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Mofrad Financial Solutions

Marina del Rey Business Accounting & Tax Prep

Tax & Financial Services for Marina del Rey Professionals, Retirees & Business Owners

With its scenic harbor views, luxury condos, and proximity to both tech hubs and coastal serenity, Marina del Rey offers a lifestyle that blends relaxation with ambition. Whether you’re running a boutique business by the water, managing short-term rental income, or preparing for retirement, residents of this community often need strategic financial services that support growth, flexibility, and peace of mind.


At Mofrad Financial Solutions, we help individuals and businesses in Marina del Rey streamline their finances, lower tax burdens, and plan confidently for the future. We work with consultants, professionals, landlords, and retirees—delivering personal service with the expertise you’d expect from a top-tier financial partner.


Why Marina del Rey Clients Choose Mofrad Financial Solutions

From tech professionals in the Del Rey Arts District to retirees enjoying waterfront living, our Marina del Rey clients have one thing in common: they want their financial affairs handled efficiently, accurately, and with minimal stress.


Here’s why they work with us:


  • Specialized knowledge of local rental, investment, and small business tax scenarios

  • Friendly, high-touch service with total confidentiality

  • Forward-looking planning, not just retroactive filing

  • Remote or in-person consultations for convenience and flexibility

  • A team that understands both the Westside lifestyle and complex financial needs


Full-Service Tax & Accounting Solutions for Marina del Rey

Whether you’re anchored in a high-rise overlooking the marina or managing business operations nearby, we provide personalized support to keep your finances on course.


Individual Tax Preparation & Filing

We handle simple and complex returns alike, including W-2 income, investment portfolios, real estate activity, and retirement account distributions.


Short-Term Rental & Vacation Property Tax Support

Operating an Airbnb or Vrbo in the area? We’ll help you manage Schedule E income, depreciation, and allowable deductions to stay compliant and profitable.


Retirement Transition Planning

If you’re entering retirement or managing fixed income, we offer tailored tax strategies to preserve wealth and reduce surprises.


Self-Employed & Contractor Tax Services

We assist consultants, digital freelancers, and creative professionals with quarterly tax estimates, 1099 reporting, and deduction maximization.


Bookkeeping & Advisory for Local Businesses

From yacht service providers to hospitality operations, we provide monthly bookkeeping, reporting, and tax planning for small, service-based businesses.


Back Tax Filing & Audit Assistance

Behind on taxes? We’ll help you file missing returns, clean up your records, and communicate directly with tax agencies to resolve any issues.


Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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Financial Support for a Community That Values Lifestyle & Longevity

Marina del Rey isn’t just a place to live—it’s a place to enjoy life. Our clients often balance work and leisure, multiple revenue streams, and long-term planning. We help you stay organized and in control so that you can spend more time enjoying the view—and less time worrying about spreadsheets or IRS notices.


Whether you’re building a business, scaling back for retirement, or navigating a complex tax situation, Mofrad Financial Solutions is your partner in clarity, strategy, and results.


Local Service With a Long-Term Focus

Serving the 90292 area, we’ve earned the trust of clients who value proactive advice, secure systems, and consistent communication. Our approach is not just about the numbers—it’s about supporting your financial health in every season of life.


What you can expect from us:


  • Year-round access to a team that knows your name and your goals

  • Secure digital tools for smooth communication and documentation

  • Timely reminders and updates to help you stay ahead of tax deadlines

  • Holistic guidance that looks at the big picture—not just your return

  • Honest, straightforward advice from a team you can rely on


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 live part-time in Marina del Rey and part-time out of state. Can you help with taxes?

Yes. We handle multi-state tax filings and can help determine your residency status and how to allocate your income appropriately.


Do you support small hospitality or rental-based businesses?

Absolutely. We work with short-term rental operators, service providers, and local entrepreneurs to ensure compliance and profitability.


What if I missed last year’s return?

No problem. We’ll help you file any missed returns and navigate penalty relief options if needed.


I’m nearing retirement—can you help me plan for taxes?

Yes. We provide retirement tax planning services to help you time withdrawals, reduce income taxes, and preserve more of your savings.


Are your services available virtually?

Yes! We work with many clients entirely online using secure portals, video calls, and e-signatures for convenience and efficiency.


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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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