Financial Clarity & Expert Tax Services in Santa Monica, CA
With its oceanfront energy, vibrant startup scene, and a diverse community of entrepreneurs and professionals, Santa Monica, CA offers more than just coastal charm—it’s a hub of innovation, creativity, and opportunity. Whether you’re running a digital agency on Main Street, managing a rental property near Ocean Park, or freelancing in the entertainment industry, financial clarity is key to maintaining momentum.
At Mofrad Financial Solutions, we provide Santa Monica residents and business owners with strategic tax planning, accurate accounting, and thoughtful financial consulting. Our approach is built for modern professionals—people with busy lives, complex income streams, and goals that extend well beyond tax season.
We bring the insight, tools, and personalized support you need to keep your finances organized and working in your favor—so you can focus on your craft, your business, or your next move.
Why Santa Monica Professionals Choose Mofrad Financial Solutions
Life in Santa Monica is fast-paced and forward-thinking—and your financial support should be too. We understand that many of our clients manage side ventures, freelance work, startup equity, or income from multiple sources. That’s why we offer guidance that adapts to your career and your lifestyle.
What makes us a valuable partner for clients in Santa Monica:
Familiarity with freelance, remote, and startup-based income
Responsive, detail-oriented service for professionals on the go
Tax strategies tailored for digital nomads, creators, and entrepreneurs
Multilingual team with experience across diverse financial profiles
Tools and insights that help you plan, not just react
Tailored Financial Services for Santa Monica Residents
From first-time business owners to seasoned investors and tech professionals, we offer flexible, results-focused services designed to simplify your financial world.
Freelance & Independent Contractor Support
We specialize in serving independent workers in tech, media, design, and consulting—helping you track income, manage expenses, and stay ahead of your tax obligations.
Personal & Family Tax Preparation
We handle everything from simple W-2 filings to more complex returns involving rental properties, investments, or multi-state income. Our goal is to keep things efficient and accurate.
Business Accounting & Reporting
Running a boutique business or growing agency? We provide monthly bookkeeping, revenue tracking, and financial reports that help you stay organized and scale with confidence.
Startup Tax Strategy & Entity Selection
Founders and early-stage entrepreneurs turn to us for help choosing the right structure—LLC, S Corp, C Corp—and setting up tax strategies that align with long-term goals.
Real Estate Tax Services
If you own property in or around Santa Monica, we assist with rental income reporting, depreciation schedules, and long-term planning for real estate wealth.
Financial Planning for High-Earning Professionals
We work with physicians, attorneys, and corporate executives to implement forward-thinking tax plans that preserve wealth and reduce unnecessary liabilities.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
Working & Living in Santa Monica, CA
Santa Monica’s energy is entrepreneurial and creative—from beachfront tech startups and freelancers working out of co-working spaces to local businesses and family-run firms that have been here for decades.
Many residents manage dynamic income, operate as sole proprietors, or hold equity in multiple ventures. Others are focused on balancing business growth with lifestyle goals. At Mofrad Financial Solutions, we help you bring structure to your financial world, so you can focus on performance without getting buried in paperwork or tax stress.
What to Expect When You Work With Us
We know that clients in Santa Monica value flexibility, professionalism, and thoughtful communication. Whether we’re meeting virtually or in person, you can expect:
Direct access to an experienced financial advisor
A judgment-free, consultative approach to your questions and concerns
Transparent pricing and a clear roadmap for your services
Secure digital infrastructure for document uploads and reporting
Support that grows with your career or business evolution
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 work for a startup—can you help with equity and stock options?
Yes. We work with clients who receive ISOs, RSUs, and other forms of equity compensation. We’ll walk you through how they’re taxed and how to plan for liquidity events.
I have income from multiple sources—how do you handle that?
We take a comprehensive view of your finances, including W-2 income, 1099 work, investments, and business activity, to file accurately and optimize your tax position.
Can you help with quarterly estimated taxes?
Absolutely. We’ll calculate and schedule your estimated payments, so you can avoid underpayment penalties and budget more effectively throughout the year.
Do you offer remote or virtual appointments?
Yes. Many of our Santa Monica clients meet with us virtually and use our secure online portal for uploading documents, reviewing reports, and staying in touch.
I run a small agency—can you support bookkeeping and payroll?
Yes. We offer ongoing bookkeeping and full payroll support for businesses of all sizes, including creative agencies, consultancies, and service-based firms.