McCOLLUM TAX AND FINANCIAL SERVICES |
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Tax LibraryWelcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.
This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. 
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*IMPORTANT NOTE: Lee McCollum is a registered representative registered to transact business with clients in California. Lee McCollum is insurance licensed in the following states, California. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, non-bank subsidiaries of Wells Fargo & Company
Investments & Insurance Products:
• Are not insured by the FDIC or any federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose Value
McCollum Tax and Financial is not a registered broker/dealer or independent investment advisory firm.