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
Milton Rodriguez
Zongmao Wu
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.