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Koala Financial and Bonita Tax Service

Koala Financial and Bonita Tax Service

Reviews Summary

The majority of reviews praise the service for its professionalism, expertise, and friendly staff. Many highlight efficient, knowledgeable, and compassionate assistance, especially with complex tax situations. Remote services and quick communication are appreciated. A few mention occasional issues with responsiveness, but most express high satisfaction, with many planning to return. The team is described as thorough, trustworthy, and detail-oriented, making clients feel confident in their financial management.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

5012 Central Ave suite j

Bonita, California 91902

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-12PM,1-5PM
Tuesday 9AM-12PM,1-5PM
Wednesday 9AM-12PM,1-5PM
Thursday 9AM-12PM,1-5PM
Friday 9AM-12PM,1-5PM
Saturday Closed

Customer Reviews

My wife and I have been working with Ben, after finding them online and we are so glad we did. Ben?s service has been timely, helpful, and incredibly pleasant. We needed a CPA that understood our needs and goals, and we are confident in saying that Ben and the Koala team will be our go to CPA firm for many years to come because of their outstanding service and expertise. Thank you Ben!

Alex was very helpful to me. He was able to see me on short notice, he quickly understood my tax situation, and he gave me important advice about how to proceed. He was also kind and compassionate regarding the circumstances that caused me to need professional tax assistance in the first place. I feel very confident that those who seek assistance from Alex will be provided with quality service. I would use Alex's tax services again.

My wife and I had the opportunity to use Benjamin?s service for the first time. We usually prepare our own taxes, it we decided to give Ben a try. From the beginning, he was welcoming, friendly and well-organized. He patiently helped us baby boomers through the technology. We'll schedule our appointment for next tax season with Koala Financial and Bonita Tax Service. Thank you, Ben!

They don't call you back when you leave a voice mail and in many cases don't answer the phone. This needs to be addressed.

Benjamin and Alex helped me get my taxes in order. Can't say enough about these guys. They were very knowledgeable about tax laws and changes each year. Their communication is top notch. Calls and e-mails were returned quickly. Filing taxes remotely during the pandemic was easy.

Horrible , they did our taxes in 2019 AND we are still having trouble with the IRS . Believe it or NOT , look up "FREEDOM Law School" & watch there informative videos. Fact is There is no Law requiring a person to file a 1040 for most citizens 99%. The clue is hard to see & deceitful it's in the definitions and millions of people are starting to not file & the IRS is loosing in courts all over the country. It has never been legal to tax people on there income directly . Look up Joe Banister (Ex IRS special

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.

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.

Koala financial services is great. Their customer service is amazing and Mr. Koala is very detailed oriented. I am very happy with their services.

In 30 years I've had several CPAs, I finally found the best one ever. Alex and his crew are efficient, can work remotely, never been more impressed.You have a great operation. Thank you.

Bobbi is very knowledgeable and thorough.

Always an amazing experience going to Alex Wymore. He's quick, and efficient. We get the most out of our refund, and he's there for any questions I have.

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.

Thank you Koala Financial and Ben Koala for your continued excellent service . We will always remain Koala Financial customers no matter where we live or if transferred. Thank you so much.

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) ??

Thank you for all that you do. Bobbi, your team is amazing. I have learnt about my personal finances from visiting you guys. Thank you for your service.

I been going there for 2 years now for my taxes. Great job

(Translated by Google) Paola Orosco was very kind and helped me a lot (Original) Paola orosco fue muy amable y me ayudo mucho

(Translated by Google) Guadalupe Rodr?guez, very good service, very helpful and effective in the processes, very Agust?n, with everything, they are the best (Original) Guadalupe Rodr?guez muy buena atenci?n muy servicial y efectiva en los procesos muy Agust?n con todo son los mejores

(Translated by Google) Alejandra offered excellent service (Original) Alejandra ofresio un sevicio exselente

(Translated by Google) PAOLA OROSCO HER ATTENTION WAS THE BEST, SHE WAS VERY KIND AND WAS A GREAT HELP TO ME (Original) PAOLA OROSCO SU ATENCION FUE LA MEJOR FUE MUY AMABLE Y ME SIRVIO DE GRAN AYUDA

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.