Accounting & Financial Services in Pasadena
Nestled at the base of the San Gabriel Mountains, Pasadena is known for its historic charm, vibrant business community, and diverse mix of residents. From tech entrepreneurs near Old Town to professionals in hillside estates, one thing is certain—managing your finances effectively is key to personal and business success.
At Mofrad Financial Solutions, we specialize in personalized financial services that meet the needs of Pasadena’s individuals, families, and small business owners. Whether you’re looking for expert bookkeeping, tax preparation, or long-term financial planning, our team is here to help you navigate it all with confidence.
We’ve worked with entrepreneurs, real estate investors, and high-income households across Pasadena who need clear answers and smart strategies. If you’re ready to simplify your finances and make smarter financial decisions, we’re just around the corner.
Why Pasadena Clients Choose Mofrad Financial Solutions
Pasadena residents value expertise, integrity, and efficiency—and that’s exactly what we deliver. With over 25 years of experience, we understand the complexities of California tax laws, the nuances of small business growth, and how to align financial goals with real-world outcomes.
Here’s why clients in Pasadena trust our team:
Every plan is tailored to your unique financial situation and goals
We offer proactive tax planning—not just year-end filing
We stay up to date on California and federal tax changes so you don’t have to
Services are multilingual—available in English, Spanish, Mandarin, and more
We provide long-term support, not one-time fixes
Our Financial Services for Pasadena Residents & Business Owners
Whether you need year-round bookkeeping or strategic advice for scaling your business, we offer full-service financial support to keep you organized, compliant, and future-ready.
Individual Tax Preparation & Planning
We help Pasadena residents make sense of complex tax rules. From deductions to credits to high-income optimization, we ensure you file accurately and minimize your liability.
Small Business Accounting
Running a business in Pasadena? We provide accurate bookkeeping, financial statements, and compliance reporting so you can focus on what matters—growth and profitability.
Strategic Tax Planning
Tax strategy isn’t just for the end of the year. We offer quarterly check-ins, projections, and planning tools to help you reduce taxes and keep more of what you earn.
Bookkeeping & Payroll Services
Stay organized and audit-ready with ongoing bookkeeping tailored to your business size and structure. We also handle payroll setup, compliance, and reporting.
Financial Consulting & Cash Flow Management
From startup guidance to succession planning, we advise Pasadena business owners on making smart, data-driven financial decisions to support long-term success.
Medicare & Retirement Planning
As you plan for retirement, we help you make informed decisions about Medicare options, long-term savings, and how to turn your assets into sustainable income.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
Living & Doing Business in Pasadena, CA
Pasadena is more than the Rose Parade—it’s a cultural and economic hub with a thriving small business scene and a wide range of income levels and financial needs. The city is home to young professionals, established families, and retirees—all of whom benefit from strategic financial guidance.
Many Pasadena homeowners face complex tax situations due to real estate holdings, high incomes, or investment portfolios. Small business owners here also deal with challenges like sales tax compliance, employee classification, and budgeting for growth. At Mofrad Financial Solutions, we understand these local dynamics—and we’re here to help you make informed, confident choices.
What Sets Mofrad Financial Solutions Apart
As a locally trusted firm based in Monterey Park and serving Greater Los Angeles, we know what Pasadena clients expect: responsiveness, accuracy, and solutions that actually work. Our team is made up of former IRS agents, CPAs, and financial experts who bring both technical knowledge and real-world insight to every engagement.
Here’s how we serve Pasadena clients:
Free initial consultation to review your needs
Transparent pricing and flexible service packages
Secure digital tools for document sharing and remote support
Multilingual support for diverse communities
Long-term relationships built on trust and results
Ready to Take Control of Your Finances?
If you’re a Pasadena resident or business owner who wants to get organized, reduce tax stress, and plan for the future, Mofrad Financial Solutions is here for you.
Call 213-388-8400 today to schedule your free consultation.
Expert financial solutions for your goals. You can count on us.
Frequently Asked Questions
Can you help with small business taxes in Pasadena?
Yes! We specialize in working with small businesses across many industries—from retail to real estate—and help with everything from bookkeeping to strategic tax planning.
Do you work with high-income individuals?
Absolutely. We provide advanced tax planning and wealth protection strategies tailored to high-net-worth individuals and households.
Are your services available remotely?
Yes. We offer secure, remote services using encrypted digital tools—ideal for busy professionals or business owners working from home.
How much do your services cost?
We offer transparent pricing based on your specific needs. After a free consultation, we’ll provide a clear estimate with no hidden fees.
Is Mofrad Financial Solutions familiar with California tax laws?
Yes—we have decades of experience navigating California’s unique tax landscape and can help you optimize your filings and stay compliant.