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tax preparation season

Mofrad Financial Solutions

Professional Accounting & Consulting in West Covina, CA

Reliable Tax & Bookkeeping Services for West Covina, CA Businesses

Located in the eastern San Gabriel Valley, West Covina is a city on the rise—home to a growing number of small businesses, entrepreneurs, and working professionals. With a diverse population and a wide mix of industries including healthcare, construction, retail, and real estate, West Covina is full of people who work hard—and need smart financial systems to match.


At Mofrad Financial Solutions, we provide West Covina clients with dependable accounting, tax prep, and consulting services built for long-term success. Whether you're filing taxes as a sole proprietor, managing books for a growing company, or looking for guidance on entity formation, we’re here to simplify the process and give you confidence in your numbers.


We help business owners and individuals in West Covina get organized, reduce stress, and make informed financial decisions every step of the way.


Why West Covina Clients Choose Mofrad Financial Solutions

Our clients don’t want to guess when it comes to taxes or bookkeeping. They want a reliable partner who can help them stay compliant, maximize deductions, and make sense of their financial data. We offer just that—with personalized service, clear communication, and results you can count on.


Here’s why West Covina residents and business owners trust us:

  • Local experience with West Covina’s business regulations and tax codes

  • Customized service for contractors, LLCs, and family-owned businesses

  • Transparent pricing and flexible service plans

  • Quick turnaround times and ongoing support

  • Multilingual staff to better serve the area’s diverse community


Financial & Tax Services for West Covina Clients

We tailor our services to the needs of West Covina’s business owners, freelancers, and working professionals. Whether you’re managing payroll or navigating your first year in business, we’ll walk you through the process with clarity and confidence.


Individual & Family Tax Preparation

Filing your taxes doesn’t have to be overwhelming. We help West Covina residents maximize credits and deductions while staying compliant with state and federal regulations.


Bookkeeping for Local Businesses

Running a restaurant, shop, or service business? We handle your monthly bookkeeping so you can track expenses, stay organized, and make better decisions year-round.


Contractor & 1099 Support

West Covina is home to many gig workers, independent contractors, and consultants. We help you track income, calculate quarterly taxes, and prepare for year-end with ease.


Payroll Management

If you have a team of employees or regular subcontractors, we’ll help you set up payroll systems that ensure accurate payments, proper tax withholdings, and timely filings.


Business Entity Setup & Advice

Choosing the right structure—LLC, S Corp, or sole proprietorship—can impact your taxes and liability. We’ll help you choose and register the right fit for your goals.


Tax Planning & Strategy

We don’t just prepare returns—we help you plan ahead. Through quarterly check-ins and annual forecasting, we’ll make sure you’re always optimizing for the best tax outcome.

Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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Doing Business in West Covina, CA

West Covina is a vibrant, fast-growing city with a reputation for entrepreneurship and strong community values. With its accessible location, lower commercial rents, and proximity to major highways, the city is a strategic home base for businesses of all sizes.


But with opportunity comes complexity. Business owners in West Covina often wear multiple hats and don’t always have time to stay on top of bookkeeping or compliance. That’s where we come in.


At Mofrad Financial Solutions, we serve as your financial back office—keeping your records clean, your taxes in order, and your strategy on track. We bring clarity to your numbers so you can focus on growth.


What You Can Expect From Our Team

We’ve built our firm on a foundation of trust, education, and long-term relationships. Clients in West Covina appreciate that we’re responsive, down-to-earth, and genuinely invested in helping them succeed.


Here’s what it’s like to work with us:

  • We take time to understand your goals before offering solutions

  • You’ll receive regular updates and easy-to-read reports

  • We provide virtual or in-person appointments based on your preference

  • We’re here all year—not just during tax season

  • We treat your business like it’s our own


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


Can you help me if I’m self-employed?

Yes. We work with many independent contractors, freelancers, and gig workers in West Covina to handle taxes, bookkeeping, and income tracking.


Do you offer monthly bookkeeping packages?

We do. Our packages are tailored to your business size and needs, with options for monthly reporting, expense categorization, and tax prep.


I’m starting a business—can you help with licensing and tax setup?

Absolutely. We’ll walk you through business registration, help you apply for an EIN, and explain what records to keep for tax purposes.


Is it better to operate as an LLC or a sole proprietorship?

It depends on your income, risk level, and goals. We’ll help you evaluate the pros and cons of each and choose the right structure.


Do you support clients in languages other than English?

Yes, we offer multilingual service and regularly work with Spanish-, Mandarin-, and Farsi-speaking clients in West Covina and surrounding areas.

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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.

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