Meet Lee D. McCollum, III

Passion, Commitment, Honesty, Integrity, and Trust are key attributes that a prospective client should look for in their Tax and Financial representative. Lee D. McCollum III, EA is dedicated to being your Tax and Financial Partner.   

Lee is an Enrolled Agent and has been admitted to represent taxpayers before the Internal Revenue Service. Lee is also a Fellow of the prestigious National Tax Practice Institute.

Lee graduated from San Diego State University in 1997 with a Bachelors of Science Degree in Accounting. His love of accounting and his desire to build a career that would help people make sound financial decisions led him to specialize in Tax and Investments*. Lee has been a licensed Registered Representative for 20 years and has been been preparing taxes professionally for 11 years. He wants to join your team and be your financial partner with a commitment to your dreams, plans and goals.  Contact Lee today for a complimentary consultation or if you prefer, a friendly cup of coffee. 

 

*These services are offered by Lee McCollum through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.