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David Lester

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David Lester is a seasoned operations and strategy leader with over 25 years of experience driving business transformation across legal, technology, and retail sectors. He specializes in optimizing performance through data-driven decision-making, process innovation, and cross-functional alignment. With a background in accounting and information systems, he brings both financial and technical insight to every challenge. David is deeply committed to creating a seamless experience behind the scenes so that every client feels supported, valued, and confident in the care they receive.

Recent Blog Posts

Introducing the 2026 SALT Cap eBook

Download Our Salt Cap eBook TodayIf you're a California taxpayer, you've probably heard the buzz about the new $40,000 SALT deduction cap. Since the One Big Beautiful Bill Act was signed into law on July 4, 2025,...

How to Stop an IRS Bank Levy in California: Emergency Guide

You check your bank account and your stomach drops—your balance is frozen, seized by the IRS. Bills are due, payroll needs to be met, and you can't access your own money. An IRS bank levy is one of the most aggressive collection actions the government can take, but it...

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