Capital Advisory Group June 2019

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119 Old State Rd., Ellisville, MO 63021 CapitalAdvisoryGrp.com

JUNE 2019

Whew! That was the sound of the last tax return being filed at our office. Pat yourself on the back now that you’re done with your 2018 taxes! Doesn’t that feel good? And to all of you who joined us for shred day, give yourself another pat for getting rid of outdated documents and making space for the good things to come in 2019. Some of you may have caught us on the local radio recently. We had the pleasure of speaking with Jennifer and Jay on The Talk of St. Louis, Big 550 KTRS. We shared with listeners what we do here at Capital Advisory, and we had a blast with those two. If you listen to the program, you know how fun “The Jennifer and Jay Show” is.Thanks to the show, we connected with even more people in St. Louis who were seeking help with their taxes. It was awesome to get those folks in a good spot right before tax season and do what we’re best at: making people’s lives easier through tax preparation and planning. In that vein, we’d like to express our thanks to all of you.Thank you for allowing us to take care of your tax needs. It’s our pleasure to help you through this process, so you can feel confident that once you pass everything Making Way for 2019 THE BIG PICTURE

over to us, your taxes are taken care of. We love making taxes easy for you! We really enjoyed working with you to maximize your 2018 returns. Now that 2018 taxes are behind you, we’d love to work with you to maximize your tax strategy for 2019.There is still time to make the most of your taxes for this year, and we’ll help you do it. In 2019, we encourage everyone to look at the big picture in regard to their taxes. Tax season may be the window of time you reserve for compiling and filing taxes, but tax strategy is a seasonless endeavor. If you make time to strategize year-round, you will find tax season to be easier, more efficient, and more fun because you will maximize every

area of your life to benefit yourself next April. From itemizing your deductions to categorizing spending from your business, careful planning in the months after tax season — with our help, of course — will go a long way toward helping you keep more of what’s yours. Isn’t that what we all want? Together, let’s start planning and maximizing your returns for 2019. We’re ready for you! -Jeff and John Zufall P.S. You might just catch Capital Advisory on the Big 550 from time to time if you tune in.Thanks for listening!

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