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Mofrad Financial Solutions

West Los Angeles Small Business Financial Advisors

Financial Clarity & Tax Expertise for Residents and Entrepreneurs in West Los Angeles

A central hub for commerce, culture, and connectivity, West Los Angeles bridges the gap between the bustling energy of the city and the residential calm of the Westside. With a population made up of professionals, families, remote workers, and business owners, financial situations here are as diverse as the people themselves. Whether you’re building a startup, investing in real estate, or simply trying to file taxes stress-free, you need guidance that’s tailored—not generic.


At Mofrad Financial Solutions, we deliver smart, flexible financial services for West LA residents who expect more than cookie-cutter solutions. From customized tax strategies to full-service bookkeeping and advisory, our team is here to bring order, insight, and long-term value to your financial life.


Why West LA Clients Rely on Mofrad Financial Solutions

We work with professionals who wear multiple hats—consultants with equity packages, landlords managing multi-units, and creatives balancing W-2 and 1099 income. They come to us for clarity, accuracy, and an approach that makes sense for their lifestyle.


Here’s why clients in West Los Angeles choose us:


  • Experience working with high-earning individuals and growing businesses

  • Strategic advice that aligns with long-term financial goals

  • Fast, secure communication and digital collaboration tools

  • Hands-on support with a personal, local feel

  • A proactive approach that helps you avoid surprises and save money


Our Financial Services for West LA Professionals & Business Owners

We understand the pace of West LA—fast-moving, opportunity-driven, and filled with clients who need services that flex to their lifestyle. Whether you’re running an office off Olympic or working from home in a mid-rise apartment, we’re here to support you.


Full-Service Tax Preparation

We prepare accurate, detailed returns for employees, investors, freelancers, and property owners—minimizing tax exposure while ensuring compliance.


Startup & S-Corp Advisory

Starting a business? We guide West LA entrepreneurs through entity formation, S-Corp structuring, payroll, and tax-saving strategies.


Bookkeeping for Creative & Service-Based Businesses

From solo designers to multi-person agencies, we offer scalable bookkeeping solutions to keep your records current and ready for year-end.


Investment & Rental Property Support

We help you manage deductions, depreciation, and multi-property filing across West LA and beyond—whether it’s a duplex or a commercial lease.


Late Filings & Tax Resolution

Missed a deadline or received an IRS letter? We’ll help you file back returns, settle balances, and restore peace of mind.


Ongoing Tax Planning & Consulting

Don’t wait for April. We work with clients throughout the year to make smart decisions, track write-offs, and reduce tax burdens.


Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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Supporting a Fast-Paced Community with Long-Term Focus

West Los Angeles moves quickly—but your financial planning shouldn’t be rushed. Our role is to slow things down where it matters, bring insight to your choices, and support your growth over time. Whether you’re scaling a side hustle, managing multiple income sources, or simply trying to stay ahead, we’re here with clear guidance every step of the way.


At Mofrad Financial Solutions, we partner with you to create structure, improve cash flow, and help you keep more of what you earn.


Locally Focused Service for 90025 & Beyond

We proudly serve individuals, families, and businesses throughout the 90025 ZIP code and surrounding West LA neighborhoods. Our team brings a blend of local understanding and big-picture strategy to every engagement—so you’re not just getting help, you’re gaining a partner.


What you can expect:


  • Direct access to real advisors, not call center agents

  • Transparent pricing and upfront communication

  • Cloud-based document sharing and e-signature tools

  • Respect for your time, goals, and personal financial priorities

  • Support designed to grow with your needs


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 full-time and also freelance. Can you help manage both?

Yes, we specialize in clients with W-2 and 1099 income. We’ll help you track expenses, file properly, and stay ahead of quarterly taxes if needed.


Can you help me get my books cleaned up?

Absolutely. We’ll review your current records (or help you start from scratch), clean them up, and maintain them moving forward.


I just bought a rental property. What do I need to know?

We’ll walk you through the reporting process, depreciation schedules, and potential deductions to reduce your tax burden.


Do I need an S-Corp for my small business?

That depends on your income, goals, and industry. We’ll help you evaluate your options and form the right entity if needed.


Are all services available remotely?

Yes! We offer virtual consultations, secure online filing, and digital tools for seamless service—whether you’re local or on the go.


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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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