Personalized Tax Strategy & Consulting in Hancock Park
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Mofrad Financial Solutions

High-Income Financial Services in Hancock Park, CA

High-Touch Financial Services for Hancock Park Residents & Business Owners

With its wide boulevards, historic architecture, and deep-rooted community, Hancock Park is one of Los Angeles’ most distinguished neighborhoods. Behind the elegant facades are busy lives—entrepreneurs, professionals, property owners, and families juggling work, investments, and long-term planning.


At Mofrad Financial Solutions, we help Hancock Park residents take a proactive approach to managing their finances. Whether you run a boutique business, oversee a family trust, or need a strategy for growing assets, we offer tax, accounting, and advisory services tailored to your goals and lifestyle.


We combine deep expertise with discretion and care—so your finances are always handled with clarity and confidence.


Why Hancock Park Clients Trust Mofrad Financial Solutions

Clients in Hancock Park often require more than just routine tax prep. They need guidance that reflects complexity: multiple income streams, evolving assets, and plans that stretch far beyond the current tax year. Our team brings personalized insight and reliable execution to every client relationship.


Here’s why professionals and families in Hancock Park choose us:

  • White-glove support for high-net-worth individuals and family-owned businesses

  • Guidance for trusts, estates, and multi-generational planning

  • Discreet, professional service with clear communication and documentation

  • Proven strategies for minimizing tax exposure and preserving wealth

  • Availability year-round—not just in tax season


Our Financial Services for Hancock Park Clients

Our team works closely with each client to understand your financial picture and build a plan that aligns with your priorities—whether that’s expanding a business, optimizing tax outcomes, or securing your family’s future.


Personalized Tax Planning & Filing

We provide in-depth federal and California tax services for individuals, couples, and households—with a focus on strategy, efficiency, and compliance.


Business Accounting & Advisory

From private practices and creative agencies to real estate ventures, we offer full-service bookkeeping, reporting, and consulting for local businesses and partnerships.


Real Estate Tax Strategy

Whether you own income-generating properties or manage multi-unit developments, we help navigate 1031 exchanges, depreciation schedules, and rental income reporting.


Trust & Estate Coordination

We work alongside your legal team or family office to provide accurate, timely filings and insight into fiduciary obligations and long-term tax implications.


Quarterly & Annual Financial Reviews

We help clients plan ahead—evaluating income trends, setting aside for estimated taxes, and reviewing business performance with a strategic lens.


Catch-Up & Clean-Up Services

Need to organize prior years’ records or get on top of delayed filings? We offer nonjudgmental support to get your finances back in good shape.


Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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The Financial Landscape of Hancock Park

As one of LA’s most established and affluent neighborhoods, Hancock Park is home to a wide spectrum of financial realities—many of which go beyond standard tax forms. High-value property ownership, investment portfolios, business income, and family legacies often intersect. These layered financial lives require experienced, nuanced support.


Mofrad Financial Solutions is equipped to meet those needs. We serve as your trusted financial partner, helping you protect what you’ve built and grow with intention.


Local, Reliable Expertise You Can Count On

We take pride in the relationships we build with our clients—rooted in professionalism, transparency, and consistent service. Whether you’re managing inherited wealth or launching a new venture, we’re here to help you make sound financial decisions, backed by decades of experience and deep knowledge of California tax law.


Clients in 90004 and 90020 choose us for:


  • Reliable support from a highly qualified team

  • Flexible scheduling and secure document sharing

  • Services in multiple languages, including Farsi and Spanish

  • Honest advice delivered with empathy and precision

  • A long-term approach to tax planning, wealth preservation, and business growth


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 offer tax planning for multiple property owners?

Yes. We work with clients who manage residential and commercial properties throughout LA and can help you optimize deductions and reporting.


Can you coordinate with my attorney or wealth advisor?

Absolutely. We frequently collaborate with estate attorneys and financial advisors to align strategies and keep all professionals on the same page.


I inherited a trust this year—do I need help filing taxes?

Likely, yes. We assist trustees and beneficiaries in meeting their filing obligations while minimizing the impact of distributions or asset transfers.


Do you work with incorporated businesses or just individuals?

Both. We serve local corporations, LLCs, and family businesses with full-service bookkeeping, tax planning, and quarterly compliance.


Are your services confidential?

Yes. We take privacy seriously and adhere to strict confidentiality protocols across all client relationships.


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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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