McCollum Tax & Financial Services
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Upload your documents into a secure folder: We 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 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.
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Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. Emphasis on Ethics - Enrolled Agent's principal focus is honest, intelligent and ethical representation of taxpayers before the governmental agencies.
I was lost is the tax world and mr mc collum took the time to figure out my mess and get me back on track can't thank him enough! Lee was excellent! Not only did he provide us with detailed information about our current financial situation and our taxes, he helped us to understand how to prepare ourselves for possible changes in our finances.
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.
Tax Problems with the IRS? We will help you resolve these issues by representing you in front of the IRS. Levies, Garnishments, Installment Agreements, Penalty Abatement and Offer & Compromises (OIC) are just a few examples of how we help our clients.

Lee provides you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.Most people who retire today will live at least 20 years after they stop working. Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire.
What is the total balance owed on your credit cards or outstanding loans? What is your debt to equity ratio? Take a quick financial snapshot by subtracting your assets from your liabilities (debt). If your debt is more than your assets, Financial Boot camp can help you get out of debt.

Through Financial Boot camp for Debt Free Living, we create a plan to eliminate your debt over a period of time and begin investing the increased cash flow to build wealth.We schedule monthly meeting to discuss your progress and keep you on track and ask you to commit to investing to create debt.
Reviews (3)
Chingo Bling
Chingo Bling
Dec 04, 2020
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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 !
L. M.
L. M.
Dec 23, 2019
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If you want honesty, integrity and intelligence this is who you go to for taxes. Extremely knowledgeable. Just the best! So grateful!
Liana McNulty
Liana McNulty
Jun 26, 2014
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We've been going to him for years! He's fast accurate and makes you feel !00% comfortable.