Trusted Accounting & Tax Planning for Arcadia, CA Professionals and Entrepreneurs
With its scenic neighborhoods, equestrian estates, and thriving business district, Arcadia, CA offers a distinctive mix of luxury living and local commerce. Whether you manage a family-owned business on Huntington Drive, work in real estate or healthcare, or simply want to ensure your personal finances are handled with precision—reliable financial guidance is essential.
At Mofrad Financial Solutions, we support Arcadia residents and businesses with tailored accounting, tax, and advisory services that go far beyond basic number-crunching. Our clients are forward-thinkers—people who value efficiency, strategic planning, and personal attention.
From day-to-day bookkeeping to long-term tax strategies and business support, we provide clarity and confidence at every financial turn.
Why Arcadia Clients Rely on Mofrad Financial Solutions
Arcadia is a city of professionals, high-achieving families, and business owners who often juggle multiple roles—and financial responsibilities. Whether you're managing payroll, investments, or cross-border income, your finances deserve the same level of care and strategy you put into the rest of your life.
Here’s why people in Arcadia choose to work with us:
We offer high-touch service with a proactive mindset
All advice is tailored to your lifestyle, goals, and industry
You’ll work with a licensed team that includes CPAs and former IRS professionals
We understand the financial intricacies of Arcadia’s real estate, healthcare, and retail sectors
Our communication is prompt, clear, and never cookie-cutter
Full-Scope Financial Services for Arcadia Residents
Our firm is built to support both individuals and businesses in Arcadia. Whether you need simple tax filing or full-scale business advisory, we create solutions designed around your unique financial picture.
Personal Tax Preparation
Tax laws are always evolving—and so is your life. We help individuals and families prepare accurate, strategic returns that reflect your current financial position and minimize your tax exposure.
Business Accounting & Reporting
From solo entrepreneurs to LLCs and corporations, we handle the day-to-day financials that keep your business healthy and audit-ready—delivering monthly statements, reconciliations, and insights you can act on.
Tax Strategy for Growing Businesses
We do more than prepare returns—we help you design and implement strategies that reduce your annual tax burden, maximize deductions, and set you up for long-term profitability.
Financial Guidance for Physicians & Healthcare Practices
Healthcare professionals face unique financial challenges—from managing multiple income sources to staying compliant with changing tax regulations. We offer specialized services for Arcadia’s thriving medical community.
Payroll & Contractor Support
Keep your payroll process simple and compliant. We handle filings, withholdings, 1099 issuance, and more—perfect for small businesses managing a growing team or contractor base.
Planning for Major Financial Decisions
Thinking about buying a commercial property? Launching a second business? Selling an investment? We help you understand the tax impact and build a smart plan before you make the move.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
Arcadia’s Business Climate & Lifestyle
Arcadia is known for its affluent residential communities, highly rated schools, and proximity to both nature and city life. It’s also home to a growing number of professionals, business owners, and investors who value precision, planning, and privacy.
Many of our clients in Arcadia have evolving financial needs that include real estate investments, multigenerational estate planning, and business expansion. They come to us looking for a financial partner who can keep pace with their goals—and provide peace of mind along the way.
At Mofrad Financial Solutions, we bring structure to complex finances, so you can focus on living well and leading confidently.
What Makes Us a Great Fit for Arcadia Clients
We’ve built our reputation on personalized service, deep industry knowledge, and a long-term approach to financial health. Whether you need us once a year or every week, we’re committed to offering the kind of attention, accuracy, and insight you won’t find with a generic tax chain.
Here’s how we serve Arcadia’s high-performing individuals and businesses:
Flexible appointments in-person or virtually
Clean, secure systems for file sharing and communication
Transparent pricing with no hourly surprises
Expert support through audits, transitions, and new ventures
Services available in English, Mandarin, and Spanish
Call 213-388-8400 to book your free consultation with our team.
Expert financial solutions for your goals. You can count on us.
Frequently Asked Questions
Do you help Arcadia-based businesses with payroll?
Yes, we offer full-service payroll and contractor support, including filing, reporting, and quarterly compliance.
I own several properties in Arcadia—can you help with real estate-related taxes?
Absolutely. We provide tax strategy and planning for both residential and commercial real estate investments, including rental income, depreciation, and 1031 exchanges.
Can you assist with multigenerational financial planning?
Yes. Many of our clients are focused on wealth preservation, estate strategy, and planning for the next generation. We can coordinate with your estate attorney if needed.
Do you have experience working with medical professionals?
Yes, we work with physicians, dentists, and practice owners across Arcadia and the greater LA area—providing tax and business planning tailored to the healthcare field.
Are your services available remotely?
Yes. While we’re local to Southern California, we offer fully secure virtual meetings and digital document portals for clients who prefer to handle things from home or on the go.