McCollum Tax and Financial Services
Tax preparation service, Tax consultant in Temecula, CA
- Address
- 41800 Enterprise Cir S g, Temecula, CA, 92590
- Phone
- (951) 719-3840 ext. 102
- Website
- ldmccollum.com
About McCollum Tax and Financial Services
McCollum Tax and Financial Services is a Temecula tax and accounting practice led by Lee McCollum, an IRS Enrolled Agent, offering individual tax preparation alongside small business bookkeeping, payroll processing, and year-round financial advisory services. As an Enrolled Agent, McCollum holds federal authorization to represent clients directly before the IRS, a credential particularly valuable for the firm's IRS tax problem resolution services, where clients dealing with audits, back taxes, or collection issues need someone empowered to negotiate on their behalf. The firm's tax preparation and planning work extends beyond a once-a-year filing transaction, with ongoing advisory support designed to help clients make tax-smart decisions throughout the year rather than only reacting each spring. For small business clients, the practice handles bookkeeping and payroll processing, giving owners a single provider for both their personal returns and their company's financial operations. Recognizing that clients have different comfort levels and schedules, the firm offers multiple ways to work together: traditional in-office appointments, a drop-off service for those who prefer not to sit through a meeting, and Zoom consultations for remote clients, supported by a secure cloud-based document upload system. Saturday hours extend accessibility beyond the standard workweek. Founded in 2006 after the owner gained experience at a large national tax preparation chain, McCollum Tax and Financial Services has built a locally owned alternative in Temecula focused on personalized, credentialed tax expertise.
Lee McCollum founded McCollum Tax and Financial Services in 2006 in Temecula after first spending several years learning the tax preparation business at a major national chain. That experience provided a foundation in high-volume tax preparation before McCollum struck out to build an independent, more personalized practice. As an Enrolled Agent, McCollum earned federal authorization to represent clients before the IRS, a credential that has shaped the firm's growth into IRS tax problem assistance alongside standard preparation work. Since 2006, the practice has expanded services to include bookkeeping, payroll processing, and year-round tax planning advisory work, moving well beyond the seasonal, transaction-based model typical of the chain preparers where the firm's founder got their start. Nearly two decades of independent operation in Temecula has let the firm build a loyal client base drawn to Lee McCollum's Enrolled Agent credential and hands-on, advisory-style approach to tax and financial services.
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