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Mofrad Financial Solutions

Los Feliz Tax Planning & Wealth Management Services

Financial Clarity & Tax Support for Los Feliz Professionals & Households

Bordering Griffith Park and rich in architectural charm, Los Feliz is home to a blend of creatives, entrepreneurs, established professionals, and multigenerational families. Whether you’re operating a home-based design business, balancing freelance work with a full-time job, or managing investments and real estate, your financial needs deserve tailored, attentive service.


Mofrad Financial Solutions helps Los Feliz residents make sense of their money—from annual tax prep to long-term financial planning. We bring clarity, structure, and personalized guidance to every engagement so you can focus on building your life, business, or legacy.


Why Los Feliz Clients Partner With Mofrad Financial Solutions

Life in Los Feliz is comfortably dynamic—it’s an area full of ambition and character, with clients who often manage layered income or business responsibilities. Whether you’re managing a rental property, leading a boutique firm, or navigating freelance life, we bring the right mix of local insight and deep financial knowledge to support you.


Here’s why our Los Feliz clients keep coming back:


  • We provide tailored tax support for creative professionals, consultants, and families

  • We serve both individuals and growing businesses with personalized care

  • We adapt to your schedule—offering remote and in-person consultations

  • Flat-rate pricing means you’ll never get caught off guard by hidden fees

  • Our team is professional, discreet, and responsive year-round


Tax & Accounting Services for Los Feliz Residents

We support a wide range of clients—from high-earning professionals to independent creators—helping them stay organized, compliant, and financially empowered.


Tax Preparation for Individuals & Households

From W-2 earners to those with investments, trusts, or multiple sources of income, we handle your federal and state filings accurately and on time.


Strategic Tax Planning

Looking to lower your tax burden or prepare for upcoming life changes? We offer mid-year and year-end reviews with customized strategies.


Accounting for Small Businesses & Partnerships

We assist local businesses—whether you’re running a creative agency, retail shop, or family-owned LLC—with bookkeeping, financial statements, and growth-focused advisory.


Trust & Estate Tax Support

For clients managing inherited assets or family trusts, we help navigate the complexities of fiduciary filings and legacy planning.


Real Estate & Passive Income Reporting

Own rental property in or beyond Los Feliz? We track income, manage depreciation schedules, and ensure all write-offs are accurately applied.


Financial Clean-Up & Organization

If your records are a mess or you’ve fallen behind on tax filings, we’ll help you get everything sorted out—with empathy, not judgment.


Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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Understanding Financial Life in Los Feliz

From hillside estates to Spanish-style duplexes and historic apartment buildings, Los Feliz offers a wide range of living—and financial—situations. Many clients here balance creative work with family obligations, entrepreneurial ventures, or homeownership. Others are planning for the future, investing wisely, or simply trying to stay organized.


What they all share is the need for financial guidance that’s both personal and practical.

That’s where we come in. At Mofrad Financial Solutions, we don’t just crunch numbers. We help you understand what those numbers mean and how to use them to make smarter choices.


A Professional Partner for Every Stage of Your Journey

Whether you’re a first-time filer or an experienced business owner, we take time to understand your situation and create a plan that works for you. No one-size-fits-all templates. Just clear, intentional service delivered with care.


We’re proud to serve clients in Los Feliz (90027, 90068) and surrounding areas. Here’s what you can expect from our team:


  • Fast response times and flexible scheduling

  • Clean, digital systems that make document sharing easy

  • In-depth knowledge of California tax laws and compliance

  • Services available in multiple languages, including Farsi and Spanish

  • Long-term relationships built on trust and transparency


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 both a W-2 employee and a freelancer—can you handle that?

Yes. We regularly assist clients who manage both employment and self-employment income and will guide you through the best filing approach.


I bought a home in Los Feliz this year. Does that affect my taxes?

Likely, yes. We can help you claim deductions for mortgage interest, property taxes, and applicable credits.


Do you help families or just individuals?

We help individuals, couples, and families. Whether it’s joint filing, childcare credits, or dependents, we’ll make sure everything is accounted for.


Can you work with clients who have investments or stock options?

Absolutely. We assist with 1099s, RSUs, capital gains, and other investment-related tax matters.


Do you provide ongoing financial coaching or just tax prep?

We’re here year-round. Beyond tax filing, we offer quarterly reviews, goal-setting sessions, and support for managing both personal and business finances.


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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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