PERSONAL SERVICES

Controlling your income and how you spend is a time-consuming and tedious task, yet plays a crucial part in knowing where your money is going and how to create an effective budget in order to meet your
individual or small business financial goals.

 Let Custom Fit show you how all this is possible. 
 Call us today, and let us help you with:

Budgeting

Budgets must be uniquely taylored for each individual to maximize spending capacity. Are you trying to save up for a large purchase or investment? Do you wish you could pay off your credit cards within a specific time frame? As part of our services, we will sit down with you to look at past expenses and analyze certain spending trends which show how and where your money is being spent. Step-by-step, we work with you to determine where appropriate changes can be made to develop a realistic budget which will enable you to meet both short and long-term financial goals.

Tax Returns

Tax season is the most dreadful time of the year for many individuals and Small Businesses. We can do this for you, completely taking it off your hands, or create a system taylored just for you so that tax time will be a breeze. Our staff is up-to-date on tax laws and knows all the nitty-gritty details entailed within so that you get every deduction possible and your chances of an audit become significantly reduced. Whether your current, in arrears, or in the process of being audited, we can help.

Retirement Planning

It is never too late or too early to begin saving and preparing for your future. With all of the options available for retirement planning, how do you know which is best for you? At Custom Fit, we are certified professionals and partnered with investment brokers, bringing you the highest level of knowledge and experience. We will develop the best plan to meet your own needs or that of your small business and happily work with your own investment broker if you already have one.