Zachary J. Montgomery JD, CPA, CFE

Attorney/CPA

Freeman Law, PLLC
Frisco, Texas, USA

Law Firm

Professional Summary

Zachary Montgomery is a dual-credentialed attorney and CPA. He is also a Certified Fraud Examiner and has gained diverse business and tax experience from Deloitte & Touche, PricewaterhouseCoopers, and Ernst & Young. He also serves on the Federal Tax Policy committee for the Texas Society of CPAs.

Mr. Montgomery practices in the area of federal and state tax litigation, white-collar defense, business and tax planning, and litigation. He has experience representing both businesses and individuals in federal tax controversies, including appeals, examinations, penalty abatement and collection matters. He has also represented taxpayers—from small organizations to Fortune 500 companies—with Texas franchise tax refund claims, audits, penalty abatement, and corporate structuring.

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Languages

  • English

Website

Freeman Law

Social Media

Experience

Freeman Law, PLLC
Frisco, Texas, USA 75034
Attorney/CPA
Law Firm
Practice in areas of federal and state tax litigation, white-collar defense, business and tax planning, and litigation. Experienced in representing both businesses and individuals in federal tax controversies, including appeals, examinations, penalty abatement and collection matters. Also represented taxpayers—from small organizations to Fortune 500 companies—with Texas franchise tax refund claims, audits, penalty abatement, and corporate structuring.

Education

JD, Corporate And Tax Law
University of Virginia School of Law
Charlottesville, Virginia, United States
Editorial Board Of Virginia Law Review
MS, Management Information Systems
Texas A&M University, College Station
College Station, Texas, United States
BBA, Accounting And Business Honors
Texas A&M University, College Station
College Station, Texas, United States

Professional Certifications

Certified Public Accountant (CPA)
Active
Certified Fraud Examiner (CFE)
Active

Bar Admissions

Texas Bar
Active

Court Admissions

  • Texas
  • United States Tax Court
  • Texas Eastern District Court

Associations and Societies

  • Texas Society of CPAs (TSCPA Federal Tax Policy Committee)
  • AICPA

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