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McCollum Tax and Financial Services

McCollum Tax and Financial Services

Reviews Summary

Most reviews praise the tax service for excellent customer service, professionalism, and deep expertise, with many clients trusting and returning yearly. The preparer is described as knowledgeable, patient, and thorough, often educating clients on tax matters. However, a few negative reviews cite unresponsiveness, unfiled taxes due to errors, and lack of communication after payment. Overall, satisfaction is high, with strong recommendations from long-term clients, though occasional service failures are noted.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Contact Information

Address

41800 Enterprise Cir S g

Temecula, California 92590

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-3PM
Tuesday 10AM-3PM
Wednesday 10AM-3PM
Thursday 10AM-3PM
Friday Closed
Saturday Closed

Customer Reviews

I have been a client of Mr. McCollum's for several tax seasons now. Really honest and pleasant. Extremely knowledgeable about taxes and has really helped me to have successful filings! I recommend his business whole heartedly. To get an appointment, go on his website and just request a day and time, its that simple!

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.

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.

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 s

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 disappointe

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.

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.

Excellent customer service and professional. Provided expert knowledge on business Taxes. Thank you again.

we've been going to him for years! He's fast accurate and makes you feel !00% comfortable.

Went to get my taxes done with him, had paid him in advance and haven't heard from him in MONTHS !

Excellent place to do your taxes if you in a jam.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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