Tax & Financial Guidance for Professionals and Families in Pacific Palisades
Overlooking the Pacific Ocean and framed by the Santa Monica Mountains, Pacific Palisades is known for its coastal beauty, peaceful neighborhoods, and highly engaged community of professionals, entrepreneurs, and families. Whether you’re managing a household, running a business, or planning for retirement, this is a community that values privacy, precision, and long-term financial health.
At Mofrad Financial Solutions, we provide sophisticated tax and accounting services tailored to the pace and priorities of Pacific Palisades residents. From high-earning individuals to multigenerational households and boutique business owners, we offer dependable, discreet financial expertise designed to support your goals and protect your assets.
Why Pacific Palisades Clients Trust Mofrad Financial Solutions
Residents of Pacific Palisades often lead full and dynamic lives. They need a financial partner who can help make sense of complex returns, guide strategic decisions, and offer proactive advice throughout the year—not just during tax season.
Here’s what our Palisades clients appreciate:
Clear communication, prompt responses, and dependable follow-through
Deep experience with real estate, business ownership, and investment income
Customized tax planning for long-term financial wellness
Sensitivity to confidentiality and high-net-worth considerations
Flexible remote and in-person consultations tailored to your schedule
Our Financial & Tax Services for Pacific Palisades Residents
We serve individuals and businesses throughout The Riviera, The Alphabet Streets, Castellammare, and the Highlands—each with distinct financial needs and goals. Our services are designed to meet them all with care and accuracy.
Executive & High-Income Tax Filings
We handle multi-income tax returns for professionals with stock options, investment gains, and multiple properties—maximizing deductions and staying IRS-compliant.
Personalized Bookkeeping for Small Businesses
Whether you own a creative firm or provide high-end services from home, we offer monthly or quarterly bookkeeping to keep your business organized and financially sound.
Trust, Estate & Inheritance Tax Consulting
We provide support for families managing estates, intergenerational asset transfers, and inherited wealth, ensuring smooth compliance and strategic planning.
Rental Property Tax Services
From second homes to rental portfolios, we handle depreciation tracking, expense categorization, and tax reporting for real estate income.
Financial Strategy & Forecasting
Need a second opinion or a better budgeting system? We offer one-on-one sessions to build tax-smart strategies aligned with your long-term vision.
Audit Support & IRS Resolution
If you’re facing an audit or need to respond to tax authority notices, we provide professional representation and clarity through the process.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
Helping Palisades Clients Preserve Wealth and Plan Ahead
The financial lives of Palisades residents are often layered: retirement accounts, trusts, home equity, children’s education planning, and more. We help you see the full picture—and make informed decisions that safeguard your financial future.
At Mofrad Financial Solutions, we believe in proactive planning and personalized service. Whether you need help organizing this year’s tax documents or building a five-year financial roadmap, our team is here to support you with honesty and attention to detail.
Financial Services Built on Relationships and Results
Our clients in the 90272 ZIP code trust us to deliver not just tax prep, but continuity and peace of mind. We work closely with professionals in law, medicine, finance, and real estate—as well as retirees and business owners—providing ongoing guidance you can rely on.
Here’s what working with us feels like:
No guesswork—just smart, structured plans
Conversations that respect your time and privacy
Solutions built to simplify, not complicate
A dedicated team who understands LA’s financial ecosystem
Personalized support that grows with your family or business
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 own property in multiple states. Can you still prepare my taxes?
Yes. We handle multi-state filings and ensure compliance with both California and out-of-state tax regulations.
Do you work with financial advisors and estate planners?
Absolutely. We’re happy to coordinate with your advisory team to align your tax strategy with broader wealth management plans.
My business is registered as an S-Corp. Can you handle filings?
Yes, we file federal and California returns for S-Corps, including payroll and owner compensation planning.
Can you help me catch up on past filings?
Definitely. We specialize in getting clients current and compliant—without judgment—through a streamlined catch-up process.
Are virtual consultations available?
Yes. We offer phone, video, and secure digital collaboration to accommodate busy or remote clients.