPA, and Certified Fraud Examiner to your business, family, and financial decisions.
Legal Strategy Backed by Financial Insight
Most people hire a lawyer for the legal questions and an accountant for the financial ones, then hope the two add up. Zachary J. Montgomery, JD, CPA, CFE, brings legal, tax, accounting, and forensic experience to a single seat at your table.
- One advisor who sees the legal and financial picture at once
- Tax consequences considered before decisions are made, not after
- Forensic accounting and fraud examination services for financial matters
- Integrity rooted in faith, with clear and honest counsel
Counsel for Your Most Important Decisions
Guidance for the choices that shape your business, your assets, and your family.
Tax Strategy & Planning
Tax planning for individuals and businesses, with legal and accounting perspectives on financial decisions.
Learn moreBusiness Planning
Legal and financial planning for business operations, transactions, risk management, and succession.
Learn moreEstate Planning
Wills, trusts, and estate plans developed around your family, assets, and wishes, with attention to related tax considerations.
Learn moreForensic Investigations
Financial analysis and fraud examination for business disputes, suspected misconduct, and litigation support.
Learn moreOutside Counsel
Ongoing legal counsel for business owners, including contracts, governance, and day-to-day legal questions.
Learn moreReal Estate Transactions
Legal support for commercial and investment real estate transactions, including contract and lease review.
Learn moreBusiness Litigation
Representation in contract, ownership, and other business disputes, informed by legal and financial analysis.
Learn moreBusiness Formation & Structuring
Assistance with forming a business, choosing an entity structure, and preparing organizational documents.
Learn moreTax Preparation
Tax return preparation for individuals and businesses, with attention to records, reporting, and coordination with planning.
Learn moreTax Resolution
Representation and support for tax notices, audits, disputes, and collection matters. Available options depend on your circumstances.
Learn moreThree Disciplines. One Trusted Advisor.
Led by an Attorney
The practice is led by Zachary J. Montgomery, a licensed Texas attorney who also holds CPA and CFE credentials.
A CPA's Tax Knowledge
Legal and accounting perspectives help clients discuss the tax considerations connected with business and estate planning.
Certified Fraud Examiner
Fraud examination and financial analysis support the review of records in investigations and disputes.
Rooted in Faith
Counsel built on integrity, honesty, and genuine care, a steady standard you can trust under pressure.
Discuss Scope & Fees
Ask about the proposed scope of work, fee arrangements, and next steps when discussing an engagement.
Clear Communication
Discuss your questions, priorities, and expectations for communication with counsel.
Decisions That Follow You for Years
The choices you make about your entity, your estate, and your taxes affect you for a long time. We help you make them deliberately, with both the law and the numbers in clear view.
Discuss Your Assets
Review your assets, business interests, and planning priorities with counsel to discuss risks and available approaches.
Plan Your Legacy
Explore estate and succession planning options in light of your family, business, and long-term goals.
Address Complex Tax Issues
Audits, controversies, and federal tax matters handled by counsel who speaks the language of both law and accounting.
Counsel Guided by Christian Faith
Our practice is grounded in Christian faith. That means integrity, honest counsel, diligent work, and genuine care for the people we serve. It shapes how we treat everyone we are trusted to help, whatever your background or beliefs.
“Whatever you do, work heartily, as for the Lord and not for men.”Colossians 3:23
Zachary J. Montgomery, JD, CPA, CFE
Zachary J. Montgomery founded Montgomery Legal on a simple conviction: clients are better served when their legal strategy and their financial reality are handled by one person who understands both. As a licensed attorney, Certified Public Accountant, and Certified Fraud Examiner, he brings together disciplines that are usually scattered across separate firms.
His practice includes business formation and planning, estate planning, tax services, and forensic investigations. This combination allows clients to discuss related legal and financial questions within one practice.
Zachary also serves as an adjunct professor teaching estate planning at the University of North Texas, where he helps prepare the next generation of advisors, a role that keeps his own practice sharp and current.
