Matthew Montgomery

Matthew Montgomery

Attorney at Law

Cincinnati
Ohio
Licensed in
OH
University of Cincinnati College of Law
5.0 5
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
About
Matt is both a CPA and and Attorney licensed in the state of Ohio. His practice areas included business law, taxation and business litigation. Matt's prior experience includes acting as general counsel for family businesses on contractual and human resource related matters as well as litigating business disputes. Matt's sophisticated tax practice involves federal and state taxation, includes counseling start-up clients on choice of entity through succession planning and handling complex tax matters involving corporate, partnership, payroll, sales and other forms of taxation with the IRS and state and local governments.
20
Years
experience
A few hours
Response Time
Contact Matthew

Practice Areas

Main Areas of Focus
Tax
Tax
  • Tax Audit
  • Tax Filings
  • Tax Lien
  • Tax Penalties
  • Tax Planning
  • Other Tax Matter
Commercial Contracts
Commercial Contracts
  • Affiliate Agreement
  • Business Consulting Agreement
  • Distribution Agreement
  • Equipment Lease
  • Licensing Agreement
  • Lien
  • Loan Agreement
  • Manufacturing Agreement
  • Marketing Agreement
  • Non-Disclosure Agreement (Commercial)
  • Privacy Policy
  • Profit Share Agreement
  • Publishing Agreement
  • Release of Liability
  • SaaS Agreement
  • Sales Agreement
  • Service Agreement
  • Terms of Service
  • User Agreement
  • Other Commercial Contract Matter
Non-Profit
Non-Profit
  • 501(c) or 501(c)3 Compliance
  • Non-Profit Formation
  • Non-Profit Fundraising
  • Other Non-Profit Matter
Other Practice Areas
Business Formation & Structure
Business Formation & Structure
  • Advisory Agreement
  • Business Licenses & Industry Regulations
  • Buyout Agreement
  • Bylaws
  • Corporate Dissolution
  • Corporate Formation
  • Corporate Restructure
  • Delaware Incorporation
  • Founders Agreement
  • Franchise Agreement
  • Franchise Disclosure Document
  • Franchise Formation
  • Joint Venture Formation
  • LLC
  • Operating Agreement
  • Partnership Formation
  • Shareholder Agreement
  • Other Business Formation Matter
Labor & Employment
Labor & Employment
  • Benefits & Compensation
  • Contractor Agreement
  • Contractor Termination
  • Employee Handbook
  • Employee Stock Option Plan
  • Employee Termination
  • Employment Agreement
  • Employment Policies & Procedures
  • Equity Compensation
  • Intellectual Property Assignment Agreement
  • Labor Litigation
  • Non-Compete Agreement
  • Non-Disclosure Agreement (Employment)
  • Severance Agreement
  • Worker's Compensation Claims
  • Workplace Harassment & Discrimination Claims
  • Other Labor & Employment Matter
Lawsuits & Disputes
Lawsuits & Disputes
  • Appellate Litigation
  • Breach of Contract
  • Cease & Desist Letter
  • Demand Letter
  • Mediation
  • Product Liability
  • Settlement Agreement
  • Other Lawsuits & Disputes Matter
Mergers & Acquisitions
Mergers & Acquisitions
  • Asset Purchase
  • Asset Purchase Agreement
  • Merger
  • Reverse Merger
  • Spin-offs
  • Stock Purchase
  • Other Mergers & Acquisitions Matter
Outside General Counsel
Outside General Counsel
  • Outside General Counsel
Real Estate
Real Estate
  • Real Estate Litigation

Client Reviews

5.0
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"Matt assisted with getting our company off the ground from incorporation to filing our first tax return. He is a CPA and attorney that really understands business. I would recommend him to anyone seeking to establish a new business."

Business Start-up
Non-UpCounsel Client
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"Matt represented our company before the IRS related to notices received for unpaid taxes and penalties. Matt was very knowledgeable and explained the IRS process and our options. In the end, Matt's representation helped us through a very difficult time."

Tax representation
Non-UpCounsel Client

Work History

Big 4 Tax Consulting

Tax Consulting

Sep 2008 - Jun 2016

Providing insightful and thorough tax and wealth planning services to private companies and their owners, and affluent individuals and families. Delivering high quality, forward thinking income, estate and gift tax consulting and compliance services designed to minimize cash outlay, maximize desired wealth transfer and manage the changing tax landscape.

Sep 2008 - Jun 2016

Huddleson & Montgomery, LPA

Attorney

May 2000 - Aug 2008

Focused legal and advisory services to private companies and their owners in the Greater Cincinnati Area; Experienced in guiding business and their owners through creation, maturation and succession by handling the moments that matter in conflict, partnership building and wealth and succession planning.

May 2000 - Aug 2008

Big 4 Tax Consulting

Tax Consulting

Aug 1998 - Apr 2000

Tax and business consulting for privately held partnerships, limited liability companies and corporations.

Aug 1998 - Apr 2000

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