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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

Year-End Tax Checklist for California Taxpayers and Business Owners

Year-End Tax Tips To Prepare For Filing As the year draws to a close, individuals and businesses across Temecula, San Diego, Riverside, and all of Southern California begin turning their attention to tax season. Planning ahead with a strategic, informed approach to...

Get $1,000 More on Your 2026 Tax Refund & Here’s How

Your Tax Refund Could Be $1,000 Higher in 2026: Here's How and Why Tax Planning Matters With 2026 just around the corner, American taxpayers may see a welcome boost to their tax refunds—potentially over $1,000 more, according to new projections. This anticipated...

Fight Back Against the IRS: Lawyer & Ex-Agent Guide to Appeals

How a Lawyer and Former IRS Agent Can Help You Win an Appeal or IRS Judgment Facing an IRS judgment or preparing to appeal a tax decision can be overwhelming. The stakes are high, and the procedures are complex. Fortunately, working with a tax attorney who is also a...

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