His practice is grounded in Christian faith and the values that come with it: honesty, diligence, and genuine care for the people he serves. Clients describe the experience as clear, calm, and straightforward.
A graduate of the University of Virginia School of Law, where he served on the editorial board of the Virginia Tax Review, Zachary also earned a Master of Science and a Bachelor of Business Administration from Texas A&M University, both summa cum laude. Before founding Montgomery Legal, he built his experience at firms including PwC, Deloitte, and Ernst & Young, and served as the chief financial officer of a wealth management firm. He was named a JD Supra Readers' Choice Top Author in 2021.
Download About Zachary J. Montgomery (PDF)Attorney/CPA/CFE Credentials+
Zachary J. Montgomery is a multi credentialed advisor who brings together three professional disciplines in a single practice.
- Licensed Attorney, State Bar of Texas
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- Adjunct Professor of Estate Planning, University of North Texas
Education+
Zachary J. Montgomery has a strong academic background that forms the foundation of his legal and professional experience.
- University of Virginia School of Law, Charlottesville, Virginia: Juris Doctor (J.D.). Served on the editorial board of the Virginia Tax Review.
- Texas A&M University, College Station, Texas: Master of Science in Management Information Systems, summa cum laude.
- Texas A&M University, College Station, Texas: Bachelor of Business Administration in Accounting and Business Honors, summa cum laude.
Bar & Court Admissions+
Mr. Montgomery is admitted to practice before the following courts and jurisdictions.
- State Bar of Texas
- U.S. District Court for the Eastern, Northern, and Western Districts of Texas
- U.S. Tax Court
- U.S. Supreme Court
Professional Associations+
Mr. Montgomery is an active member of the following professional organizations.
- Texas Aggie Bar Association (TABA)
- Association of Certified Fraud Examiners (ACFE)
- Texas Society of CPAs (TXCPA), serving on the Relations with IRS Committee and the Professional Ethics Committee
- American Institute of CPAs (AICPA)
Publications+
Mr. Montgomery is a prolific writer on federal tax, procedure, and related topics. Selected publications include the following.
- Author, "You Received an IRS Letter 6316, Now What?," JD Supra, July 11, 2022
- Author, "You Received an IRS Notice CP2000, Now What?," JD Supra, June 3, 2022
- Author, "You Received an IRS LT11 Notice (or Letter 1058), Now What?," JD Supra, May 17, 2022
- Author, "A Win for Taxpayers: Section 6330(d)(1) is a Nonjurisdictional Deadline," JD Supra, May 3, 2022
- Author, "Notable Tax Takeaways from President Biden's Budget," JD Supra, March 31, 2022
- Author, "Texas Deceptive Trade Practices Act Claims," JD Supra, March 17, 2022
Speaking Engagements+
Mr. Montgomery is a frequent speaker at continuing education programs, university lectures, and community seminars, including the following engagements.
- "Estate Planning Meets Financial Planning," Denton, Texas, November 11, 2025
- "Religious Liberty Update 2025," Plano, Texas, July 13, 2025
- "Religious Liberty Update 2024," Plano, Texas, July 14, 2024
Honors & Awards+
In recognition of his work and contributions to the profession, Mr. Montgomery has received the following honors.
