McCollum Tax and Financial Services

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

Risk Tolerance

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

College Funding

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

Cost of Retirement

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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