Attention Business Owners and Investors…
Claim your copy of our new book and Discover how the New Tax Law works to save you and your business thousands of dollars!
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How to eliminate self-employment taxes entirely and keep that money in your pocket.
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How the new tax law makes choice of business entity more important than ever.
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How to legally write-off your kids braces as a business expense… and more!
Tax Strategy
We will work together on your financials to strategically plan for your future. A basic business fundamental is to maximize money coming in and minimize money going out. The easiest way to increase profit is by not spending it unnecessarily.
Tax Planning
The goal of tax planning is to arrange your financial strategy so you can minimize your taxes. During our planning process, we will identify ways to reduce your tax liability.
Tax Preperation
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Discover…
Easy as 1-2-3
01
Discover
We will schedule a phone call with you to discuss your needs and see if we are a good fit.
02
Plan
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.
03
Impliment
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
I’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 me and takes the time to understand my 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.
Tom Quatmann
Very Personable,
Very Professional
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.
John M.
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
Schedule Here