- Denton Record-Chronicle, 40 Under Forty, Lawyer / Legal, 2026
- Denton Record-Chronicle, 40 Under Forty, CPA / Tax Professional, 2026
- JD Supra Readers' Choice Top Author, 2021
Trusted by Texas Families and Business Owners
"We have had an excellent experience working with Zach and his team. They are knowledgeable, professional, responsive, and always t…" Read More
"Montgomery Legal is hands down one of the most professional and detail-oriented law firms I have worked with. Their expertise in e…" Read More
"Montgomery legal is truly a one-stop-shop for high level people who want top shelf legal and accounting for either personal or bus…" Read More
"Zach is a pleasure to work with as we set up our estate planning documents with him. He's an expert with this stuff and his knowle…" Read More
"Zachary helped us get our LLC set up and was very responsive and helpful throughout the process! He was easy to reach and quickly…" Read More
"We have had an excellent experience working with Zach and his team. They are knowledgeable, professional, responsive, and always t…" Read More
"Montgomery Legal is hands down one of the most professional and detail-oriented law firms I have worked with. Their expertise in e…" Read More
"Montgomery legal is truly a one-stop-shop for high level people who want top shelf legal and accounting for either personal or bus…" Read More
"Zach is a pleasure to work with as we set up our estate planning documents with him. He's an expert with this stuff and his knowle…" Read More
"Zachary helped us get our LLC set up and was very responsive and helpful throughout the process! He was easy to reach and quickly…" Read More
From the Desk of Montgomery Legal
Passing On Without a Will in Texas
If you die without a will in Texas, state law determines who inherits property that passes through your probate estate. This is known as dying “intestate.” Instead of leaving written…
What Happens When an Executor Finds Financial Irregularities?
Serving as executor can become considerably more complicated when the estate’s financial records do not match what the executor expected to find. Unexplained withdrawals, missing accounts, questionable transfers, incomplete bookkeeping,…
Why Contract Drafting and Review Matters for Businesses
A business contract does more than document a deal. It defines responsibilities, allocates risk, establishes payment expectations, and provides a framework for what happens if the relationship does not go…
Can IRS Penalties Be Removed?
Receiving an IRS notice showing penalties on top of an existing tax balance can make an already difficult situation more expensive. The good news is that IRS penalty abatement may…
Answers Before You Reach Out
Where is Montgomery Legal located?+
Montgomery Legal is based at 2113 Long Park Ave, Prosper, TX 75078. Call (214) 833-6135 to discuss a consultation.
Does the firm serve clients outside Prosper?+
Yes. Montgomery Legal serves clients in Dallas–Fort Worth and across Texas. Nearby communities include Frisco, McKinney, Celina, Plano, Allen, and Denton. Contact the firm to discuss your matter and consultation arrangements.
What services does Montgomery Legal offer?+
Services include estate planning, business formation and structuring, business planning, outside counsel, business litigation, tax strategy and planning, tax preparation, tax resolution, forensic investigations, and real estate transactions.
Can I discuss both legal and tax questions?+
Zachary J. Montgomery is an attorney, CPA, and Certified Fraud Examiner. Contact the firm to discuss whether its legal and tax services are appropriate for your needs.
What should I prepare for a consultation?+
Start with a brief description of the service you need and your questions. Ask the firm which documents to prepare and how to share them before sending confidential or sensitive information.
Does contacting the firm create an attorney-client relationship?+
Contacting Montgomery Legal, requesting a consultation, or reading this website does not by itself create an attorney-client relationship. Representation requires agreement with the firm. Website information is general and is not legal or tax advice for your circumstances.
Discuss Your Legal and Tax Planning Needs
Book a consultation and get clear, integrated counsel on your taxes, your business, and your legacy from one trusted advisor.
Serving Clients Across Texas
Montgomery Legal is based in Prosper, serving families, individuals, and business owners in Dallas–Fort Worth and across Texas. Contact the firm to discuss your estate planning, business, tax, or forensic investigation needs.
Montgomery Legal2113 Long Park Ave
Prosper, TX 75078
(214) 833-6135
We serve these North Texas counties and the cities inside them, and we welcome clients statewide.
Request a ConsultationCollin County
Plano, Frisco, McKinney, Allen, Prosper, Celina, Wylie
Denton County
Denton, Lewisville, Flower Mound, Little Elm, The Colony, Highland Village, Argyle, Northlake, Aubrey
Dallas County
Dallas, Irving, Richardson, Garland, Mesquite, Carrollton
Tarrant County
Fort Worth, Arlington, Grapevine, Southlake, Keller, Bedford
Rockwall County
Rockwall, Heath, Fate, Royse City
Across Texas
Houston, Austin, San Antonio, and clients statewide