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accounting services for tax planning

Mofrad Financial Solutions

Business Financial Services & Tax Help in Montebello, CA

Reliable Tax & Accounting Services for Montebello, CA Residents and Businesses

Situated just southeast of downtown Los Angeles, Montebello, CA is a proud, hard-working city built on a strong foundation of family-owned businesses, community spirit, and entrepreneurial ambition. Whether you're growing a local company, juggling multiple income streams, or simply looking for trustworthy financial guidance, you deserve a partner who understands the unique financial landscape of Montebello.


At Mofrad Financial Solutions, we deliver practical, approachable tax and accounting services tailored to the needs of Montebello’s individuals, families, and small business owners. Our team helps simplify the financial side of your life—so you can focus on building stability, supporting your loved ones, and reaching the next level of success.


With deep experience in both personal and business finance, we provide honest, actionable guidance you can rely on all year—not just at tax time.


Why Montebello Clients Count on Mofrad Financial Solutions

We serve a wide range of people in Montebello—from small business owners and independent contractors to salaried professionals and retirees. Many of our clients manage side income, rental properties, or family budgets with limited time and resources. What they need is clarity, consistency, and real support—and that’s what we deliver.


Here’s why Montebello residents and businesses turn to us:

  • Clear, friendly communication with real people (not call centers)

  • Bilingual support for Spanish-, Mandarin-, and Farsi-speaking clients

  • Flexible service options, including virtual consultations and document uploads

  • Affordable pricing built for everyday individuals and growing businesses

  • A team that’s truly invested in your long-term success


Financial Services for Montebello Residents & Small Businesses

We offer a comprehensive range of tax and accounting services to help you manage your income, stay compliant, and grow your business or personal finances with confidence.


Income Tax Preparation for Individuals & Families

Whether you’re filing jointly, managing dependents, or claiming deductions for education or mortgage interest, we’ll make sure your return is accurate, on time, and optimized for savings.


Bookkeeping for Local Businesses

We help Montebello business owners keep their finances in order with monthly bookkeeping, categorized transactions, clean ledgers, and easy-to-understand reports.


Self-Employed & 1099 Contractor Support

From Uber drivers to electricians and mobile notaries, we help gig workers and self-employed professionals manage quarterly payments, deductions, and tax filings.


Business Formation & Setup Services

Starting a business in Montebello? We help you choose the right structure (LLC, sole proprietorship, S Corp), register properly, and understand your filing obligations from the start.


Rental Property Income Reporting

Own one or more rental units? We help with expense tracking, depreciation, and year-end reporting to ensure your property income is fully accounted for and tax-efficient.


Financial Planning for Everyday Goals

Whether you’re saving for a down payment, planning a family budget, or considering retirement, we provide actionable financial advice to help you reach your milestones.

Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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Montebello’s Local Economy & Community Values

Montebello’s identity is rooted in resilience. From multi-generational businesses and skilled trades to local professionals and side-hustle entrepreneurs, the city thrives on hustle and heart. And that means its residents need financial systems that work just as hard.


We’re proud to support that spirit by offering tools and guidance that meet you where you are—whether you’re managing a family budget, expanding a small business, or preparing for life’s next big move. At Mofrad Financial Solutions, we don’t overcomplicate—we clarify, organize, and support.


What It’s Like to Work With Our Team

We believe that every client deserves to feel supported and informed. That’s why our approach is rooted in patience, respect, and real-world solutions—not accounting jargon or pressure tactics.


Here’s what working with us looks like:

  • A consultation that starts with listening, not selling

  • A transparent process with no surprise fees or fine print

  • Bilingual support and culturally sensitive communication

  • Digital tools that make your life easier (not more confusing)

  • Year-round access to advice, updates, and ongoing support


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 have a full-time job and a side hustle. Can you help with both?

Yes! We’ll help you combine W-2 and 1099 income correctly and identify all eligible deductions for your freelance or gig work.


I speak Spanish. Can someone on your team assist me in my language?

Absolutely. We offer Spanish-speaking services and work with many bilingual households in Montebello.


I’m opening a food truck—do I need a bookkeeper?

Yes, and we can help! We’ll track your expenses, sales, and vendor payments while helping you stay organized and tax-ready throughout the year.


Can I do everything online?

Yes. From virtual consultations to secure document uploads and e-signatures, we offer full remote capabilities if preferred.


I just bought a rental property. What do I need to file?

We’ll help you report income and expenses, set up a depreciation schedule, and determine what paperwork you’ll need to provide at tax time.

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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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