Tax Preparation & Financial Planning for Lincoln Heights Residents & Business Owners
Just east of Downtown LA and full of rich history, Lincoln Heights is one of the city’s oldest neighborhoods—now evolving into a vibrant home for families, entrepreneurs, and community-driven creatives. Whether you’re running a small shop on Broadway, renting out property, or navigating multiple income sources, staying on top of your finances is key to long-term success.
At Mofrad Financial Solutions, we serve Lincoln Heights with straightforward tax, accounting, and business consulting services that adapt to your lifestyle. We believe in honest advice, reliable systems, and local relationships that make your financial life easier.
Why Lincoln Heights Clients Trust Mofrad Financial Solutions
From homeowners to side hustlers to local nonprofits, Lincoln Heights clients want professional help without the big-firm pressure. We meet you where you are, offering clear guidance that helps you manage your money with confidence—whether you’re filing taxes, running payroll, or just trying to get organized.
Here’s what sets us apart:
Experience with multi-income households and growing businesses
Bilingual services and clear, respectful communication
Familiarity with local tax issues, credits, and small business incentives
Flexible appointments—virtual or in-person based on your needs
Friendly service with a neighborhood feel
Financial Services Designed for Lincoln Heights’ Diverse Economy
Lincoln Heights is full of people doing a little bit of everything—retail, trades, creative work, caregiving, education, and more. Our team builds solutions that work with your unique combination of income, goals, and budget.
Individual Tax Filing
We prepare accurate, thorough returns that include W-2 income, freelance work, dependent credits, and deductions relevant to your lifestyle.
Small Business Bookkeeping & Reporting
Local entrepreneurs rely on us for clean books, monthly financial reports, and hands-on guidance for better decision-making throughout the year.
Side Hustle & Contractor Support
Whether you deliver, design, or consult, we’ll help you manage self-employment income, track expenses, and file taxes correctly.
Property & Rental Tax Services
Own a rental unit or inherited property? We’ll help you understand what’s taxable, what’s deductible, and how to stay compliant.
Back Taxes, Notices & Audit Help
If you’ve missed filings or received a notice from the IRS or Franchise Tax Board, we’ll handle it discreetly and efficiently—without judgment.
Year-Round Planning
We don’t just show up in April. Our advisory support helps clients plan ahead, budget smarter, and avoid tax season surprises.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
A Neighborhood Built on Hard Work & Resilience
Lincoln Heights is a community that’s rich in history and strong in character. Families here are committed to building better futures, investing in education, and supporting one another.
At Mofrad Financial Solutions, we’re proud to support that vision by offering dependable financial services that help our neighbors grow, save, and thrive. Whether you’re managing a household, launching a new business, or seeking better structure for your finances, our team is ready to guide you forward.
Serving the 90031 ZIP Code & Surrounding Areas
From Ave 26 to Lincoln Park, we work with clients across the neighborhood and nearby areas like Cypress Park, El Sereno, and Montecito Heights. Our services are flexible, confidential, and built for everyday people—whether you’re a first-time filer or an experienced entrepreneur.
Here’s how we work:
No-stress consultations with helpful guidance
Affordable pricing and no surprise fees
Easy-to-use tools for document upload and digital signatures
Detailed timelines so you know what to expect
Real people ready to answer your questions and advocate for you
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 work two jobs and run a small business. Can you handle that?
Yes! We regularly support clients with multiple income streams and can help you file accurately and take advantage of every deduction you qualify for.
I haven’t filed in a couple years—can I still work with you?
Definitely. We’ll review your situation, help you get caught up, and guide you through any next steps with the IRS or California tax agencies.
Do you help Spanish-speaking clients?
Yes, we offer bilingual services and ensure all communication is clear and respectful.
Can I deduct rent or home office expenses?
If you’re self-employed or working remotely, we’ll evaluate what you qualify for and make sure it’s included in your return.
I don’t have a business license yet—can you help me start one?
Absolutely. We assist new businesses with formation, licensing, and setting up simple accounting systems from the beginning.