Thoughtful Tax & Financial Services for Montecito Heights Professionals, Creatives & Homeowners
Perched between Highland Park and Lincoln Heights, Montecito Heights is one of Northeast LA’s best-kept secrets—where nature and city life meet on winding roads with sweeping views. Whether you’re a long-time resident or recently made this hillside community your home, one thing remains constant: managing your finances shouldn’t be overwhelming.
At Mofrad Financial Solutions, we bring personalized tax preparation, bookkeeping, and strategic planning services to the people of Montecito Heights. From homeowners and self-employed artists to educators and small business owners, we support every client with care, clarity, and consistent communication.
Why Montecito Heights Residents Choose Mofrad Financial Solutions
Our clients value independence, privacy, and long-term security—and they want a financial partner who can offer the same. We understand that financial services aren’t one-size-fits-all. That’s why we tailor our support to match your lifestyle, income streams, and future goals.
What makes our approach different:
We’re accessible year-round—not just at tax time
We offer flexible appointments (in-person or virtual)
We specialize in blended income, self-employment, and property ownership
We respect your time and simplify what’s often overly complex
We offer practical advice, not sales pitches
Services That Reflect the Montecito Heights Mindset
Living in Montecito Heights often means wearing many hats—landlord, freelancer, contractor, or full-time employee. Our services are designed to meet you where you are and guide you to where you want to go.
Comprehensive Tax Preparation
We prepare accurate, on-time filings that take advantage of every applicable credit and deduction—whether you’re filing solo or with a spouse, as an employee or independent worker.
Accounting for the Self-Employed
Working on creative projects, running a consulting business, or juggling side gigs? We help track income and expenses, file quarterly taxes, and stay audit-ready.
Bookkeeping for Small & Home-Based Businesses
From invoices to bank reconciliations, we offer light-touch bookkeeping that keeps your finances clean without the need for full-time staff.
Rental Property & Investment Income Tax Filing
If you own rental property or receive passive income, we’ll help you report it properly and reduce your tax liability through depreciation and smart structuring.
Tax Resolution & Compliance Support
Received an IRS or FTB notice? We’ll help you respond, negotiate, and correct any outstanding filings to avoid penalties or interest.
Planning & Strategy for the Future
We provide financial insight that extends beyond one tax season—helping you set goals, understand cash flow, and prepare for long-term success.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
A Hidden Hillside Gem With a Vision for the Future
Montecito Heights is more than just a scenic neighborhood—it’s a community with vision. Locals take pride in their homes, invest in their futures, and value the calm that comes from being organized and prepared. That’s exactly what we aim to provide with every consultation and financial plan.
Whether you’re managing your first tax season as a freelancer or restructuring finances for a growing family, Mofrad Financial Solutions is here to help.
Supporting the 90031 Community with Trust & Transparency
We proudly serve residents throughout Montecito Heights and surrounding neighborhoods including Elysian Park, Cypress Park, and Lincoln Heights. Our clients love that we make financial matters easier—without upselling or outsourcing.
What you can expect:
Direct access to an experienced, licensed tax team
Quick turnaround times and clear timelines
No surprise fees or confusing add-ons
Friendly service with local insight
Tools and support to help you feel in control year-round
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
Can you help if I’ve never worked with a tax preparer before?
Absolutely. We’ll walk you through the entire process, answer your questions, and make sure everything is filed properly and on time.
I work remotely and get a 1099. Do I qualify for any deductions?
Yes—we’ll help identify eligible write-offs like your home office, internet, equipment, and more based on your line of work.
What’s the benefit of using a professional instead of doing taxes myself?
You get peace of mind, better accuracy, and often greater tax savings. We also help with long-term planning that DIY tools don’t offer.
I just inherited a property. Can you help me handle the tax side?
Yes. We’ll walk you through your options for filing, capital gains, and future planning, tailored to your inheritance and financial goals.
Do you offer services outside of tax season?
Yes. We offer ongoing financial consulting, business support, bookkeeping, and IRS resolution services all year long.