Boutique Financial Services for Larchmont Village & Windsor Square Professionals
Tucked between the urban pulse of Hollywood and the grandeur of Hancock Park, Larchmont Village and Windsor Square offer a quiet, refined lifestyle that values quality, character, and community. From well-established professionals and dual-income households to small business owners operating right off Larchmont Boulevard, the neighborhood is filled with people who appreciate both charm and efficiency—especially when it comes to managing their finances.
At Mofrad Financial Solutions, we specialize in discreet, dependable financial services for Larchmont and Windsor Square clients. Whether you’re balancing business growth with family planning, preparing for retirement, or navigating a complex tax landscape, we provide clear, customized support to help you move forward with confidence.
Why Clients in Larchmont & Windsor Square Choose Us
Our clients in this area are detail-oriented, goal-driven, and value long-term partnerships. They often manage diverse financial portfolios—rental properties, investment income, multiple W-2s—or run small but sophisticated businesses. We meet them with the same care and professionalism they bring to their own work.
Here’s what sets Mofrad Financial Solutions apart:
Personalized financial planning for professionals and property owners
Streamlined services for family-owned and boutique businesses
Tax strategies focused on preservation, planning, and long-term growth
Flexible consultations offered in person or virtually
Year-round guidance from a dedicated, highly experienced team
Specialized Financial Support for Residents & Entrepreneurs
From charming homes along Arden Boulevard to cozy storefronts near the Village strip, we serve individuals and businesses with a wide range of needs—always with an emphasis on quality, clarity, and responsiveness.
Individual & Household Tax Services
We help clients with straightforward or complex returns, including multiple income sources, trust disbursements, and long-term capital gains.
Boutique Business Accounting
From fashion consultants to wellness studios, we offer comprehensive bookkeeping, payroll, and sales tax management designed to simplify operations.
Real Estate & Rental Property Tax Management
Own property in the neighborhood or manage rental income elsewhere? We offer strategic support for depreciation, 1031 exchanges, and passive income planning.
S-Corp & LLC Support
If you operate a consulting business, creative agency, or small firm, we’ll manage your quarterly tax filings, ensure compliance, and optimize your structure for tax efficiency.
Trust, Inheritance & Estate Tax Planning
We work with families and legal representatives to provide tax-smart guidance for inherited assets and long-term wealth preservation.
Financial Health Reviews
Want a second opinion or help getting organized? We offer custom planning sessions to assess your current position and outline your next steps.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
A Neighborhood That Values Clarity and Discretion
Larchmont Village and Windsor Square are more than just beautiful places to live—they’re neighborhoods where people take pride in doing things the right way. Whether you’re raising a family, remodeling a home, or mentoring the next generation of business owners, we understand that your financial strategy needs to match your values.
Our team supports this community with honesty, transparency, and quiet precision. No flashy sales pitches—just thoughtful, expert service built around your needs.
Trusted by Your Neighbors, Valued for Our Expertise
We’re proud to support a growing number of professionals, creatives, and entrepreneurs in the 90004 and 90020 ZIP codes. Many of our Larchmont and Windsor Square clients come to us by referral—and stay with us for years.
Here’s what they appreciate most:
Prompt, confidential service
Clear explanations tailored to your financial fluency
Tools that make document sharing simple and secure
Bilingual team available for Spanish- and Farsi-speaking clients
Guidance that evolves as your finances do
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 earn a salary and freelance on the side—can you handle both?
Absolutely. We specialize in hybrid income streams and will ensure your tax return reflects all sources properly while minimizing liability.
We just set up a family trust. Can you help with the tax side?
Yes. We coordinate with estate attorneys and trustees to file correctly and reduce long-term tax burdens tied to distributions or asset transfers.
Do you assist with tax prep for rental property owners?
We do. From depreciation schedules to expense tracking, we ensure your real estate income is reported accurately and efficiently.
How do I know if I should form an LLC for my business?
We’ll walk through your business model, income levels, and goals to determine if an LLC—or S-Corp—makes sense, then help you set it up.
Is your team available outside of tax season?
Yes. We provide ongoing support year-round for planning, bookkeeping, and business operations—not just during filing season.