Financial Services Tailored to Temple City, CA Professionals & Families
Quiet, community-oriented, and full of entrepreneurial spirit, Temple City, CA is a place where families plant roots and local businesses grow steadily. Whether you’re a retiree managing real estate income, a professional balancing multiple revenue streams, or a new business owner establishing your financial foundation, having a trusted advisor on your side makes all the difference.
At Mofrad Financial Solutions, we provide dependable, personalized tax and accounting services to individuals and businesses throughout Temple City. We understand the challenges local residents face—keeping track of expenses, managing tax deadlines, and planning ahead while life moves quickly.
Our approach is calm, methodical, and always focused on making your financial life easier to manage and more aligned with your goals.
Why Temple City Clients Choose Mofrad Financial Solutions
Temple City is home to educators, tradespeople, investors, and small business owners—many of whom wear multiple hats and handle complex responsibilities. Our clients want someone who can guide them through tax season, support their financial growth, and answer questions without judgment or jargon.
Here’s why Temple City residents and entrepreneurs trust us:
Experience working with educators, consultants, real estate owners, and family businesses
Multilingual services for Mandarin-, Farsi-, Spanish-, and English-speaking clients
Customized tax and financial plans based on individual goals and income types
Consistent, year-round support—no disappearing after April
A focus on building long-term client relationships through transparency and trust
Tax & Accounting Services for Temple City Residents & Business Owners
Whether you're preparing for retirement, organizing business finances, or filing your first self-employment return, we offer practical, scalable solutions that help you succeed.
Individual & Household Tax Preparation
From single professionals to growing families, we prepare accurate, efficient tax returns that reflect your unique deductions, life stage, and income sources.
Local Business Accounting
We help Temple City’s shops, salons, consultants, and contractors manage monthly bookkeeping, produce financial reports, and prepare for year-end filings without last-minute stress.
Real Estate Income Management
Own rental properties in Temple City or beyond? We’ll help you report income, calculate depreciation, and plan for capital gains events with confidence.
Support for Independent Professionals
If you’re a teacher, therapist, or freelance designer, we’ll help you organize your financial records, reduce tax liabilities, and stay compliant as your career evolves.
Business Structure & Startup Consulting
New business in the works? We’ll help you decide whether an LLC, S Corp, or sole proprietorship fits best—then guide you through setup, EIN registration, and compliance planning.
Financial Check-Ins & Strategic Planning
We offer one-on-one sessions to review your finances, set achievable savings or investment goals, and build out a year-round tax strategy that grows with you.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
The Community-Centered Feel of Temple City, CA
Temple City blends suburban calm with entrepreneurial ambition. With a strong local school system, active small businesses, and residents who value long-term planning, the city is filled with people who take pride in what they’ve built—and want to protect it.
At Mofrad Financial Solutions, we share those values. We know that managing finances isn’t just about numbers—it’s about providing for your family, reaching your goals, and having peace of mind about the future. That’s why we’re here to offer thoughtful guidance and dependable systems that work in the background so you can focus on what matters most.
What It’s Like to Work With Our Team
We prioritize communication, simplicity, and respect. Whether you’re tech-savvy and prefer digital tools or want to sit down face-to-face with someone you trust, we make it easy to get the answers and support you need.
Here’s what our Temple City clients can expect:
Tailored tax and accounting services based on your lifestyle and income
Fast, friendly answers to your financial questions—year-round
An organized process for submitting documents and reviewing reports
Flexible meetings online or in person based on your preference
Practical, personalized advice rooted in decades of real-world experience
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’m self-employed—how can I reduce my tax bill?
We’ll help you identify business expenses you may not be claiming, advise on retirement plan contributions, and create a quarterly payment plan to stay ahead.
I’m planning to retire soon. Can you help me prepare?
Yes! We’ll work with you to build a plan around your Social Security timing, retirement account withdrawals, and strategies to minimize taxes in retirement.
I have multiple rental properties—how should I organize my finances?
We’ll help you set up a system to track income, repairs, depreciation, and expenses for each property so your tax filing is seamless and audit-ready.
I prefer to communicate in Mandarin. Is that possible?
Yes. We have multilingual team members and will gladly provide services in Mandarin, Farsi, Spanish, and more. Just let us know your preference.
Do you help with annual budgeting or saving for large expenses?
Absolutely. We offer financial coaching and goal-setting to help you build a practical plan for savings, debt reduction, or big purchases like a home or vehicle.