Bobbi Koala
Bobbi leads the tax practice with a focus on practical planning, accurate filings, and tax-advantaged strategies. His background spans public finance, accounting, tax work, and financial planning.
CA Insurance License #0728219
Benjamin Koala
Benjamin connects tax, legal, insurance, and investment planning so clients are not getting siloed advice. He serves as Principal Attorney & Wealth Advisor and coordinates closely with the tax and law teams on planning decisions when clients authorize it.
Alex Wymore
Alex supports Koala clients through tax and accounting work. He is a retired Army captain with an MBA, and helps client questions, records, and planning details move cleanly through the office.
Veronica Ferguson
Veronica works across tax preparation, bookkeeping, financial statements, and taxpayer representation. She brings years of accounting office experience and is fluent in Italian, English, and Spanish.
Diego Quilantan
Diego supports the CPA division with tax preparation, client records, and planning details for individual and business clients. He helps keep engagements accurate, timely, and ready for review.
Veronica Rachlin
Veronica brings accounting experience from KPMG and private accounting work. She supports tax preparation, accounting, and financial services coordination, and is fluent in Spanish.
Jacob Elghallab
Jacob supports day-to-day operations, client onboarding, planning follow-through, and the internal details that keep the Koala team organized and responsive.
Abel Ekubaselase
Abel works with the tax team on preparation support, document review, client follow-up, and the details that help tax work move cleanly from intake to completion.
Berenice Garcia
Berenice coordinates client communication and service details with care. Her background includes legal work, community service, tax preparation, and Spanish-language client support.
Sandra Bobadilla-Hernandez
Sandra keeps the office moving smoothly, from client service and scheduling to quality control on returns and documents. She is fluent in Spanish and helps make each client interaction feel cared for.
Salem Wymore
Salem supports the CPAs and tax advisors with their clients, helping keep communication, follow-up, and client service details moving smoothly. She is Alex Wymore's daughter.