Business Details
6 Years
experience
Expert Tax Services in Temecula, CA
McCollum Tax & Financial Services is a full-service tax preparation firm dedicated to simplifying financial complexities for individuals and small businesses. Established in Temecula, California, we combine decades of expertise with personalized service to address unique tax and financial planning needs. Our team specializes in IRS tax problem resolution, virtual tax preparation, and tailored accounting solutions for small businesses and nonprofit organizations. With a focus on responsiveness and client education, we empower clients to make informed decisions while ensuring compliance with evolving tax regulations.Our commitment to accessibility and technological innovation ensures seamless collaboration, whether clients engage with us locally or remotely. Backed by a proven track record and a dedication to ethical practices, we prioritize transparency, reliability, and long-term client relationships. By staying current with tax law changes and leveraging secure digital tools, we deliver efficient, accurate, and client-centric financial services that adapt to modern demands.
Services
Tax Preparation
IRS Tax Problems
Non-Profit Organizations
Virtual Tax Prep
Accounting Services
Details
- Year established: 2020
Highlights and features
- We offer 20+ years of experience in IRS tax resolution and small business accounting.
- Our team provides personalized tax planning tailored to individual and business needs.
- We guarantee secure digital collaboration through our ADA-compliant online platform.
- Our Enrolled Agent designation ensures representation before the IRS with proven expertise.
- We deliver free initial consultations to address your specific tax challenges.
What people say
Expert IRS representation
Personalized solutions
Professional staff
Timely responses
Accurate filings
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our experts handle complex returns, deductions, and credits to maximize refunds while minimizing liabilities. With both in-person and virtual options, we offer flexible solutions tailored to your specific financial situation.
IRS Tax Problems
Our Enrolled Agent specializes in resolving IRS issues including audits, collections, and tax debt negotiations. We develop customized solutions for wage garnishments, lien releases, and installment agreements. With proven expertise in tax code compliance, we advocate for clients to achieve fair resolutions while protecting their financial interests.
Non-Profit Organizations
We offer specialized financial services for nonprofit organizations, including tax exemption applications, compliance reporting, and grant management. Our team understands the unique regulatory requirements for 501(c)(3) entities and provides tailored bookkeeping, payroll processing, and audit preparation to maintain organizational transparency and compliance.
Virtual Tax Preparation
Our secure digital platform enables remote tax preparation with encrypted document sharing and e-signature capabilities. Clients receive personalized guidance through video consultations while our system ensures accurate, timely filings. This service maintains the same rigorous standards as in-person preparation with added convenience for remote clients.
Accounting Services
We provide full-cycle accounting solutions including payroll processing, financial statement preparation, and QuickBooks support. Our services help small businesses maintain organized records, track cash flow, and generate actionable financial insights. With both monthly and as-needed options, we adapt to your business's operational requirements.
People
Lee McCollum
Enrolled Agent
Lee McCollum is a licensed Enrolled Agent with specialized expertise in tax resolution and small business accounting. With over two decades of experience, he provides strategic financial guidance while maintaining a client-focused approach to complex tax challenges.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll processing, QuickBooks support, and tax planning tailored to small business needs.
Can you help with IRS audit representation?
Yes, our Enrolled Agent offers full audit representation and develops strategic responses to IRS inquiries.
Do you offer virtual tax preparation?
Yes, we provide secure online tax filing with encrypted document sharing and video consultation options.
What sets your firm apart from other tax services?
Our combination of IRS representation credentials, personalized approach, and technology-driven convenience distinguishes our services.
How do you handle nonprofit organization tax needs?
We specialize in nonprofit compliance, including 990 filings, tax exemption applications, and grant reporting requirements.
What are your office hours?
We operate Monday-Friday 9-5 during tax season, with after-hours appointments available by request.
Reviews (2)
Chingo Bling
Dec 04, 2020
Report
Critical:Professionalism,Responsiveness,Value
Went to get my taxes done with him, had paid him in advance and haven't heard from him in MONTHS !
Went to get my taxes done with him, had paid him in advance and haven't heard from him in MONTHS !
L. M.
Dec 23, 2019
Report
If you want honesty, integrity and intelligence this is who you go to for taxes. Extremely knowledgeable. Just the best! So grateful!
