Select an area to jump to details, or book a consultation to map the right path for your situation.
Planning all year that lowers federal tax liability through entity structure, timing, deductions, and long range strateg...
DetailsAccurate, carefully documented preparation of federal returns for individuals and businesses, informed by the same strat...
DetailsExperienced representation in IRS audits, appeals, collections, and disputes, handled by counsel who can argue the law a...
DetailsEntity selection and formation, governance, operating and shareholder agreements, contracts, and succession planning tha...
DetailsWills, trusts, powers of attorney, and complete legacy plans that protect your family, reduce tax exposure, and carry ou...
DetailsSenior legal and tax guidance available when companies need it, without the overhead of an internal legal department....
DetailsCertified Fraud Examiner experience applied to fraud detection, financial investigations, and litigation support when th...
DetailsDrafting and review of purchase, sale, lease, and transfer agreements to keep your interests protected and your closing ...
DetailsDisciplined advocacy in contract, ownership, and commercial disputes, with financial fluency strengthening every positio...
Details
Planning all year that lowers federal tax liability through entity structure, timing, deductions, and long range strategy, designed by an attorney who is also a CPA so the legal and tax pictures stay aligned.
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Accurate, carefully documented preparation of federal returns for individuals and businesses, informed by the same strategy that drives the rest of your year.
Discuss this matter
Experienced representation in IRS audits, appeals, collections, and disputes, handled by counsel who can argue the law and command the numbers.
Discuss this matter
Entity selection and formation, governance, operating and shareholder agreements, contracts, and succession planning that protect owners and position the company to grow.
Discuss this matter
Wills, trusts, powers of attorney, and complete legacy plans that protect your family, reduce tax exposure, and carry out your wishes with clarity.
Discuss this matter
Senior legal and tax guidance available when companies need it, without the overhead of an internal legal department.
Discuss this matter
Certified Fraud Examiner experience applied to fraud detection, financial investigations, and litigation support when the numbers need to be examined closely.
Discuss this matter
Drafting and review of purchase, sale, lease, and transfer agreements to keep your interests protected and your closing clean.
Discuss this matter
Disciplined advocacy in contract, ownership, and commercial disputes, with financial fluency strengthening every position we take.
Discuss this matterBook a consultation and get clear, integrated counsel on your taxes, your business, and your legacy from one trusted advisor.
Montgomery Legal is based in the Dallas and Fort Worth area and represents businesses and families throughout Texas. With secure virtual consultations and remote document handling, we work with clients all over the state.
We regularly serve these North Texas counties and the cities inside them, and we welcome clients statewide.
Book NowPlano, Frisco, McKinney, Allen, Prosper, Celina, Wylie
Denton, Lewisville, Flower Mound, Little Elm, The Colony, Highland Village
Dallas, Irving, Richardson, Garland, Mesquite, Carrollton
Fort Worth, Arlington, Grapevine, Southlake, Keller, Bedford
Rockwall, Heath, Fate, Royse City
Houston, Austin, San Antonio, and clients statewide
