Professional Tax & Financial Solutions for Manhattan Beach, CA
Perched along the Pacific coast with its scenic beaches, upscale homes, and vibrant downtown, Manhattan Beach, CA is more than a surf town—it’s a city full of entrepreneurs, business owners, and high-earning professionals who appreciate both lifestyle and legacy. Whether you’re running a boutique agency near Manhattan Village or managing investment properties throughout the South Bay, keeping your finances in order is essential to sustaining your success.
At Mofrad Financial Solutions, we provide Manhattan Beach residents with expert-level tax preparation, accounting services, and long-term financial guidance. Our clients seek efficiency, discretion, and accuracy—and that’s exactly what we deliver. We help you plan ahead, avoid surprises, and make smarter financial decisions that support both your business and personal goals.
If you want a responsive, relationship-focused financial partner who understands the rhythm of life in the South Bay, we’re here for you.
Why Manhattan Beach Clients Work With Mofrad Financial Solutions
Life in Manhattan Beach is about balance—between business and personal freedom, planning and spontaneity, growth and security. Our clients are professionals and entrepreneurs who are busy building something—and they rely on us to keep the back end of their financial life running smoothly.
Here’s what sets us apart for clients in Manhattan Beach:
Industry knowledge across real estate, tech, consulting, and retail
Personalized service with flexible scheduling for your busy life
Forward-looking tax strategies for professionals and small businesses
Support for both individual and family finances under one roof
A high-touch, boutique approach backed by decades of experience
Smart Financial Services for Manhattan Beach Residents
From self-employed creatives to multi-entity business owners, we offer tailored solutions to simplify your operations and optimize your outcomes.
High-Earning Individual Tax Services
We assist professionals in medicine, law, tech, and finance with advanced tax planning that includes stock options, bonuses, and real estate holdings.
Coastal Business Bookkeeping
Local boutiques, consulting firms, and small companies rely on us for clean, accurate bookkeeping that supports better decision-making and a clear financial picture.
Real Estate Investment Tax Strategy
If you own or manage income-producing properties in the South Bay, we help with expense tracking, depreciation planning, and capital gains strategy.
Business Entity Structuring & Support
Whether you’re forming an LLC, managing an S Corp, or considering a restructure, we help you align your business setup with your financial goals and tax efficiency.
Planning for Work-Life Transitions
We work with clients who are scaling back, selling businesses, or preparing for major life changes—and help them build tax-smart plans for what’s next.
Remote-Friendly Services for Busy Professionals
On the road? Balancing a hectic schedule? We offer fully remote, secure services so you can get high-level financial support without stepping away from your day.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
The Professional Vibe of Manhattan Beach
Manhattan Beach offers a unique mix of relaxed living and entrepreneurial drive. From high-level consultants and startup founders to independent real estate professionals and service-based businesses, the community thrives on innovation and self-direction.
But with that comes complexity: variable income, multiple business ventures, fluctuating revenue streams, and evolving goals. Our clients don’t just want to file taxes—they want a long-term financial strategy that fits their life.
At Mofrad Financial Solutions, we meet you with a plan that’s as dynamic as your career path—flexible, smart, and tailored for the future you’re building.
What to Expect From Our Team
Working with us means you get more than a tax preparer—you get a proactive, strategic partner who sees the big picture and keeps the small details in check.
Here’s what Manhattan Beach clients can expect:
Easy scheduling, responsive communication, and no surprises
Customized service packages to fit your unique financial world
Tax-saving insights you can actually use—not just reports you file away
Ongoing access to your advisor throughout the year
A clear roadmap to help you plan ahead, grow steadily, and stay protected
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 with irregular income—can you help with budgeting and tax planning?
Absolutely. We help independent professionals manage cash flow, estimate quarterly payments, and set up systems that reduce surprises and stress.
I have a business and personal taxes—can you handle both?
Yes. We offer combined packages that integrate your business and personal financial life, giving you a comprehensive plan that works across both.
I rent out a guesthouse—how do I report that income?
We’ll help you track expenses, understand the tax implications of short-term versus long-term rentals, and file accordingly.
Do you offer support for professional services firms?
Yes. We work with consultants, legal and medical professionals, and agency owners across the South Bay—offering support from formation to payroll and reporting.
Can we meet virtually?
Yes. Many of our clients prefer remote meetings, and we use secure digital tools to handle everything from document uploads to final filings.