Small Business Tax Services in South Pasadena, CA
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Mofrad Financial Solutions

Small Business Tax Services in South Pasadena, CA

Personalized Accounting & Tax Planning in South Pasadena, CA

Tucked between Pasadena and Highland Park, South Pasadena, CA offers the charm of a small-town community with all the advantages of metro Los Angeles. From historic homes and family-run shops to creative professionals and remote workers, South Pasadena is filled with people who value a thoughtful, well-balanced lifestyle—and want their finances to reflect the same.


At Mofrad Financial Solutions, we provide tax, accounting, and advisory services built around the needs of individuals, families, and business owners in South Pasadena. Whether you’re managing generational wealth, running a home-based business, or just trying to stay ahead of tax deadlines, we deliver practical, personalized support.


We understand the value of time, trust, and transparency. That’s why everything we do is designed to bring clarity and control to your financial world—so you can focus on what matters most.


Why South Pasadena Clients Rely on Mofrad Financial Solutions

Our clients in South Pasadena are teachers, creatives, business owners, consultants, and retirees. Many work from home, earn freelance income, or juggle multiple financial roles within their households. What they all have in common is the desire for calm, clear, consistent financial guidance.


Here’s what makes us a great match for this community:

  • Thoughtful service for households with multiple income sources

  • Support for long-time residents, local entrepreneurs, and new professionals

  • Tax-smart strategies built for families, sole proprietors, and real estate owners

  • Year-round availability for ongoing questions and planning

  • A team that values relationship and discretion as much as technical accuracy


Financial Services Tailored to South Pasadena

Whether you need help with a single tax return or an ongoing accounting partner for your small business, our services are flexible, dependable, and built around your lifestyle.


Individual & Household Tax Returns

We make filing easy and efficient for South Pasadena residents with W-2 income, investment holdings, dependents, homeownership, and everything in between.


Freelance & Consulting Income Support

If you earn through 1099 contracts, project-based gigs, or side work, we’ll help you track income, claim deductions, and plan for quarterly payments—without the confusion.


Small Business Bookkeeping & Compliance

Running a shop on Mission Street or operating a business from home? We manage your books, categorize your expenses, and ensure you’re set up for success year-round.


Real Estate Income & Property Tax Strategy

Own rental units or investment property? We help with income tracking, depreciation schedules, and long-term tax efficiency planning for real estate owners.


Tax Planning for Families & Multi-Generational Households

We support families managing shared financial responsibilities, including college savings, elder care, trusts, and home transitions.


New Business Setup & Entity Guidance

Starting something new? We’ll walk you through setting up an LLC, sole proprietorship, or corporation—based on your vision and the structure that best supports your goals.

Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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The Local Feel of South Pasadena, CA

South Pasadena is known for its strong community roots, tree-lined streets, and preservation of local character. Many of our clients here have been in the same home or running the same family business for decades, while others are embracing a new chapter—launching creative ventures, consulting remotely, or making strategic investments.


What they need isn’t cookie-cutter accounting. They need financial services that are as thoughtful, flexible, and grounded as the community itself. That’s what Mofrad Financial Solutions delivers: expert support with a human touch.


What It’s Like to Work With Us

Working with our team means never having to chase answers or feel uncertain about where you stand. We offer judgment-free guidance, clear communication, and financial systems that actually work for real people.


Here’s what you can expect when partnering with us:

  • Honest advice grounded in experience, not upselling

  • Easy-to-understand financial explanations without jargon

  • Digital tools that keep things simple, secure, and organized

  • Custom solutions, not generic spreadsheets

  • A responsive partner who knows you by name, not just by file


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 from home and have freelance income—can I write off my home office?

Yes, if it meets IRS requirements. We’ll help you calculate a fair deduction and ensure it’s applied correctly to reduce your tax liability.


I inherited a property—can you help with the tax side?

Absolutely. We assist with cost basis, step-up valuation, and planning for potential capital gains or rental income scenarios.


Can you handle both personal and business taxes?

Yes. Many of our South Pasadena clients are sole proprietors or side-business owners, and we streamline filings for both personal and business returns.


I’m not great with paperwork—how do you make this easier?

We use secure, digital tools that make uploading and organizing your documents simple. We’ll also walk you through what you need, step by step.


I’m thinking of starting a business—do you help with that?

Yes. We’ll help you decide on the right structure, handle the setup, and walk you through what to expect in terms of bookkeeping and taxes.

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1111 Corporate Center Drive #305

Monterey Park, CA 91754

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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.

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