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.

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 $10 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

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

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