Koala Financial

Start With the Question in Front of You.

Tax, investments, legal documents, and insurance rarely stay in separate lanes. Koala helps you start with the right team and, when you choose, coordinate across the right separate Koala entities with your authorization.

Schedule a Consultation Choose Your Starting Point

Choose Your Starting Point

What do you need help with first?

You do not need to know which Koala entity applies before you reach out. Start with the issue in front of you and we will route the conversation.

Personal & Business Accounting

Tax returns, business accounting, year-round tax planning, IRS notices, and accounting support for owners and families.

Visit Tax & Accounting

Financial Planning & Investments

Investment management, retirement planning, tax-aware portfolio decisions, and planning through Charles Schwab custody.

Visit Wealth Management

Estate Planning & Business Law

Trusts, wills, powers of attorney, business agreements, succession planning, and legal documents that match real assets.

Visit Law

Life, Disability & LTC Insurance

Coverage reviews, life insurance, disability, long-term care, annuities, and business insurance when protection truly fits.

Visit Insurance

How Koala Works Together

One client experience, with clear entity lines.

Koala is built for people whose tax, investment, legal, and insurance questions overlap. Each service is still provided by the appropriate Koala entity. You can use one service by itself, or authorize the teams to coordinate when that makes your life easier.

Koala Financial, Inc. provides investment advisory, tax, and accounting services in the proper capacity.

Koala Law, PC provides legal services separately, including estate planning and business law.

Koala Insurance Solutions, LLC handles insurance product review and placement.

When you want more than one team involved, we coordinate with your authorization instead of making you repeat your story.

Who We Are

Koala is the family name on the door.

After overseeing more than $1.5 billion of the County of San Diego's budget, Bobbi Koala retired - then went back to college with his youngest son, Benjamin. They graduated summa cum laude together, became CPAs together, and in 2011 bought Bonita Tax Service, a practice that has served this community since 1978. Alex, Bobbi's older son and a retired Army captain, joined them a year later. Today the family runs Koala Financial from the same Bonita office - fully independent, with no parent company and no product quotas.

Serving Bonita since 1978 · A+ BBB rating · Family-owned and independent

Meet the Team

Common Client Paths

Where people usually start.

The first conversation is usually practical. Something changed, something feels messy, or you want to stop managing several separate conversations.

Tax return plus planning

You need a return prepared, but you also want fewer surprises before next April.

Retirement or liquidity event

You are retiring, selling a business, receiving stock compensation, or making a major portfolio decision.

Estate plan update

You have a trust, business, new property, or family change and want the documents to match real life.

Business owner planning

Entity structure, books, taxes, succession, and insurance need to work from one picture.

Coverage review

You want to know what insurance to keep, change, add, or skip entirely.

Not sure yet

Use the form below. We can route the question without making you diagnose the service line first.

How We Work

Get Started

Schedule a Consultation

A 30-minute conversation at no obligation. Tell us what you are trying to solve and we will route you to the right Koala team member. We follow up within 1 business day.

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Thank you for reaching out. A member of the Koala team will be in touch within 1 business day.

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Areas of Interest

Personal & Business Accounting Financial Planning & Investment Management Estate Planning & Business Law Life, Disability, and LTC Insurance

Tell Us About Your Situation

Privacy: Your information is not sold. We use and share it only as described in our Privacy Policy, including when needed to respond and serve you as a client.
Submitting this form does not create an advisory, tax, accounting, or insurance relationship. Please do not include account numbers, Social Security numbers, or other sensitive information — we will provide a secure method if documents are needed.

View all Koala disclosures

We follow up within 1 business day.

Our Office

Visit or Call Us

5012 Central Ave, Suite J
Bonita, CA 91902

619-475-5542

Fax: 619-475-8347

info@koala.financial

Office Hours

Monday - Friday 9:00 AM - 5:00 PM PST

Saturday By appointment

Sunday Closed

Not Sure Where To Start?

Use the Form and We Will Route It

Select any areas that apply. If your question crosses tax, wealth, law, or insurance, we will point it to the right team.

How We Work