At Mofrad Financial Solutions, we know that managing your finances can feel overwhelming, especially when you're running a small business or navigating complex tax situations. That’s why whether you're in need of tax services, small business accounting, or financial planning, we’re here to help!
With nearly 30 years of experience, our team of experts specializes in providing personalized financial solutions to individuals and small businesses in Monterey Park and Los Angeles.
Who We Are: Financial Advisor in Los Angeles, Your Partner for Success
As a leading financial advisor in Los Angeles, Mofrad Financial Solutions goes beyond just managing your finances. We aim to empower you with the knowledge and tools you need to make informed financial decisions. Whether you’re an individual looking to invest for the future or a small business owner needing a comprehensive financial plan, we’re here to help you achieve your goals!
Meet the Team Behind Mofrad Financial Solutions
Our team at Mofrad Financial Solutions is more than just a group of accountants and financial advisors—we’re a community of dedicated professionals who genuinely care about your financial success.
Ed Mofrad, CPA, CVA
With a background that includes working for the IRS and Ernst & Young, Ed founded Mofrad Financial Solutions in 1996 to provide expert tax, business valuation, and investment services. His experience and passion for educating clients have made him a trusted advisor for businesses and individuals alike.
Milton Rodriguez, SVP, Financial Advisor
Milton is a CERTIFIED FINANCIAL PLANNER™ practitioner with a Master of Science in Taxation. Milton’s specialty combines tax strategies with financial planning to help small businesses thrive. He’s been with Mofrad Financial Solutions since 2017 and has earned rave reviews from clients for his personalized approach.
Our team also includes a diverse group of professionals fluent in six languages, ensuring we can serve the needs of our diverse community.
What We Offer: Expert Financial Advisor in Los Angeles
Financial Tax Advisor Services
We provide expert tax services that include preparation, planning, and audit defense. With decades of experience and a deep understanding of the ever-changing tax laws, we help you minimize your tax liability and maximize your savings.
Individual Tax Returns
Our financial tax advisors are here to make sure your personal tax returns are done right and on time. We’ll help you maximize your deductions and keep those liabilities low!
Real Estate Taxation
If you’re into real estate, we’ve also got you covered! We know the ins and outs of the tax world for homeowners, landlords, and investors, helping you make the most of your tax situation.
Audit Defense
Worried about an IRS audit? Don’t sweat it! We offer solid audit defense services, giving you peace of mind and expert support if you ever need it.
Our team also ensures that you remain compliant with state and federal regulations, giving you peace of mind year-round.
Investment Services
Strategic Investment Planning
Our financial advisors in Los Angeles are here to create tailored investment strategies that not only help grow your wealth but also keep it safe.
Retirement Planning
Thinking about retirement? We’re all about helping you build a solid plan that matches your long-term financial goals. Let’s make your dreams a reality!
Medicare Services
Navigating Medicare options can feel overwhelming, but we’re here to help make it easier for you. We’ll guide you through the ins and outs of Medicare, ensuring you have all the information you need to make confident decisions about your healthcare.
Personalized Solutions for Small Businesses
We understand that no two businesses are the same, and neither are their financial needs. That’s why we take a tailored approach to every client, offering a comprehensive range of services designed to help small businesses in Monterey Park and the greater Los Angeles area succeed.
Small Business Financial Advisor Services
Running a business is demanding--and we know how challenging it can be to manage finances on top of everything else. We specialize in helping business owners plan for long-term growth and financial success. From budgeting and forecasting to retirement planning, we provide both the guidance and expertise you need to make informed decisions.
Comprehensive Small Business Accounting Services
Our accounting experts ensure that your financial records are accurate and compliant with tax laws, freeing you up to focus on growing your business. We also handle payroll, tax preparation, corporate formations, and even audit defense, so you can be assured that your business finances are in good hands.
With our reliable and efficient systems, you can rest easy knowing your team is taken care of.
Small Business Valuation for Growth
Understanding the value of your business is essential, whether you're looking to sell, raise capital, or plan for the future. We provide a clear, accurate picture of your company's worth. Using industry-leading methods, we help you assess your business’s value and as well as provide actionable strategies for increasing it.
Why Mofrad Financial Solutions: Your Success is Our Priority
30 Years of Experience
When it comes to your financial journey, you want a trusted partner by your side. With nearly three decades of experience, our team has a solid track record of helping clients just like you achieve their financial goals.
Multilingual Expertise
We believe that everyone deserves tailored support. That's why we proudly serve a diverse community and offer our services in English, Spanish, Mandarin, Cantonese, Farsi, and Thai. No matter your background, we’re committed to making sure you feel comfortable and understood.
