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Mofrad Financial Solutions

Trusted Financial Consulting in Mount Washington, CA

Trusted Tax & Financial Services for Mount Washington Homeowners, Creatives & Professionals

Perched above the bustle of Northeast LA, Mount Washington is known for its hillside homes, scenic views, and tight-knit, artistic community. With its peaceful, residential vibe and a mix of professionals, educators, and self-employed residents, the neighborhood values independence—and that extends to how people manage their money.


At Mofrad Financial Solutions, we offer Mount Washington clients personalized tax, bookkeeping, and financial support designed for modern, multifaceted lives. Whether you split your time between freelance gigs and a full-time job, or you’re a homeowner looking to make smart long-term plans, we’re here to simplify the numbers and reduce your stress.


Why Mount Washington Clients Rely on Mofrad Financial Solutions

We understand that no two financial situations look the same—especially in a place like Mount Washington, where careers and income sources often span creative, academic, and entrepreneurial sectors. Our firm tailors every service to your specific goals, helping you stay organized, informed, and empowered.


Here’s what you can expect when you work with us:


  • One-on-one service built on trust and transparency

  • Experience with blended incomes, freelance taxes, and family budgeting

  • Honest, accessible financial advice (minus the jargon)

  • Flexible options for remote or in-person support

  • A long-term partner who cares about your financial well-being


Financial Services for the Mount Washington Lifestyle

Whether you’re an artist with inconsistent income, a professor managing multiple accounts, or a couple filing jointly with rental property income, we can help you navigate your finances with clarity and ease.


Personalized Tax Preparation

We handle federal and state filings for individuals, married couples, and self-employed professionals—maximizing deductions and ensuring compliance with changing tax laws.


Small Business & Freelance Tax Support

We help gig workers, consultants, and side-hustlers organize expenses, estimate quarterly payments, and stay audit-ready.


Budgeting & Planning for Households

Many Mount Washington clients juggle multiple income sources or property-related expenses. We bring structure to your finances so you can plan with confidence.


Bookkeeping for Microbusinesses

If you run a small shop, studio, or online business from your home, we’ll keep your books clean, accurate, and ready for tax season.


Rental Property & Real Estate Tax Guidance

We help homeowners and landlords understand how to report rental income, manage depreciation, and make the most of property-related tax breaks.


Support with IRS Notices or Past Due Filings

Fallen behind or facing a notice? We step in to help resolve the issue, file retroactively, and handle communication with tax authorities on your behalf.


Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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Financial Support That Matches Mount Washington’s Quiet Strength

Mount Washington is one of LA’s most serene and community-focused neighborhoods. It’s a place where residents value quality of life, thoughtful planning, and meaningful work.


At Mofrad Financial Solutions, we align with those same principles—offering calm, consistent guidance that supports your goals without pressure or complexity.

Whether you’re raising a family, building your business, or planning for future investments, we’re here to help every step of the way.


Local Financial Help for 90065 & the Surrounding Area

From San Rafael Avenue to Museum Drive, we serve clients across Mount Washington and the greater 90065 area. Whether you prefer remote check-ins or a sit-down consultation, our team is ready to support you on your terms.


Why our clients return year after year:


  • Transparent pricing and proactive communication

  • Secure systems for sharing documents and e-signing

  • Responsive support—no waiting until April for answers

  • Customized solutions based on your goals, not a generic template

  • An approachable team that explains the “why” behind the numbers


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 earn income from both teaching and consulting—can you help?

Absolutely. We specialize in working with clients who have multiple income streams and can structure your taxes to maximize savings and reduce stress.


What if I run a small business from home?

We’ll help set up systems for tracking expenses, managing invoices, and preparing accurate financials so you can stay compliant and profitable.


Do you offer help with estimated taxes?

Yes. We calculate and schedule your quarterly payments to prevent underpayment penalties and avoid surprises.


I’ve received a tax notice—what should I do?

Send it to us. We’ll review the details, explain what it means, and handle next steps with the IRS or California Franchise Tax Board as needed.


Can I meet with you virtually?

Yes. We offer secure video meetings and online systems so you can work with us from the comfort of your home.


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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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