Easy as 1-2-3
We will schedule a phone call with you to discuss your needs and see if we are a good fit.
During our appointment we will do a deep dive into your taxes and develop a strategic plan moving forward so you do not pay more then what you leaglly have to.
Once we have had a strategy tax session we will help you implement the plan we laid out helping you save your hard earned money.
What our clients have to say
Dedicated To My Goals
We’ve been working with John and Jeff Zufall at Capital Advisory Group, Inc. for over 10 years because they are knowledgeable, respectful and take the time to explain their recommendations. Jeff really listens to us and takes the time to understand our goals for the future.
Michael and Joanne Parker
Values My Time
I have been working with Capital Advisory Group, Inc. for over 8 years. Jeff Zufall and his team are thorough and detailed oriented. Jeff takes the time to explain the tax strategies, helping me reach my goals and make my life easier. He truly values my time.
Very personable, very professional! Jeff Zufall took the time to know me. I am not fond of financial guys, Jeff is the first financial advisor that I felt placed my needs ahead of his own. He focuses on the tax strategies that benefit me - I really like that! I have been working with Jeff Zufall and Capital Advisory Group, Inc. since 2013; honest – does a good job- quick response – excellent tax advice.
Expert Tax Strategist
In 2006 we adopted a child and we’d 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 that he was very knowledgeable about this tax credit. Working with Jeff and his team over the years they helped introduce tax savings strategies that have saved us thousands of dollars.
Chris and Jim V.
Think of how much you could save next year.
Give us a call (636) 394-5524
Business Hours: Monday - Friday 9-5