Full-Service Financial & Tax Firm in Monterey Park, CA
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Mofrad Financial Solutions

Full-Service Tax & Accounting Firm in Monterey Park, CA

Local Tax & Financial Services Rooted in Monterey Park, CA

As our home city and the foundation of our firm, Monterey Park, CA is where our story begins—and where we continue to serve a close-knit, hardworking community of individuals, families, and small business owners. Nestled in the western San Gabriel Valley, Monterey Park is a vibrant and diverse city filled with opportunity, ambition, and deep cultural roots.


At Mofrad Financial Solutions, we’re proud to be part of this community. From our local office, we’ve helped thousands of clients build stronger financial futures, reduce tax burdens, and feel more confident about their money. Whether you’re managing multiple income streams, launching a new business, or planning for retirement, we offer personalized service with a hometown touch.


We combine real-world knowledge of the local economy with nationally trusted expertise—bringing you the best of both worlds.


Why Our Neighbors in Monterey Park Trust Mofrad Financial Solutions

Being based in Monterey Park means more than just location—it means understanding the unique financial needs of our neighbors. We serve a community of business owners, professionals, first-generation entrepreneurs, and retirees who want to protect their earnings and make wise choices for the future.


Here’s why clients here choose to work with us:

  • A convenient, locally accessible office with flexible appointments

  • Multilingual team fluent in English, Mandarin, Spanish, Farsi, and more

  • Longstanding relationships with individuals and businesses across the area

  • Decades of combined experience handling local, state, and federal filings

  • A reputation built on integrity, professionalism, and real results


Our Services for Monterey Park Individuals & Businesses

We support a wide range of financial needs—from basic tax returns to in-depth planning for business expansion, real estate investments, and family wealth transfer.


Tax Filing for Families & Individuals

Whether you’re a salaried employee, retired, or self-employed, we make filing stress-free and accurate. We help you understand deductions, credits, and planning opportunities.


Business Accounting for Local Entrepreneurs

We work with Monterey Park businesses of all sizes—from restaurants and salons to real estate professionals and service providers—to maintain accurate books and support year-round financial success.


Financial Planning for First-Generation Professionals

If you’re building something for the first time—starting a business, buying property, or saving for your children—we offer financial guidance that supports your growth and protects your future.


Payroll & Contractor Compliance

We help businesses stay compliant with employee and contractor reporting rules, ensuring your payroll is accurate and your records are up to date.


Rental Property & Passive Income Strategy

Monterey Park homeowners with additional rental units or investment properties trust us to help with tax-efficient reporting, depreciation, and long-term planning.


Retirement Readiness & Legacy Planning

Whether retirement is 10 years away or already here, we’ll help you navigate taxes, account drawdowns, and estate considerations with clarity and care.

Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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Monterey Park: A Community of Opportunity

Monterey Park is more than just where we work—it’s a community we call home. Known for its cultural richness, thriving local economy, and entrepreneurial energy, the city has become a place where families build legacies and small businesses flourish.


We’re proud to support the people who make Monterey Park what it is. Our clients range from family-owned shops to tech-savvy startups, educators, healthcare workers, and retirees—each with a unique story and financial goals that deserve individualized support.


What It’s Like to Work With Us

We believe in relationships, not transactions. Whether we’re preparing your return, cleaning up your books, or helping you plan for the next chapter, you’ll always know who you’re working with and what to expect.


Here’s what our local clients can count on:

  • A warm, welcoming team with deep roots in the community

  • In-person or remote appointments based on your schedule

  • Services offered in the language you’re most comfortable with

  • A collaborative approach that puts your goals front and center

  • Long-term support, not just seasonal help


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


Where are you located in Monterey Park?

Our office is centrally located, making it easy to stop by for in-person appointments. We also offer secure virtual services for added convenience.


I run a small business and don’t know where to start—can you help?

Yes! We’ll guide you through the basics of tax responsibilities, bookkeeping, and how to grow with the right financial systems in place.


Do you offer bilingual or multilingual services?

Absolutely. Our team speaks multiple languages and works with clients from all backgrounds—ensuring clear communication every step of the way.


Can you help me plan for both my business and personal finances?

Yes. Many of our clients are business owners who also need help with personal tax strategy, retirement, or investment planning. We can manage both.


I’ve lived in Monterey Park for years—do you offer long-term support?

We do. Our firm is built on long-term relationships, and many of our clients have been with us for decades. We’re here to grow with you.

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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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