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The entrepreneur Richard Branson is quoted as saying “every success story is a tale of constant adaption, revision, and change.” And so, it is in this spirit of optimism, growth, and excitement that we announce the merger of our two firms – Private Client Tax Solutions, LLC and Wendell Causey, CPA, PC – into Causey Streeter, CPAs on Wednesday, September 29.
Over the past year, we have worked diligently to ensure that this merger will result in key benefits to
all our clients, and we are thrilled to share some of these details with you now.
A bit about Wendell Causey: Wendell has over 43 years of professional experience in tax, accounting,
auditing, and consulting for families as well as businesses. Wendell has assisted with tax and audit
for some of the world’s largest “big eight CPAs” but also enjoys crafting customized accounting
solutions for his personal clients. In addition to traditional tax services, Wendell offers bookkeeping
support, part-time CFO services and tax resolution assistance for IRS matters.
Wendell’s team includes Senior Manager Christine herself a CPA, Senior Accountant Stephen, and
Senior Administrative Assistant Christy, all of whom will continue to be part of the new Causey
Streeter, CPAs practice.
A bit about Justin Streeter: Justin Streeter is a Certified Public Account with 24 years of professional
accounting expertise with both businesses and families. In addition to being a tax professional,
Justin owns and operates a successful Private Wealth Advisory practice with Ameriprise Financial,
offering financial planning, insurance, and investment management. Justin’s deep bench of
knowledge can help all his clients, regardless of need or life stage and he enjoys being their “go to”
financial quarterback. This is because Justin not only understands the investment world, but also the
tax ramifications that come along with it. He is always thinking about the tax alpha and how it will
impact your goals. Justin is grounded by his deep faith and believes that one of the greatest gifts
you can give to the world is helping people live up to their potential.
Justin’s team includes his wife Leigh, who serves as operations manager for his Private Client Tax
Solutions practice, as well as Amber, and Heather who focus their attention on his financial planning
practice – KeepWatch Financial.
In addition to merging our two practices, we will also be merging office locations. Our new, combined
office will be moving to the Alpharetta area in late April 2022 and will be a central location for all
your tax and financial planning needs. We look forward to announcing our new address soon and
then welcoming you into our new home following the 2022 Spring tax season.
As always, we are resolved to providing a high level of customer service and stand ready to help you
at any time. Our goal is to ensure that you feel confident in your financial future through our in-depth
analytics and focused, forward-thinking tax planning. If you have any questions, please don’t
hesitate to call us at (678) 831-4539 (for Justin) or at (470) 309-2741 (for Wendell). Thank you in
advance for the continued confidence you place in us and for the opportunity to serve you and your
family.
