McCollum Tax and Financial

Lee D. McCollum, III Financial Advisor, Registered Tax Preparer

Thank you for visiting McCollum Tax and Financial Services.  We treat you like family, and promise to give you our best service at a fair price.

Click Here to Set Your Appointment Online.   Also See Our Up Front Pricing For Your Tax Return.

We provide Professional Tax Services to the Temecula Valley with a money back guarantee if you are not satisfied with our service.  E-File is free with every return (Federal and State). Be sure to print a $25 off coupon by clicking on the link.

As part of your tax preparation service, we will discuss a plan to reduce your tax burden, as well as plan for your financial future.  Please use this website to educate yourself on Financial and Tax planning.  And as always, please call us if your have any questions.

In 10 minutes or less you can learn about the 4 obstacles that stand in the way of pursuing your financial goals, and the 6 key areas of your Personal Finances.  Please click  on E-Seminars or  Financial Management. If you have time, review the other E-Seminars on Retirement, Estate Planning and Long Term Care.  These seminars are also 10 minutes or less.

Temecula Valley Chamber of Commerce Nominee for Citizen of the Year 2007. 

                          
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

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