Montgomery Legal is a Texas-based law firm specializing in federal tax law, business planning, and estate planning, distinguished by its unique integration of legal and accounting expertise under the guidance of Zachary J. Montgomery, JD, CPA, CFE. The firm stands out for its commitment to Christian values, offering clients honest, integrity-driven counsel and diligent stewardship in all legal and financial matters.
Operating with a foundation of faith and transparency, the firm provides tailored strategies to address clients’ specific circumstances, goals, and values. It serves individuals, families, and business owners seeking to minimize tax liabilities, protect assets, and secure legacies. With fixed-fee arrangements for many services and a focus on clear communication, Montgomery Legal ensures clients receive predictable pricing and personalized attention without hidden costs.
Services Offered
- Federal tax planning and preparation
- Estate planning, including wills and trusts
- Business planning and entity formation
- Contract drafting and partnership agreements
- Forensic investigations
- Powers of attorney
- Tax identity theft resolution
- Strategic tax-saving analysis
Montgomery Legal serves clients throughout Texas, with offices in Plano, Dallas (Preston Hollow and Uptown), and Prosper. The firm is equipped to assist both individuals and businesses, offering services in English and maintaining a client-centered approach that prioritizes family security and legacy building.
