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Mofrad Financial Solutions

Full-Service Accounting for Westwood Professionals

Professional Tax & Accounting Support for Westwood Residents and Businesses

Home to UCLA, world-renowned medical institutions, and a blend of historic charm and modern living, Westwood is a dynamic Westside neighborhood where education, culture, and commerce intersect. Whether you’re a young professional starting your financial journey, a tenured professor balancing consulting income, or a physician managing a busy private practice, your financial needs are as diverse as the community around you.


At Mofrad Financial Solutions, we provide reliable, high-quality tax and accounting services to individuals, families, and business owners in Westwood. Our approach is personal, efficient, and grounded in practical expertise—because when your finances are organized, the rest of your life flows more smoothly.


Why Westwood Clients Work With Mofrad Financial Solutions

Westwood’s population includes academics, medical professionals, graduate students, entrepreneurs, and retirees—many with complex financial situations that benefit from thoughtful planning and trusted advice.


Here’s what clients in Westwood value most about working with us:


  • Personalized tax strategies tailored to your profession and goals

  • Guidance for transitioning between income types or career phases

  • Transparent communication and responsive, one-on-one service

  • Solutions for small businesses and independent contractors

  • Year-round support—beyond April deadlines


Financial Services Designed for Westwood’s Diverse Community

Whether you live near Holmby Park, lease student housing, or own a business near Westwood Village, we offer tax and financial services that meet you where you are and help get you where you want to go.


Tax Prep for Individuals & Professionals

We handle a wide variety of tax situations, from first-time filers to those with investment income, freelance earnings, or international assets.


Small Business Accounting & Compliance

We support medical practices, research consultants, therapists, and boutique business owners with bookkeeping, sales tax, and state/federal filing.


Quarterly Tax Planning for Side Income

Earning income from tutoring, speaking engagements, or freelance consulting? We’ll help you manage quarterly payments and stay ahead of the IRS.


Real Estate Tax Strategy

From primary residences to rental units, we help property owners understand depreciation, expense deductions, and long-term capital gains.


Post-Graduate Financial Setup

New to budgeting, saving, or self-employment? We help recent grads and young professionals establish sound financial habits from the start.


Tax Support for International Students & Scholars

Filing taxes as a nonresident or navigating a visa-related status? We’ll walk you through IRS forms, exemptions, and avoid costly mistakes.


Mofrad Financial Solutions Staff

Ed Mofrad

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Milton Rodriguez

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Zongmao Wu

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Financial Guidance Rooted in Understanding and Expertise

Westwood residents face a wide range of financial scenarios. Some are saving for their children’s education; others are planning for retirement or managing multi-generational estates. Our goal is to offer clarity and confidence, no matter your background or income level.


We don’t believe in one-size-fits-all tax solutions. We take time to understand your goals, design services that fit your needs, and provide trusted support year after year.


Supporting the 90024 Community With Trusted Service

At Mofrad Financial Solutions, we’ve helped hundreds of individuals and families in Westwood streamline their financial lives. We take pride in being a local firm with national-level expertise—and we’re here when you need us, not just during tax season.


Here’s what you can expect from our team:


  • Clear answers to complicated tax questions

  • Smart strategies to keep more of what you earn

  • Professional guidance through career and life changes

  • Secure online systems for document sharing and communication

  • A long-term financial partner you can depend on


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 a UCLA employee with W-2 and consulting income. Can you file both?

Yes. We handle hybrid income situations and help you maximize deductions while planning for future tax obligations.


Can you help me file taxes as an international student?

Absolutely. We have experience with Form 1040-NR, tax treaties, and reporting scholarship or grant income properly.


I own a small therapy practice—do you help with bookkeeping?

Yes, we provide full-service bookkeeping for healthcare providers, therapists, and solo practitioners.


What if I rent out part of my home?

We’ll guide you on how to report rental income, apply depreciation, and track allowable expenses while staying compliant with IRS rules.


Can I meet with your team virtually?

Yes. We offer flexible remote appointments, secure document uploads, and digital signatures for clients with busy schedules.



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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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