Tax, wealth, law, and insurance in Bonita.
We help individuals, families, and business owners with tax returns, investments, estate plans, and insurance. You can work with one Koala team or ask us to coordinate across services.
What brings you here?
Choose the service you need, or contact us if you are unsure where to start.
I need help with my taxes.
A return, a notice, or a plan for the year ahead. Get help for yourself, your family, or your business.
Explore tax & accountingI’m planning for retirement.
Get help with your investments, retirement income, or a recent change in your finances.
Explore wealth managementI need a will or trust.
Create an estate plan, review older documents, or bring your plan up to date after a family change.
Explore estate planningI own a business.
Connect your books, tax planning, ownership agreements, and succession questions.
Discuss your businessI want to review my coverage.
Understand how your life, disability, or long-term care coverage fits your family and finances.
Explore insuranceI’m not sure where to start.
Tell us what has changed or what is on your mind. We will help you find the right person.
Request a conversationWant to understand the cost first? Our fees and fee schedules are public.
See pricing for every serviceKoala is the family name on the door.
A father and two sons, working together in Bonita.
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 2013 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.
Meet the Team
How the Koala teams work together.
Your tax return, investments, and estate documents often affect one another. With your authorization, our teams can share the information needed for your work. Each service has its own engagement, and you choose which to use.
How we workWho provides your services: Tax & Accounting and Wealth Management are both provided by Koala Financial, Inc. Legal and insurance services are provided through the separate entities below.
Tax returns, business accounting, and year-round tax planning, provided in the proper capacity.
Investment management and retirement planning, provided in the proper capacity.
Estate planning and business law. Attorney-client relationships run through Koala Law.
Insurance product review and placement. You are never required to buy coverage through Koala.
Check our credentials.
You can check our firm registration and individual licenses through the regulators listed below.
Check our credentials- A registered investment adviserKoala Financial, Inc. is registered with the California Department of Financial Protection and Innovation, Firm CRD #340891. Confirm it on the SEC’s Investment Adviser Public Disclosure site. Registration does not imply a certain level of skill or training.
- Professional licensesOur CPAs are licensed by the California Board of Accountancy, our attorney by the State Bar of California, and our tax preparers are registered with CTEC. Each license is searchable by name.
- Independent, with no product quotasKoala has no parent company, and nobody here is told what to sell.
Request a consultation.
Tell us what you need help with. We will follow up within 1 business day to arrange a 15-minute introductory conversation. There is no obligation, and you do not need to gather documents before reaching out.
Request received
Thank you for reaching out. A member of the Koala team will be in touch within 1 business day.
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