Koala Financial and Bonita Tax Service

Jun 2024

It was a pleasure working with Benjamin. I normally do my own taxes, however, this year my wife and I had a complex return. We sold a few different properties and bought a new house in 2023 so I wanted to get help from a professional who can help with our taxes. I was stressing about doing our taxes and I wasn't sure who could help. I was also in need of help quickly because the June 17th deadline was just days away. I found Koala Financial & Bonita Tax Service on yelp and sent them email to see if they could help with my situation. I was pleasantly surprised when Benjamin replied to my email about 20 minutes later. I had a lot of questions so we began emailing each other back and forth. Benjamin was very quick to respond. He was also very helpful and provided all the information I needed. I was not able to go to the office in person due to work, however, I was able to send over all my documents through their secure portal. Once I sent the information, Benjamin took care of everything. My return was filed electronically, the payment to the IRS was processed quickly and I received the state refund about a week later. If you have a complex tax return, I would definitely recommend Koala Financial & Bonita Tax Service.

Sep 2023

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.

Sep 2023

Alex was very knowledgeable and efficient. He was able to see me quickly on very short notice during a busy time of the year. Alex gave me very helpful information about how to file my required tax payments. Alex was also kind, considerate, and sympathetic to my individual situation. I found him to be very helpful, and I would recommend him to others who need assistance, especially to those like me who are used to doing their own taxes but who suddenly find that they need professional advice. Thank you, Alex!