Koala Financial, Inc.

Koala Financial, Inc.

Koala Financial, Inc. locationBonita, CA, San Diego

(9 Reviews)

Established in 1978, Bonita Tax Service, an established name in the community, has been under new ownership since the 2011 tax season. Koala Financial and Bonita Tax Service have combined to provide comprehensive tax, accounting, financial services, and real estate services to individuals and businesses in San Diego County. We want to be your trusted financial professionals, helping you to make the most of your resources and opportunities to enjoy the lifestyle you desire. Our team of highly experienced and talented accountants, enrolled agents, and registered tax preparers may be exactly what you are looking for.

Koala Financial, Inc. Reviews

Koala Financial, Inc. Reviews

Review of Koala Financial, Inc. by james keethe
5 04/03/2018 james keethe

Got my taxes done this year. Alex was professional and easy to work with. He even got me a va loan credit that was approved to be used after tax season started. Much appreciated. Will definitely be using next year.

Review of Koala Financial, Inc. by Caryn Hart
5 17/10/2017 Caryn Hart

I highly recommend Ben if you need someone to do your taxes or if you have tax, accounting, or even other questions. He is not only very knowledgeable about and very good at what he does, he is extremely nice and trustworthy.

Review of Koala Financial, Inc. by Fiona Liba
5 11/10/2017 Fiona Liba

I couldn't be more pleased with the Koala Financial team and their service. I recommend this company for all your financial needs. I am satisfied.

Thank you guys (and the ladies) 😍

Review of Koala Financial, Inc. by Jim Evans
5 09/03/2017 Jim Evans

I have been using Bonita Tax Service for over 30 years and have been using Koala financial and tax service since Mr Koala took over. We have had nothing but exceptional service from both the financial service and the tax service. The staff is always friendly and helpful

Review of Koala Financial, Inc. by Cindy Ropprichter
5 03/09/2015 Cindy Ropprichter

Bobbi and his family have been doing my taxes for years. We had some complicated issues with capital gains and military disability income.
I have known the family for well over 10 years and they are very thorough, educated, and financial management has been their passion for many years. They can be trusted and will back up all work.

Review of Koala Financial, Inc. by Alex Wymore
5 10/07/2014 Alex Wymore

Bobbi Koala has been providing me with exceptional financial advice for years now. He is trustworthy and reliable, and his staff is very helpful and friendly.

Review of Koala Financial, Inc. by Nancy Cleaver
Nancy Cleaver

20 plus years of sound financial advice! Can't beat that, especially in this economy.

Review of Koala Financial, Inc. by Jen Ammeraal-Wymore
5 Jen Ammeraal-Wymore

Quick response time via email. The staff is well versed in the ever changing tax code. Their service is worth every penny.

Review of Koala Financial, Inc. by Fiona Liba
5 Fiona Liba

I remember over a year ago I filed my taxes through turbo tax and what seemed to be a simple file became rather complicated. Thanks to Benjamin at Koala Financial he answered all my questions and got the IRS off my back. Let's just say it helps a great deal to seek help from the pros. And I recommend them 100% for any financial questions or in securing your money. It's also a great family owned business, so support them. Support small businesses in your community.

Koala Financial, Inc.

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Koala Financial, Inc. Location

5012 Central Ave Suite J, Bonita, CA 91902, USA

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