Lee D. McCollum III, EA

Enrolled Agents (EA) are America's Tax Experts
Get your Taxes prepared during the COVID-19 Pandemic.
Drop off your tax documents - No need to wait.
Contact us to arrange a drop off of your documents. We will prepare your tax return and contact you when ready for pick-up.
We also offer a secure document upload service from your computer. Upload your tax documents to our office through our secure cloud based file system. Your tax return will be prepared and uploaded to a secure folder for your review.
We will also review your tax return with you through a phone or video appointment.
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 specialize in Individual, Small Business, Corporation and Non-Profit tax preparation. Let us do the research and work to get you the highest deduction and maximum refund.
Tax Problems? We can help! As an EA, Mr. McCollum is enrolled to represent taxpayers before the Internal Revenue Service. Lee is also a Fellow of the prestigious National Tax Practice Institute.
Tax services should include an active ongoing plan to keep your tax burden low, and more of your hard earned money in your pocket. This plan must be revised as your career and family life change. We take time during your tax appointment to plan for your tax and 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.
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Newsletters
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.