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Privacy Policy

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MONTGOMERY LEGAL · ESTABLISHED IN TEXAS · JD · CPA · CFE · M LEGAL
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Last updated: July 15, 2026

Montgomery Legal (“Montgomery Legal,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect when you visit mlegaltx.com or contact our firm, how we use it, and the choices you have. Montgomery Legal is a Texas based law and accounting practice led by Zachary J. Montgomery, JD, CPA, CFE, serving businesses, families, and individuals across Texas.

Information We Collect

Information you provide. When you complete our contact form, request a consultation, or book an appointment, we collect the information you choose to share, such as your name, email address, phone number, and any details you include about your legal or tax matter.

Information collected automatically. When you browse the site, we may automatically collect technical information such as your IP address, browser type, device information, pages viewed, and referring website. We collect this through cookies and similar technologies to keep the site secure and improve how it works.

How We Use Your Information

We use the information we collect to respond to your inquiries, schedule and prepare for consultations, provide and improve our legal and tax services, operate and secure the website, and meet our legal, regulatory, and professional obligations. We do not sell your personal information.

No Attorney Client Relationship

Submitting information through this website or contacting Montgomery Legal does not create an attorney client relationship. An engagement begins only after we have confirmed it in writing. Please do not send confidential, sensitive, or time sensitive information through the website or by email until an engagement has been established, because information shared before that point may not be protected as confidential.

Cookies and Analytics

We use cookies and analytics tools to understand how visitors use the site and to improve its performance. You can set your browser to refuse cookies or alert you when cookies are being sent, though some parts of the site may not function properly if you do.

Third Party Services

We rely on trusted third party providers to operate the site and our practice, including form and scheduling tools, appointment and client intake software, mapping and review services, website hosting, and analytics. These providers process information only as needed to provide their services and maintain their own privacy policies that govern their handling of your information.

How We Share Information

We share personal information only with service providers who help us operate our firm and website, when required by law, court order, or professional rules, or to protect the rights, property, or safety of Montgomery Legal, our clients, or others. We do not sell or rent your personal information to third parties.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we hold. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

Data Retention

We keep personal information for as long as needed to fulfill the purposes described in this policy, to provide our services, and to comply with our legal, tax, and professional recordkeeping obligations.

Your Choices

You may request to review, correct, or delete the personal information we hold about you, and you may opt out of non essential communications at any time. To make a request, contact us using the details below. We will respond consistent with applicable law and our professional obligations.

Children’s Privacy

This website is intended for adults and is not directed to children. We do not knowingly collect personal information from children.

Links to Other Websites

Our site may contain links to third party websites. We are not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Your continued use of the site after changes take effect means you accept the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact us at:

Montgomery Legal
PO Box 231
Prosper, Texas 75078
Phone: 214-432-6100

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