High-Touch Financial Services for Brentwood Professionals, Families & Business Owners
Nestled at the foot of the Santa Monica Mountains and just minutes from the coast, Brentwood is known for its tree-lined streets, refined living, and a community of high-achieving professionals, business leaders, and multigenerational families. Whether you’re managing multiple income streams, overseeing real estate investments, or preparing for retirement, your financial needs require more than generic tax prep—they demand strategy, precision, and discretion.
At Mofrad Financial Solutions, we provide tailored tax, bookkeeping, and advisory services to Brentwood residents who value personalized support and high standards. We help simplify complexity and offer peace of mind through every financial stage—from launching a business to planning your legacy.
Why Brentwood Clients Choose Mofrad Financial Solutions
Our Brentwood clients lead dynamic lives. Many are physicians, attorneys, executives, and property owners who juggle tight schedules and substantial financial responsibilities. They come to us for clarity, consistency, and a proactive approach to managing their wealth.
Here’s what sets our firm apart in Brentwood:
Customized financial planning and tax strategy
Expertise in working with high-income households and small business owners
Complete confidentiality and discreet handling of sensitive financial matters
Seamless digital access for time-efficient collaboration
Proactive, year-round support—not just during tax season
Strategic Tax & Accounting Support for Brentwood Households and Businesses
From the Brentwood Country Club to Sunset Boulevard, our clients span a wide range of professions, life stages, and financial goals. We provide comprehensive solutions tailored to help you protect your assets and move forward with confidence.
High-Income & Complex Tax Filings
We manage tax returns for executives, dual-income households, and investors, with careful attention to itemized deductions, equity compensation, and passive income.
Business & LLC Tax Support
From boutique law firms to healthcare practices, we provide filing, compliance, and tax-saving strategies for corporations, partnerships, and sole proprietors.
Real Estate & Rental Income Management
If you own income-generating properties or are preparing for a 1031 exchange, we ensure accurate reporting, proper depreciation, and capital gains planning.
Investment & Retirement Planning Support
We work with your financial advisor or CPA to align your tax strategy with long-term investment and retirement goals, maximizing after-tax returns.
Catch-Up Filings & Tax Resolution
Fell behind on tax filings or received a notice from the IRS? We handle clean-up cases with efficiency and discretion, helping you resolve issues quickly.
Bookkeeping for High-Earning Entrepreneurs
We offer full-service bookkeeping for consultants, creatives, and agency owners, with reports tailored for quarterly review, budgeting, and scalability.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
A Community That Demands Excellence—And Gets It
Brentwood is known for its quiet sophistication and thoughtful community values. The residents here don’t just want to check a box—they want the confidence that their financial affairs are being handled accurately, efficiently, and with their future in mind.
That’s where we come in.
At Mofrad Financial Solutions, we bring expertise and personal attention to each client engagement. Whether you’re navigating complex tax scenarios or simply need help organizing your books, we’re here with practical solutions that meet the highest standards.
Serving Brentwood With Integrity and Insight
We’ve supported clients throughout the 90049 ZIP code with services built on trust, professionalism, and performance. Our clients stay with us for the long term because they know we listen, follow through, and deliver results.
Here’s what you can expect:
Consistent communication and rapid response times
A clear plan of action for your tax and accounting goals
Expertise in California and federal tax codes affecting high earners
Technology that saves you time—without sacrificing accuracy
A team that values long-term relationships over short-term gains
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
I receive stock options and RSUs—do you handle those?
Yes. We help clients accurately report stock-based compensation and strategize for tax efficiency when exercising or selling shares.
Can you coordinate with my financial advisor?
Absolutely. We regularly collaborate with wealth managers and estate attorneys to ensure your tax planning aligns with your broader financial goals.
My family owns multiple rental properties. Can you help with that?
Yes. We specialize in real estate tax planning, including depreciation, passive income rules, and preparing for future sales.
Is it worth setting up an S-Corp for my business?
It depends on your income and long-term plans. We’ll evaluate your situation and help you choose the most tax-advantaged structure.
Do you offer support year-round or just during tax season?
We offer ongoing services throughout the year, including tax planning, bookkeeping, and strategic consultations.