For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Notary Services

Whether you’re refinancing your home or participating in any number of legal processes that require legitimization of paperwork, we have an in-house, licensed public notary that can help you.

How To Hire An Intern For The Summer For Your Metro Atlanta Business

Key TakeawaysPaid summer interns must be classified as W-2 temporary employees rather than 1099 independent contractors because they operate under your direct supervision. To legally hire an unpaid intern, your program must pass the strict DOL "Primary...

Why Tariff Refund Claims Get Delayed for Metro Atlanta Small Business Owners

*This guidance is based on CBP’s April 2026 CAPE/IEEPA refund guidance, current ACH refund enrollment rules, and general federal tax recovery principles as of May 15, 2026. Your facts may require coordination with your customs broker, trade counsel, and tax...

How To File A Tariff Refund Claim for Your Metro Atlanta Business

Key TakeawaysAs of April 20, 2026, the Consolidated Administration and Processing of Entries (CAPE) tool is the exclusive electronic system for reclaiming IEEPA tariff duty payments. Importers must have an active ACE Secure Data Portal account and an authorized...

Does the Tariff Refund Process Apply to My Metro Atlanta Business?

Key TakeawaysOnly the Importer of Record (IOR) or an authorized customs broker can claim a refund. If a carrier like UPS or FedEx is the IOR, you must coordinate with them rather than filing directly with the CBP. Refunds are exclusively for IEEPA-related tariffs...

The 2026 Business Mileage Rate vs The Standard Expense Method For Your Metro Atlanta Business Vehicles

Key TakeawaysThe IRS business rate for 2026 is 72.5 cents per mile, a 2.5-cent increase from the previous year. To keep your options open, you must choose the standard mileage method in the first year your vehicle is used for business. If you start with actual...

Common Bookkeeping Mistakes That Make Tax Filing Harder For Metro Atlanta Business Owners

Key Takeaways Missing documentation shifts the burden of proof to you. Without a receipt or digital log, the IRS can legally disallow business deductions, resulting in higher taxable income and unexpected penalties.Commingling personal and business funds is a...

Remote vs In Person Work Setup for Metro Atlanta Employers

Key TakeawaysRemote work can lower overhead, expand your hiring pool, and improve flexibility. But it can also create multi-state tax and payroll compliance issues. In-person work can improve training, supervision, and team cohesion, but it often comes with...

How Long Can Employers Keep Employee Records? A Record Retention Guide for Metro Atlanta Small Business Owners

Key TakeawaysHow long you keep a document depends on what it is, which law applies, and sometimes your state’s rules as well. A practical baseline is to keep general personnel records for at least two years, payroll tax records at least four years, benefits...

Customer Relationship Management Tools List For Metro Atlanta Small Business Owners

Key TakeawaysA CRM (Customer Relationship Management) tool centralizes leads, customer communication, and deal tracking in one platform. Most small businesses need a CRM when manual tracking leads to missed follow-ups or a lack of visibility into sales...

The Best Time Management Software for Your Metro Atlanta Small Business

Key TakeawaysEffective time management is about implementing scalable systems that reduce administrative friction, not micromanaging employees. Most businesses struggle in one of three specific areas: project management, time tracking, or scheduling. Avoid...

How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year! Our tax services can help solve that.

Let Us Help:

Customer Stories

Working with Causey-Streeter has been a huge help to our organization. They were able to help us with our tax planning and forecasting, allowing us to move forward making decisions with confidence.

Loud Crowd Studios

Justin is an incredibly dedicated and skilled individual who excels in multiple aspects of his financial advisory services. He has greatly enhanced the financial health of our family and increased our investments well beyond the expected return on investment we had. He is adept at evaluating situations thoroughly, using his extensive knowledge to understand the needs of our family Justin excels at communicating advice and guidance clearly and effectively, ensuring everyone involved understands the situation and the recommended steps.

He works well with all family members, understanding their concerns and working collaboratively to reach a consensus. Justin shows a strong passion for his work, often going beyond what is expected to ensure project success. By identifying next steps and action items, Justin ensures that commitments are met and progress is maintained. Justin's ability to understand our questions and explain the details helps in communicating effectively with our family His passion, creativity, and diligence drive him to deliver solutions and address questions efficiently. Overall, Justin's combination of knowledge, skills, and dedication makes them an invaluable asset to any team or project.

Clint Smith

Justin Streeter and his team at Causey Streeter are just amazing. We’ve been working with them for over 4 years and they have been so patient as we’ve figured out life converting from “W2 world” to being a contractor. My husband and I had no clue where to start and he’s walked us through how to set up our book keeping, tracking deductions, setting up quarterly estimated payments, and more. We are most grateful for their patience and kindness- I was really anxious about what taxes would look like after this transition and they’ve been able to provide peace of mind when I’ve most needed it.

Heather Winner

Justin Streeter and his team are the best! Always professional and helpful with any concerns or questions I have.

Imogene Hart