San Gabriel’s Small Business Accounting Experts
top of page
tax planning forms

Mofrad Financial Solutions

Small Business Accounting Experts in San Gabriel, CA

Small Business Accounting & Financial Services in San Gabriel, CA

Located just east of Los Angeles, San Gabriel blends historic roots with modern small business energy. From family-run shops along Valley Boulevard to professionals running service-based businesses from home, the people of San Gabriel are resourceful, ambitious, and community-minded. But whether you’re launching your first venture or managing long-term investments, financial clarity is critical.


That’s where Mofrad Financial Solutions comes in. With decades of experience supporting Southern California clients, our team provides dependable accounting, tax, and consulting services designed for individuals and small businesses in San Gabriel. We’re more than just tax preparers—we’re strategic partners who help you make smart financial decisions year-round.


If you need a trusted local advisor who speaks your language (literally and financially), we’re here to guide you—every step of the way.


Tailored Services for San Gabriel's Business Community

San Gabriel is home to a growing number of independent businesses, medical offices, consultants, and entrepreneurs—each with unique financial needs. Our approach is never one-size-fits-all. We work closely with you to understand your structure, cash flow, and long-term goals, then create a strategy that simplifies your life and strengthens your bottom line.


Why San Gabriel professionals choose Mofrad Financial Solutions:

  • Deep understanding of local industries and regulations

  • Multilingual support in English, Mandarin, Cantonese, Farsi, and more

  • Personalized guidance for each client—no cookie-cutter advice

  • Consistent support throughout the year—not just during tax season

  • Expertise in both personal and business financial planning


Accounting & Financial Solutions for San Gabriel Clients

We offer a full suite of financial services designed to help you stay compliant, maximize savings, and grow your wealth.


Tax Preparation for Individuals & Families

Filing your taxes shouldn’t be stressful. We help you navigate California and federal tax laws, identify deductions and credits, and file accurately—with confidence and ease.


Bookkeeping Services for Small Businesses

Keep your books clean, current, and audit-ready with ongoing bookkeeping that saves time and reduces stress. Perfect for local retail shops, independent contractors, and service businesses.


Tax Planning & Compliance

Don’t just file—plan. Our tax experts work with you proactively to develop a smart tax strategy that minimizes liabilities and keeps you in good standing with state and federal agencies.


Payroll & Quarterly Reporting

Managing employees or contractors? We handle payroll processing, tax withholdings, 1099s, and state reporting—so you can stay focused on running your business.


Business Entity Consulting

Not sure if an LLC, S Corp, or sole proprietorship is right for you? We help you select and set up the best entity structure to match your goals, industry, and risk level.


Retirement & Future Planning

As your income grows, so should your plan for the future. We provide guidance on SEP IRAs, investment strategies, and tax-efficient savings tools.

Mofrad Financial Solutions Staff

Ed Mofrad

5-F29A3647.jpg

Milton Rodriguez

11-F29A3667.jpg

Zongmao Wu

aerial view of houses in san gabriel, ca

Doing Business in San Gabriel, CA

San Gabriel is known for its cultural diversity, historic architecture, and a business-friendly atmosphere that encourages entrepreneurship. From established family-owned restaurants to fast-growing startups, this city supports innovation and community investment.


With a large immigrant population and multilingual business environment, many entrepreneurs face added complexity in understanding local tax laws, permits, and payroll compliance. At Mofrad Financial Solutions, we’re proud to be a bridge—offering clear, culturally sensitive financial advice that helps you thrive.


Many clients come to us after years of handling their own books or using impersonal software. They stay because we offer consistent, face-to-face support and smart insights that help them grow with confidence.


How Mofrad Financial Solutions Supports San Gabriel Clients

We know what it’s like to run a small business in LA County—and we understand the value of time, trust, and transparency. Whether you need help with your first tax filing or are seeking a long-term financial advisor, our team is here to serve.


Here’s what sets us apart for San Gabriel residents and business owners:

  • Bilingual and culturally aware team

  • Decades of experience with LA-area tax codes

  • In-person or virtual consultations available

  • Customized packages for startups, freelancers, and growing businesses

  • Year-round availability—we’re here when you need us, not just in April


Schedule a Consultation with Mofrad Financial Solutions

If you’re a San Gabriel business owner, freelancer, or resident looking for expert financial support, we’d love to help you bring clarity to your finances. Let’s simplify the complex and build a financial foundation that gives you peace of mind.


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


Do you work with small businesses in San Gabriel?

Yes! We specialize in supporting local businesses, from retail shops and restaurants to consultants and freelancers.


Can you help me if I’ve been doing my taxes on my own?

Absolutely. Many of our clients come to us after years of DIY taxes or generic software. We’ll help you uncover missed deductions and create a more effective plan going forward.


Do you speak Mandarin or Cantonese?

Yes. Our team includes multilingual professionals fluent in Mandarin, Cantonese, Farsi, and more—ensuring clear communication throughout the process.


How do your bookkeeping services work?

We tailor bookkeeping to your business size and needs. You’ll receive clean, accurate records, regular updates, and easy-to-read reports.


Are consultations available virtually?

Yes, we offer secure virtual appointments for convenience—ideal for busy professionals or those managing businesses from home.

Mofrad Logo.png
Screenshot 2024-07-19 at 2.49.51 AM.png

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.

bottom of page