-
September 2024 by Victor's Trucking Llc
Alejandra offered excellent service
-
June 2024 by Gabriela Marichi
Koala financial services is great. Their customer service is amazing and Mr. Koala is very detailed oriented. I am very happy with their services.
-
June 2024 by Roger A.
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.
-
April 2024 by Sabra S.
Bobbi filed a two tax returns for me the past year. I reached out to him about filing another tax return around march. He confirmed. I reached out to him at least two other times. He never responded. I called and left two messages. I was totally stressing because April 15th was approaching. He totally left me hi and dry. April 15th passed, he never called or emailed me back and HE NEVER FILED A RETURN FOR ME! I had a few days to find a new accountant and that was impossible. PURE NEGLIGENCE! I am filing a complaint with the CA CPA board.
-
April 2024 by Diana F.
I met with Alex Wymore at Koala Financial & Bonita Tax 5012 Central, Bonita bc to file my 2023 income taxes. I brought all the documents Alex requested including my (original) 2022 tax folder from the previous year filing with H&R Block. When I returned to the office, I signed the 2023 Federal and State documents. At that time I requested the return of the 2022 tax folder and was told they couldn't find it. Alex wondered around the office and wasn't sure where my 2022 tax documents were. I became concerned and lost confidence in my choice of tax filing. There was a number of things that raised red flags. I called Alex and left messages , I text him numerous times and he never responded. Eventually I called Mr. Koala and left a message about my concerns but he never responded. I may be an insignificant client to them but it was the first year of filing after the death of my husband June 2023. I was looking for a helpful and understanding CPA to offer support tax guidance. Today I still don't have my 2022 tax documents. Hopefully eventually Koala will find my 2022 documents and return them to me. I won't be a client next year and I think they will be happy about my decision.
-
March 2024 by Ramona M.
Excellent service and understands a clients financial needs. Due to retirements in the firm, please be patient with returning phone messages.
-
February 2024 by Nesto B.
Family run business. We were seen right away. And Alex was very accurate and professional.
-
October 2023 by Randy Ruiz
PAOLA OROSCO HER ATTENTION WAS THE BEST, SHE WAS VERY KIND AND WAS A GREAT HELP TO ME
-
October 2023 by Antony Santos
Guadalupe Rodríguez, very good service, very helpful and effective in the processes, very Agustín, with everything, they are the best
-
October 2023 by Dunia Izaguirre
Paola Orosco was very kind and helped me a lot
-
September 2023 by Marlene Barr
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.
-
September 2023 by Marlene B.
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!
-
April 2023 by Pauline T.
Alex is very knowledgeable and he is very quick with getting everything done. I've used him a few times for my fathers tax returns then myself.
-
April 2023 by Richard B.
I needed someone to go over my 2022 tax return. I have been using turbo tax for years. My federal return looked fine but the state said I owed them money. Ben Koala looked it over and immediately found the mistake I made. He also did not charge me as they provide a free consultation. I highly recommend Koala Financial. Friendly, professional, and fast.
-
April 2023 by Steven Yagyagan
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!
