Accessible Tax & Accounting Services in Rosemead, CA
Located in the heart of the San Gabriel Valley, Rosemead, CA is a city driven by hard-working families, local businesses, and a growing community of entrepreneurs. Whether you're managing a restaurant, launching an e-commerce venture, or juggling multiple jobs to support your household, you need financial systems that are accurate, affordable, and built around your real-life needs.
At Mofrad Financial Solutions, we provide personalized tax and accounting support for individuals, families, and businesses across Rosemead. From basic tax preparation to full-service bookkeeping and planning, we help you stay organized, save time, and feel confident in your financial decisions.
We know that financial support should feel like a partnership—not a transaction. That’s why we bring a patient, people-first approach to every client relationship.
Why Rosemead Residents Trust Mofrad Financial Solutions
Our clients in Rosemead come from many walks of life—first-generation business owners, working parents, retirees, and professionals building something of their own. They’re looking for honest advice, dependable service, and someone who will explain things clearly.
Here’s what makes our firm a trusted choice in Rosemead:
Flexible service options for self-employed workers, families, and small businesses
Bilingual support and cultural awareness for a diverse local community
Tax planning with your long-term stability in mind—not just annual filings
Affordable, transparent pricing with no surprise charges
A warm, responsive team that treats you like a person—not just a file
Financial Services Designed for Rosemead Households & Businesses
Whether you’re filing taxes for the first time, trying to get your books in order, or growing a neighborhood business, we meet you where you are and build systems that fit your goals.
Personal Income Tax Preparation
We prepare accurate, stress-free tax returns for W-2 employees, families, retirees, and individuals with side income or rental properties. We’ll help you avoid mistakes and find every credit you’re entitled to.
Bookkeeping for Local Businesses
From small shops to service-based businesses, we handle your day-to-day financial tracking, ensure your records are clean, and help you prepare for tax season with confidence.
Restaurant & Retail Business Support
Own a food business or retail shop in Rosemead? We understand your unique expenses, reporting needs, and compliance requirements—and help you stay profitable and organized.
Tax Support for Multi-Job Income
Working multiple jobs, driving for delivery apps, or earning 1099 income? We’ll help you report everything properly and avoid underpayment penalties or audit risks.
Affordable Business Startup Guidance
Thinking about starting your own business? We help you set up the right structure (LLC, sole proprietorship, etc.), register correctly, and understand what records you’ll need to keep.
Year-Round Tax Planning & Education
We don’t just disappear after April. Our clients benefit from year-round support, reminders, and guidance to avoid surprises and prepare for future changes.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
The Working Class Energy of Rosemead, CA
Rosemead is a city powered by determination. It’s home to small business owners, skilled tradespeople, young professionals, and families who know what it means to work hard. That same spirit drives their financial goals—whether it’s saving for a child’s education, buying a first home, or turning a side hustle into a stable business.
But many people here are also navigating a complicated tax system, often for the first time, and trying to make sense of rules that weren’t written with them in mind. That’s where Mofrad Financial Solutions comes in—to provide clear answers, accessible tools, and reliable support no matter your income level or background.
What You Can Expect When You Work With Us
We believe everyone deserves access to high-quality financial help, whether you’re earning six figures or just starting out. Our process is simple, secure, and designed to help you feel informed—not overwhelmed.
Here’s what you’ll experience as a client:
A judgment-free space to ask questions and get real answers
Step-by-step guidance for paperwork, deadlines, and compliance
Services available in multiple languages including Spanish, Mandarin, and Farsi
Flexible appointment times and virtual options for busy schedules
A team that’s committed to earning your trust and delivering real value
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 multiple jobs—do I need to file anything different?
Yes, and we can help. We’ll walk you through how to properly report income from different employers or side gigs, and ensure you stay compliant with both state and federal rules.
I’ve never worked with a tax advisor before. How does it work?
We make it simple. During your free consultation, we’ll review your situation, explain the documents we’ll need, and give you a clear next step. We’ll guide you through every part of the process.
Do you help business owners who don’t have a bookkeeper?
Yes. We offer affordable monthly or quarterly bookkeeping packages so you don’t have to manage it yourself—or worry about it falling behind.
I just opened a business—do I have to pay estimated taxes?
Most likely. We’ll help you determine if you owe quarterly estimated taxes and assist with calculating and scheduling payments.
Is your service available in my preferred language?
Yes. We offer multilingual support and work with many clients who prefer services in Mandarin, Cantonese, Farsi, or Spanish. Just let us know your preference during your consultation.