Strategic Tax & Accounting Support for El Monte Professionals
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Mofrad Financial Solutions

Tax Preparation & Financial Services in El Monte, CA

Full-Spectrum Tax & Financial Services for El Monte, CA

Located in the heart of the San Gabriel Valley, El Monte, CA is a city defined by resilience, diversity, and a strong entrepreneurial spirit. From small business owners and tradespeople to growing families and retirees, El Monte is home to individuals who work hard and seek financial stability across every stage of life.


At Mofrad Financial Solutions, we offer practical, no-nonsense tax and accounting services to El Monte’s residents and local businesses. Whether you’re filing a simple tax return or need ongoing bookkeeping and business planning, our goal is to help you stay on track, reduce stress, and feel confident about your money.


We believe you deserve financial support that’s as reliable and dedicated as you are.


Why El Monte Clients Choose Mofrad Financial Solutions

El Monte is a city of momentum—of people building small businesses, investing in real estate, and striving to leave something behind for the next generation. Many of our clients are balancing work and family, learning to manage multiple income streams, or handling tax responsibilities for the first time. We help make sense of it all.


Here’s what sets our team apart in El Monte:


  • Real-world guidance that respects your time and priorities

  • Services available in English, Spanish, Mandarin, and Farsi

  • Affordable pricing options tailored to your income and business size

  • Step-by-step support for both individuals and business owners

  • A commitment to long-term relationships, not just once-a-year service


Services Built for El Monte’s Households & Local Businesses

We provide straightforward, dependable financial support to help you manage income, stay compliant, and prepare for a more secure future.


Tax Preparation for Individuals & Families

Whether you’re a single filer, head of household, or managing multiple W-2s and dependents, we file accurate returns, help you understand your tax position, and ensure you’re not overpaying.


Bookkeeping & Financial Tracking for Businesses

We help El Monte businesses—from local contractors to retail shop owners—stay on top of monthly financials, organize receipts, and keep books clean and audit-ready.


Gig Workers, Drivers & Self-Employed Tax Support

If you drive for Uber, DoorDash, or operate your own mobile business, we help you handle 1099 income, mileage deductions, and quarterly payments with ease and accuracy.


New Business Formation & Setup

Starting your own venture in El Monte? We’ll help you register your business, choose the right structure, and get your financial systems in place to hit the ground running.


Landlords & Property Income Filings

We work with property owners to track income and expenses from rentals, apply depreciation, and ensure you’re getting the maximum allowable deductions.


Long-Term Financial Strategy

Whether you’re saving for a home, planning to send kids to college, or preparing for retirement, we help you build practical financial plans that reflect your real life and long-term goals.

Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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A Growing, Grounded Community: El Monte, CA

El Monte continues to grow as a hub for hardworking residents and aspiring business owners. With its strong family values, expanding housing market, and network of local entrepreneurs, the city represents opportunity for those willing to work for it.

But navigating finances here—especially for first-time business owners or working-class families—can feel overwhelming. That’s where Mofrad Financial Solutions steps in. We help our clients sort through the paperwork, understand their options, and move forward with clarity and confidence.


What It’s Like to Work With Us

We believe every client deserves to feel respected, informed, and supported. That’s why we take the time to understand your situation and offer solutions that fit—not generic advice that falls short.


Here’s what El Monte clients can expect from us:


  • Friendly, approachable professionals who care about your success

  • Flexible meetings—virtual or in-person, based on your schedule

  • Easy-to-use systems for uploading documents and reviewing reports

  • Services tailored to your income, business size, and family goals

  • Year-round availability—not just during tax season


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’m self-employed—how do I track expenses for taxes?

We’ll help you set up simple systems to track your income and expenses, and show you what’s deductible so you’re not leaving money on the table.


I work full time but also do side jobs—how should I report that?

You’ll need to report both W-2 and 1099 income. We’ll make sure everything is included, accurate, and filed properly to avoid penalties or audits.


Can I meet with someone who speaks Spanish or Mandarin?

Yes. Our team includes multilingual professionals who can guide you through the process in your preferred language.


I’m starting a business—how do I know what structure is best?

We’ll explain the pros and cons of each structure (LLC, S Corp, sole proprietorship) and help you choose the right one based on your goals and risk profile.


Do you help with more than just taxes?

Definitely. We also offer business planning, retirement strategy, and financial consultations that go beyond filing paperwork—so you can build something sustainable.

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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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