Koala Financial and Bonita Tax Service in Bonita has operated from 5012 Central Avenue since the original Bonita Tax Service opened in 1978, with current ownership restructuring the practice under Koala Financial in 2011. The staff includes two CPAs, two Enrolled Agents, and a California Real Estate licensee—a breadth of credentials that enables coordinated investment-and-tax planning with wealth-management partners including Edward Jones – Financial Advisor: Ashley Gonzalez, CFP®|CEPA®. The veteran-owned firm carries California Insurance License #0728219 and DRE License #00849561, enabling bundled tax, insurance, and real estate advisory under one roof. Military pay and benefits represent a core specialty, covering combat-zone tax exclusions, Thrift Savings Plan Roth conversions, and VA disability income reporting. Property-transaction tax events including 1031 like-kind exchanges and Proposition 19 base-year transfers often involve agent coordination, and the firm's DRE license parallels the transaction expertise at Peraza Real Estate & Associates in the Bonita market. Securities offered through Avantax Investment Services℠ (Member FINRA/SIPC) allow the firm to execute tax-loss harvesting and capital-gain distribution timing across brokerage and retirement accounts simultaneously.