Law, Tax & Forensics one counsel.

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

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.

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

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)

Zach's experience across tax, estate, and business law is illustrated by a history of handling complex matters, including the following representative engagements.

• Outside Counsel and CFO Services: Provided extensive business planning services, helping clients set objectives, formulate strategies, and develop actionable plans to establish, operate, and grow their businesses, addressing market analysis, financial projections, risk management, and succession planning.
• Tax Planning: Advised clients on the tax effects and structuring of domestic and international business transactions, including formations, acquisitions, dispositions, mergers, and reorganizations.
• Trust and Estate Planning: Created and drafted robust estate plans for high net worth families involving complex trusts.
• Real Estate Transactions: Represented lessors and lessees in negotiating commercial lease agreements in the Texas market.
• Estate Planning: Guided clients through the estate planning process, creating comprehensive plans to protect assets, minimize tax liabilities, and ensure the smooth distribution of wealth.
• Trust Forensic Investigation: Investigated and analyzed a family trust, uncovering an estimated $2 million in lost assets and returns on investment.
• IRS Tax Penalty Representation: Obtained abatement of failure to file, failure to pay, and failure to make estimated tax penalties totaling more than $200,000.
• IRS Trust Fund Recovery Penalty Representation: Obtained full abatement or waiver of trust fund recovery penalties for clients.
• IRS International Penalty Representation: Obtained full abatement or waiver of federal tax penalties, including international reporting penalties such as Forms 5471, 5472, 3520, 3520-A, 8938, and FBAR.
• Innocent Spouse Relief: Represented innocent spouses in obtaining full relief under I.R.C. section 6015.
• Collection Due Process Hearings and Litigation: Represented clients in CDP matters before the IRS Independent Office of Appeals and the United States Tax Court.
• Criminal Tax Investigation and Non Prosecution: Represented a client in a criminal tax investigation by IRS Criminal Investigation involving alleged income tax evasion, obtaining agreement from IRS CID not to seek prosecution.
• IRS Streamlined Filing Compliance Procedures: Represented clients in successful submissions under the IRS Streamlined Filing Compliance Procedures.
• Offshore Voluntary Disclosure: Represented clients on unfiled return matters, including Offshore Voluntary Disclosure Program submissions and other IRS voluntary disclosure programs.
• IRS Collection Alternatives: Counseled clients on collection alternatives such as offers in compromise, significantly reducing or eliminating tax debts.
• State Tax Audit Representation: Represented companies in sales tax audits, obtaining no change audit results.

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

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

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