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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

How To Avoid an IRS Audit and What To Do If You’re Audited

How To Avoid An IRS Audit and What To Do When They Happen An IRS audit can be stressful and time-consuming, especially for taxpayers and businesses in Southern California who are trying to stay compliant with ever-changing tax laws. Whether you're based in Temecula,...

How a Tax Attorney Helps Nonprofits Stay Compliant and Thrive

Why Every Nonprofit Needs a Tax Attorney: Strategic Guidance for Formation, Compliance & Long-Term Success Launching a nonprofit is more than a noble pursuit. It is a significant legal and financial endeavor. Every step, from formation to long-term operation, must...

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