McCollum Tax and Financial Services

4.3(11 reviews)Temecula, California
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By Appointment only May 1 through January 30. McCollum Tax and Financial Services serves our clients with tax preparation, tax consulting and tax problem resolution. We treat you like family. Our practice is known for one to one service with our clients. We prepare your tax return, then review the results with suggestions on how to reduce your taxes and increase your refunds. Clients call year round when they have questions on the tax effects of purchasing or selling homes, changing jobs or taking distributions from their retirement accounts. Your taxes done right at a fair price.

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41800 Enterprise Cir S g, Temecula, CA 92590, United States

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Reviews

4.3(11 reviews)
Amin P
Feb 7, 2024on
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I have been working with Mr McCollum for several years, and I can't imagine filing my taxes without him! He is incredibly knowledgeable, professional, and thorough. His attention to detail is impressive, and he is always available to answer my questions. I trust him completely with my taxes. I highly recommend him to anyone looking for exceptional tax preparation services.

Neici Crump
Jan 2, 2024on
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This was the 2nd time we’ve used McCollum tax services for our taxes. 1st year filed no issues, 2022 taxes were never filed after 2 rejected attempts. I had called the irs for another issue when I was informed my 2022 taxes were not filed for an INCORRECT DOB!! I tried numerous times to reach out, I left voicemails and emails w/no type of response what so ever. Ended up having someone else file them on an emergency basis and got my problem resolved in a very timely manner. I was really upset and disappointed by the lack of communication on something that was so simple and could have been verified so easily on his part.

desertcamel357
Nov 7, 2023on
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Excellent place to do your taxes if you in a jam.

Cipriano Armijo
Nov 7, 2023on
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Theresa Wells
Oct 12, 2023on
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Answered all my questions and addressed concerns I had about my taxes. Educated me in some business tax information I’ll need to have handy in the near future.

MELISSA GASCO
Jul 29, 2023on
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Mr. McCollum Is extremely wise, experienced and patient. He is trust worthy and took the time to help me understand my tax needs. I have major tax problems going back 10 years prior to him and have sought help from others but no one has been able to guide me through the process. He is amazing! I am forever appreciative of him.

Debra Grissom
Jun 28, 2023on
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Excellent customer service and professional. Provided expert knowledge on business Taxes. Thank you again.

Juan Gonzales
Apr 20, 2023on
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I used McCollum Tax and Financial Services to assist me with filing my individual tax return this year. I worked directly with Lee McCollum who I found to be very personable and attentive. Lee is a true professional and his comprehensive knowledge of tax accounting is extremely impressive. I left the office with a better understanding of the tax process but more importantly I felt that I found a company I could truly trust. I will continue to work with Lee for my future filings and possibly some financial services as well. I wish there were more companies in the area like McCollum Tax and Financial Services. This firm is a prime example of clients first. Thank you Lee. Juan Gonzales Temecula, CA

Briana Aranda
Jan 10, 2022on
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Honestly, Lee is by far the best tax preparer person I have gone to have my taxes filed. I was referred by my friend and am thankful she told me about him cause I have been going to him each year to file my return. What is advertised is exactly what you get and can expect. He’s not only very knowledgeable but will also provide all upcoming entail on what to be aware of for the following year filing taxes. He makes sure you get the best possible refund but as well helps with all your other financial areas. I promise you you won’t be disappointed.

Adriana H
Nov 7, 2021on
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Went to get my taxes done with him, had paid him in advance and havent heard from him in MONTHS ! Negative Responsiveness, Professionalism, Value

Liana McNulty
Feb 5, 2015on
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we've been going to him for years! He's fast accurate and makes you feel !00% comfortable.

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