Koala Financial, Inc.

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. Securities offered through Avantax Investment Services℠, Member FINRA (http://www.finra.org/), SIPC(http://www.sipc.org/). Investment advisory services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. CA # 0728219. Please visit www.Avantax.com/social_policy/ for more information.