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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

IRS Using AI to Increase Tax Liens: What Taxpayers Need to Know

If you've received a notice from the IRS about a lien or levy on your property or bank accounts, you're not alone. Many individuals and business owners across Temecula, San Diego, Riverside, San Bernardino, and throughout California find themselves facing these...

Maximize 2025 Stock Market Gains with These Tax Tips

Investing in the stock market can be a powerful way to grow wealth, but without smart tax strategies, your profits could be diminished by unnecessary tax liabilities. As we enter 2025, it's crucial for investors in California and across the U.S. to understand the...

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