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.

Bobbi Koala
Financial Advisor
CA Insurance# 0728219
5012 Central Ave, STE J
Bonita, CA  91902

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Koala Financial, Inc.

Org chart

Teams

Offices

Koala Financial, Inc.

Org chart

Teams

Offices

Related companies