Attention Business Owners and Investors...
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Services
As a Small Business Owner, you must have a tax strategy to grow and protect your wealth. Capital Advisory Group works with you to develop the best approach to keeping your money where it belongs—in your business.
What others are saying…
Dedicated To My Goals
We’ve been working with Jeff Zufall at Capital Advisory Group for over 10 years because they are knowledgeable and respectful and take the time to explain their recommendations. Jeff listens to us and takes the time to understand our goals for the future.
Very Personable, Very Professional
Very personable, very professional! Jeff Zufall took his time to know me. I am not fond of financial guys; Jeff is the first financial advisor that I felt placed my needs over his own. He focuses on the tax strategies that benefit me- I really like that! I have been working with Jeff and Capital Advisory Group, Inc. since 2013; honest – does a good job- quick response- and excellent tax advice.
Values My Time
I have been working with Capital Advisory Group for over 8 years. Jeff Zufall and his team are thorough and detail-oriented. Jeff takes his time to explain the tax strategies, helping me reach my goals and make my life easier. He truly values my time.
Expert Tax Strategist
In 2006, we adopted a child, and we heard there was a one-time tax credit available. The tax advisor we were working with at the time was unfamiliar with the credit. We spoke with Jeff and found he was very knowledgeable about this credit. Working with Jeff and his team over the years, they helped introduce tax savings strategies that saved us thousands of dollars.