Comprehensive Services
Why juggle multiple firms when you can find everything you need under one roof? From small business accounting to investment advice, we offer a full suite of financial solutions to simplify your life. Think of us as your one-stop shop for all things finance—helping you save time and focus on what matters.
Client-Focused Approach
We know that every client is unique, and that’s why we take the time to understand your individual needs and goals. Our approach is all about you!
We’ll work together to craft personalized strategies that not only fit your situation but also help you thrive. With Mofrad Financial Solutions, you’re not just a number; you're a valued partner on the path to success.
Hear from Our Satisfied Clients
Don’t just take our word for it! Here’s what some of our clients are saying:
"We needed a CPA who we can trust and someone that was verifiable across all systems. Ed Mofrad has all the credentials we were looking for and this will be the second year we file taxes with him. His office team is bright and ambitious, especially Milton. Milton has been of great help and very quick to respond. He has filed documents on our behalf giving us the results we are looking for. We are grateful for their dedication and loyalty to us. We really feel like they have our back. Thank you!" --Maya S.
"Ed Mofrad, and his entire team, have been MORE than what I could ever ask for in a group of tax accountants. Not only are they highly knowledgeable in what they're doing, but each one has been more than accommodating to me in answering my questions, responding almost immediately every single time, and making sure I receive the best service possible with the most clarity they can give to me.
A quick story:
I was referred to them about three years ago and was actually dreading to make this call, because not only was I behind on filing my taxes for the last three years, but I had no idea HOW MUCH I would be owing and felt like I was digging myself a bigger and bigger hole that I wasn't too sure how to get out of.
One of the very first things I remember when I actually made this dreaded phone call to Ed Mofrad's company was speaking with Ed Mofrad himself who reassured me that, 'this happens all the time, please don't worry, I used to work for the IRS, and everything will be okay.'
It wasn't his words that were reassuring to me as much as his tone of voice that soothed my heart and made me feel like no matter what this process was going to be like to get me back on track, he, and his team, were going to be kind. This was a big deal to me, for some reason, and he was already providing it (kindness).
With that being said, Ed Mofrad, and his entire team have completely caught me up to this present year which is 2022 and are still answering my questions immediately and clearly, getting on a virtual call if I need it, and making sure I feel comfortable and educated every single step of the way. Ed Mofrad and his entire team have truly become people who have a dear place in my heart believe it or not, and it all started with just being my tax accountants.
"I want to echo the 5 star review left on here by Natalie about Mofrad Financial Solutions. My partner and I were also having issues filing our taxes as a same-sex registered domestic partnership. We had already filed with a local tax preparer....bad mistake!!! Sure he was cheap, but when it came to preparing taxes for a gay couple, he had NO CLUE what he was doing. I proceeded to call the IRS help line, and guess what? THEY had NO CLUE how to deal with our specific situation either!!!
Enter Ed Mofrad and his talented and highly-knowledgeable team at Mofrad Financial Solutions. We can't say enough good things about the attentive and warm reception we were received with. First of all, he was easy to reach. The other places we tried to contact didn't get back to us right away or failed to respond with correct, up-to-date information. Not so with Ed! Within the first minutes of our conversation I knew right away that we had found our guy!
Ed was informative and clearly explained the most current information we were looking for. He knew all about the IRS Publication 555 and what we had to do to rectify our taxes. We set up an appointment for just two days later and within a couple of hours at our meeting, he had straightened out this tedious situation we were faced with. In the end we walked out feeling confident that our filing matters with the IRS were resolved and in the hands of a true professional.
We highly recommend Mofrad Financial Solutions to anyone, especially LGBT folk seeking the most qualified and informed tax preparation service at a reasonable cost. Thank you to Ed and his team!" --Joel M.
Contact Mofrad Financial Solutions Today!
Now it’s your turn! Our friendly and knowledgeable team is ready to listen to your unique needs and provide you with personalized solutions tailored just for you.
Here's How to Get Started
Call us at 213-388-8400 to schedule your free consultation.
Email us at info@mofradfinancial.com for more information or book online.
Visit us at 1111 Corporate Center Drive #305, Monterey Park, CA 91754.
Free Consultation
We offer a free consultation to all potential clients. During this 30-minute session, one of our experienced advisors will review your financial situation and recommend personalized solutions. This is a no-obligation opportunity to see how Mofrad Financial Solutions can help you achieve your financial goals.
So, Don't Wait. Your Financial Future Starts Now!
Contact Us Today and let us be the trusted partner you need to achieve financial success.
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