Beverly Hills Tax Consulting & Wealth Management Services
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Mofrad Financial Solutions

Expert Tax Consulting & Wealth Strategies in Beverly Hills, CA

Elite Tax & Financial Advisory Services in Beverly Hills, CA

With its world-renowned zip code, iconic palm-lined streets, and thriving community of professionals, entrepreneurs, and entertainers, Beverly Hills, CA is a global symbol of success. Behind that success, however, are complex financial lives that require more than a basic tax service—they require discretion, strategy, and white-glove support.


At Mofrad Financial Solutions, we deliver high-level financial services for high-achieving individuals and businesses in Beverly Hills. Whether you’re managing multi-source income, navigating international investments, or building long-term wealth through real estate, we offer expert guidance that meets your lifestyle and expectations.


This isn’t one-size-fits-all accounting. It’s intelligent, proactive planning—designed for those who demand accuracy, insight, and privacy in every aspect of their financial life.


Why Beverly Hills Clients Trust Mofrad Financial Solutions

Our clients in Beverly Hills are leaders, innovators, and creators who need a financial partner who sees the full picture. From managing business holdings and optimizing tax exposure to coordinating with attorneys and investment advisors, we bring together all the moving parts of your financial world with precision and care.


Here’s why discerning clients choose our team:

  • Trusted by high-net-worth individuals, family offices, and entrepreneurs

  • Deep understanding of complex income structures and multi-entity ownership

  • Experience with international taxation and cross-border compliance

  • Relationship-based service built on trust, confidentiality, and consistency

  • Seamless communication with your legal, wealth management, and estate teams


Specialized Financial Solutions for Beverly Hills Professionals

We serve clients with diverse interests and income profiles—often including multiple business entities, passive income, charitable giving, and succession planning. Our job is to simplify the complexity and ensure everything is aligned.


High-Income Tax Optimization

We work with executives, physicians, attorneys, entertainers, and business owners to develop tax strategies that reduce liability while maintaining full compliance with state, federal, and international regulations.


Executive Compensation & Equity Planning

From stock options and deferred compensation to RSUs and performance-based bonuses, we help you make smart decisions about how to manage, report, and plan for equity-based income.


Multi-Entity Management & Strategy

Operating several LLCs, trusts, or investment partnerships? We provide integrated support to keep your structure optimized and your reporting seamless.


Real Estate & Passive Income Structuring

Whether you own luxury rentals or commercial properties, we’ll help you structure your holdings for maximum tax efficiency while ensuring clean, accurate reporting.


International Financial Coordination

If your financial life spans borders—whether through business, property, or foreign bank accounts—we offer expert guidance on global tax compliance and planning.


Philanthropy & Charitable Planning

We assist with donor-advised funds, charitable trusts, and foundation setup for clients looking to align their wealth with purpose.

Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

buildings and luxury cars in beverly hills, ca

Living & Building Wealth in Beverly Hills, CA

Beverly Hills offers more than prestige—it offers access to world-class resources, international connectivity, and a business ecosystem that attracts talent from every corner of the globe. It’s no surprise that the financial needs of its residents are just as global, just as nuanced, and just as high-level.


Whether you’ve built your wealth through entrepreneurship, entertainment, professional services, or long-term investment, we’re here to ensure your financial strategies evolve as your success grows.


At Mofrad Financial Solutions, we work behind the scenes to protect your privacy, optimize your results, and give you peace of mind—so you can focus on what matters most.


What Working With Us Looks Like

We believe financial advice should be as high-touch and intentional as any other luxury service in Beverly Hills. That’s why our clients receive:


  • One-on-one access to a dedicated senior advisor

  • Thoughtfully tailored tax and planning strategies

  • Year-round support, not just seasonal services

  • Secure digital infrastructure with concierge-level service

  • An unwavering commitment to confidentiality and excellence


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 work with entertainment industry professionals?

Yes. We have extensive experience with clients in film, television, music, and digital media—helping with royalty income, loan-outs, and multistate filings.


Can you help coordinate with my attorney or financial planner?

Absolutely. We regularly work in partnership with estate planners, investment advisors, and legal counsel to ensure your entire financial strategy is cohesive.


I own property in multiple states—can you handle multi-jurisdictional taxes?

Yes. We provide full support for clients with property or business interests in several states, ensuring accurate filings and planning across jurisdictions.


Is your firm experienced in international tax matters?

Yes. We guide clients with foreign accounts, global income, or international business ventures through all reporting and compliance requirements.


Do you offer bespoke service plans?

We do. Our packages are built around your goals and preferences—whether you want quarterly reviews, family office-style support, or ongoing business consulting.

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1111 Corporate Center Drive #305

Monterey Park, CA 91754

Check us out on BrokerCheck®

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California and Colorado 

 Securities offered through Avantax Investment Services℠ , Member FINRASIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through an Avantax affiliated insurance agency. CA insurance # 0L88676

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

 This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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