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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 Planning Tips for California Businesses

As the year winds down, businesses in Temecula, San Diego, Riverside, San Bernardino, and throughout California face a crucial opportunity: year-end tax planning. Proactively managing tax responsibilities now can lead to significant savings, compliance improvements,...

U.S. Tax Compliance for Expats, Remote Workers & Travelers

Navigating U.S. tax obligations can be complex under the best of circumstances, but when you're living or traveling outside of California or even outside the United States, it becomes significantly more challenging. Whether you are an expatriate, a digital nomad, a...

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...

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