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
Milton Rodriguez
Zongmao Wu
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.